How to Add FreshBooks Clients Instantly for New Stripe Customers

Step 1: Sign up to Pabbly Connect

First, visit the Pabbly Connect website & there click the ‘Sign-Up Free‘ button. On the registration page signup using your existing Gmail account or manually fill the form details to get into the system.

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Step 2: Access Pabbly Connect

After signing up successfully, hit the ‘Access Now’ button of the software ‘Connect’ in the Pabbly application.

Step 3: Workflow for Stripe with FreshBooks Integration

(a) Start with a New Workflow

Start with creating a workflow to auto-create FreshBooks clients on every new customer entry on Stripe & to do this push the ‘Create New Workflow’ button first.

(b) Name the Workflow

Now, name the workflow as per your need (for instance: Stripe to FreshBooks etc) and push the ‘Create’ button available here.

Step 4: Setting Trigger for Stripe to FreshBooks Integration

To automatically add newly added Stripe customers on FreshBooks, you’ll need to set-up a trigger on the new Stripe customers and its respective action to create a client on FreshBooks using Pabbly Connect.

(a) Select Application you want to integrate

When you push the create button to generate the workflow, a trigger window will open next.

You’ll need to select the ‘Stripe’ option from the ‘Choose App’ field drop-down options.

(b) Select Method & Copy Webhook URL

Select the method in here to be ‘New Customer’ & then click on the ‘Copy’ button that is present right next to the Webhook URL link.

Step 5: Connecting Stripe to Pabbly Connect

Sign-in your Stripe account and go to the ‘Developers’ option in the verticle menu available.

(a) Go to Your Stripe Account & Add an Endpoint

When you click on the ‘Developers’ option in the left verticle menu, a secondary menu will open up. Hit the ‘Webhook’ option from this menu.

Lastly, click the ‘Add endpoint’ button.

(b) Paste Webhook URL & Select Event

A window will pop open, paste the copied Webhook URL from Pabbly Connect here and also select the event as ‘customer.created’.

(c) Click on Add Endpoint

Hit the ‘Add endpoint’ button to create an endpoint.

Step 6: Test the Trigger Response in Pabbly Connect Dashboard

As we can see we are done setting up the trigger to gather the data of a newly added Stripe customer. So, let’s just test the trigger by making a test order on Stripe.

(a) Capture Webhook Response

To test a trigger, hit the ‘Capture Webhook Response’ button on the Pabbly Connect trigger window.

(b) Add New Customer

Go to your Stripe account and strike the ‘Customers’ option from the left verticle menu.

Next, click the ‘+ New’  button available on the top right.

(c) Add Account Information

A window will open up for filling up the customer’s details. Add all the required account information in it.

Here, I’m filling in the first name in the name field and the last name in the Description field as there is no other optional last name field.

(d) Add Billing Details

Also, add the billing details of the customer.

(e) Click on Add Customer

Lastly, select the language & currency.

and hit the ‘Add Customer’ button once you are done with the customer description.

(f) Trigger Response

Check the trigger response, you can sell all the customer data in it.

Step 7: Setting Action for Stripe – FreshBooks Integration

Up to this point, we’ve gathered all the necessary data from Stripe to create a client on FreshBooks. So, let’s proceed to the very last step of setting and action on Stripe to create a client on FreshBooks.

(a) Select Application you want to integrate

First, click the plus button next to your Text Formatter window.

And then select the ‘FreshBooks’ app to integrate from the ‘Choose App’ field.

Select the method in here as ‘Create a New Contact’ and then click the ‘Connect with FreshBooks’ button.

(b) Connect with FreshBooks

In the next window that slides in from the right, click on ‘Connect with FreshBooks’ button and authorize your FreshBooks account to connect with Pabbly Connect.

(c) Map Fields

Map the email address from the Stripe trigger response to the ‘Email’ field.

To map a value, place your cursor in the field.

Then, click the menu button (three horizontal lines) next to that particular field.

Lastly, click-select the value that you want to map with the respective field.

(f) Send Test Request for Action

Likewise, map all the required fields with the trigger response, first name with the name field, last name with the description field, organisation name with the address line 1, the primary street with address line 2, city with city, the state with the state, postal code with the postal code and the country with the country.

Remember, for mapping the language, enter the code for the language i.e, en in my case.

And push the ‘Save & Send Request’ button.

Step 8: Check the Action’s Response

Check the action response for the customer’s entry on FreshBooks for the Stripe customer.

(a) Check the Action API’s Response

You can check the response of your API in the action window. If everything is good, the response will start showing the sent values. On the other hand, if there is some error then the response will show the error details.

(b) Check the Client Entry on FreshBooks

Also, you can check the entry of a new customer in your connected FreshBooks account.

Step 9: Save the Workflow

Lastly, save the gathered API response and Webhook manually for the smooth working more further.

(a) Save the FreshBooks Action API’s Response

Save the action API’s response by hitting the ‘Save’ button at the bottom of the action API’s response.

(b) Save the Workflow

As we can see the workflow is working as expected. So, simply save the webhook by clicking the save button in the trigger window.