Are you looking for a simpler way to integrate PayKickstart and FreshBooks other than coding?
If yes then this article can help you in automating this task within a few steps. We’ll be using Pabbly Connect to automate the task as there is no direct integration possible in between these two services.
Fundamentally, Pabbly Connect is an integration & automation tool that lets you share data from one application to another in real-time.
Most importantly, you don’t have to use any coding skills & even beginners can use it efficiently. Moreover, this will be just a one-time set-up and after that, the workflow will take care of the rest.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
But, before starting the procedure first, let’s learn a little about the services. PayKickstart is a subscription billing software for various business types. Whereas, FreshBooks is an accounting and invoicing software for small as well as large businesses.
Consequently, once you set-up this workflow all your clients get entered into your accounting software i.e, FreshBooks whenever there is a successful sale on PayKiskstart.
Additionally, we are enclosing a video for the same integration as well. Have a look at it –
Furthermore, we’ve attached the template for the same to help you get started immediately. You can click on the ‘Use Workflow’ button below to get started. Also, you can go to the App Directory & look for more integrations/apps.
So, buckle up as we’re going to discover the FreshBooks and PayKickstart integration.
Step 1: Sign up to Pabbly Connect
Begin the procedure of connecting PayKickstart with FreshBooks by visiting the Pabbly Connect website. Then, hit the ‘Sign-Up Free‘ button available. Either use your existing Gmail account or manually fill the registration form to signup.
Step 2: Access Pabbly Connect
After that, strike the ‘Access Now’ button of the software ‘Connect’ within the Pabbly applications.
Step 3: Workflow for PayKickstart with FreshBooks Integration
(a) Start with a New Workflow
Further, start with creating a workflow to add clients on FreshBooks for every new PayKickstart sale & to do this push the ‘Create Workflow’ button first.
(b) Name the Workflow
Now, name the workflow as per the integration or use-case (for instance: PayKickstart to FreshBooks etc). Finally, click on the ‘Create’ button available.
Step 4: Setting Trigger for PayKickstart to FreshBooks Integration
To automatically add FreshBooks client for every new PayKickstart sale, you’ll need to set-up a trigger on PayKickstart sales and its respective action to add a client on FreshBooks using Pabbly Connect.
(a) Select Application you want to integrate
When you click on the create, a page displaying the trigger window will open up.
Select the ‘PayKickstart’ option from the ‘Choose App’ field’s drop-down.
(b) Select Method & Connect with PayKickstart
Select the method in here as ‘Transaction Sales’ & then copy the webhook URL.
Step 5: Connecting PayKickstart to Pabbly Connect
To connect PayKickstart with Pabbly connect first, sign-in your PayKickstart account & paste the copied webhook URL.
(a) Go to Your PayKickstart Settings
After successfully logging into your PayKickstart account, hit the ‘Campaigns’ option available on the left vertical menu.
(b) Edit Any Product
A page will open up carrying all the different products that you’ve created till now on PayKickstart. Click on the pencil icon to edit a product.
(c) Click on Integrations
Scroll to the bottom of the page and then click on ‘Integrations’.
Later, click on ‘Enable’ in the IPN URL section. After that click on the ‘Add’ button.
(d) Paste the Webhook URL
Paste the Pabbly Connect trigger URL in the ‘IPN URL’ field.
Then, select the ‘Transaction Sales’ event option for the ‘SET EVENT’ field.
Finally, click on the ‘Save’ button that is available at the top right corner of the page.
Step 6: Test the Response in Pabbly Connect Dashboard
As we can see, we are done setting up the trigger for PayKickstart and FreshBooks integration. So, let’s test the trigger setup for a test order on PayKickstart.
(a) Capture Webhook Response
To test the set trigger first, push the ‘Capture Webhook Response’ button on your Pabbly Connect trigger window.
(b) Open Your PayKickstart Campaigns
Now, go back to your PayKickstart dashboard & click on ‘Campaigns’ from the left verticle menu.
(c) Open Any Product’s Checkout Page
Now, go back to your PayKickstart dashboard & open the checkout page of the product in which you just set-up the trigger condition.
(d) Copy the Checkout Page URL
Copy the checkout page URL for the selected product & then open it in an Incognito window.
(e) Make a Test Purchase
Fill in all the required purchase details to make a test purchase. First, it’ll ask you to fill in the customer details, second the billing details and lastly to finalize the test purchase.
(f) Complete the Test Purchase
Complete the purchase by following all the steps required to make a successful payment.
(g) Check & Save Trigger Response
Once you successfully complete the registration, the Pabbly Connect trigger response will start displaying the data for the current purchase. Also, remember to save this trigger response.
Step 7: Setting Action for PayKickstart to FreshBooks Integration
Now, as we have gathered all the necessary information to create a client on FreshBooks from the PayKickstart response. We can now continue to feed this data to perform the action. After that, a new client will be created automatically for every PayKickstart sale.
(a) Select Application you want to Integrate
Click on the plus button that is available below your PayKickstart trigger.
Select the app to integrate as ‘FreshBooks’.
(b) Select Event & Connect with FreshBooks
Then, select the action event as ‘Create Client ‘.
Lastly, push the ‘Connect with FreshBooks’ button.
(c) Connecting FreshBooks to Pabbly Connect
In the next window that slides in from the right, hit the on ‘Connect with FreshBooks’ button available & authorize your FreshBooks account to connect with Pabbly Connect.
(d) Choose Account & Map Fields
Now, select the account id, map the email & other fields.
To map a value, hit the menu button (i.e, three horizontal lines) next to a particular field.
After that, select the response value that you want to map with that field.
(e) Send Test Request
Further, click on the ‘Save & Send Test Request’ button to send a request for creating a client on FreshBooks.
(f) Check & Save Response
Certainly, you can check the response of your API request in the action window. And, if there is some error while sending the data then it will start showing you the error.
Finally, click on the ‘Save’ button to save the action API’s response.
Step 8: Check Response in FreshBooks Dashboard
Also, you can see the client’s data on your connected FreshBooks account.
To sum up, this was all about ‘How to create FreshBooks client from new PayKickstart sale’. Consequently, after completing the step by step procedure, you will end up auto-creating FreshBooks clients for every new sale on PayKickstart.
However, you can also grab Pabbly Connect for FREE with all its premium features.
Also, do comment us your queries & suggestions in the section given below.
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