Automate Your Workflow: Cognito Forms and FreshBooks Integration Using Pabbly Connect

Learn how to seamlessly integrate Cognito Forms with FreshBooks using Pabbly Connect, automating lead collection and client creation effortlessly. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Cognito Forms with FreshBooks, you first need to access Pabbly Connect. Visit the Pabbly website and navigate to the Pabbly Connect section. If you don’t have an account, sign up for free to utilize the 100 free tasks offered monthly.

Once logged in, you will see your dashboard where you can create new workflows. Click on the ‘Create Workflow’ button to begin setting up the integration. This is where Pabbly Connect plays a crucial role in connecting your applications seamlessly.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will need to create a new workflow specifically for connecting Cognito Forms to FreshBooks. Name your workflow something descriptive, such as ‘Cognito Forms to FreshBooks’ to easily identify it later.

• Click on ‘Create Workflow’ button.
• Enter the workflow name.
• Press ‘Create’ to initialize the workflow.

This step is essential as it sets up the automation process that will trigger every time a new entry is submitted in Cognito Forms, allowing Pabbly Connect to handle the data transfer to FreshBooks.

3. Setting Up Cognito Forms in Pabbly Connect

In this step, you will configure Cognito Forms within your Pabbly Connect workflow. Select Cognito Forms as your trigger application and choose the event ‘New Entry’. This action will notify Pabbly Connect when a new form submission occurs.

Next, you will need to copy the webhook URL provided by Pabbly Connect. Go to your Cognito Forms account, access your form settings, and enable the option to post JSON data to a website. Paste the webhook URL into the submission settings and publish the form.

• Enable ‘Post JSON data to a website’ in submission settings.
• Paste the webhook URL in the submit entry endpoint.
• Publish the form to start collecting leads.

Once the form is published, submit a test entry to ensure that the webhook is functioning correctly. This step confirms that Pabbly Connect is receiving the data from Cognito Forms accurately.

4. Connecting to FreshBooks via Pabbly Connect

Now that Cognito Forms is set up, the next step is to connect FreshBooks to Pabbly Connect. In the action step, select FreshBooks and choose the action event ‘Create Client’. This will automate the process of adding new clients to your FreshBooks account based on form submissions.

To connect your FreshBooks account, click on ‘Add New Connection’ and authorize Pabbly Connect to access your FreshBooks account. Once connected, you will map the fields from Cognito Forms to the corresponding fields in FreshBooks, such as email, first name, and last name.

Select ‘Create Client’ as the action event. Map the fields from Cognito Forms to FreshBooks. Click ‘Save and Send Test Request’ to verify the integration.

Upon successful mapping, you will receive a confirmation that a new client has been created in FreshBooks. This integration ensures that all leads collected via Cognito Forms are automatically added to your FreshBooks account, streamlining your workflow.

5. Testing the Cognito Forms and FreshBooks Integration

With everything set up, it’s time to test the integration. Submit another entry in your Cognito Forms to simulate a new lead. Check your FreshBooks account to ensure that the new client appears as expected.

For example, if you submit a lead named STI Sharma, you should see this new entry in your FreshBooks clients list after refreshing the page. This confirms that Pabbly Connect is effectively linking the two applications and automating the process.

Submit a new entry in Cognito Forms. Refresh your FreshBooks clients list. Verify that the new client appears correctly.

This testing phase is crucial to ensure that your automation is working flawlessly, saving you time and effort in managing client data.

Conclusion

Integrating Cognito Forms with FreshBooks using Pabbly Connect simplifies the lead collection process and automates client management. By following these steps, you can ensure that every new submission is captured and added to your FreshBooks account effortlessly.