How to Create FreshBooks Client from New PayKickstart Sale

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.

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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.