6472333

Integrating Samanage with FreshBooks using Zapier

Discussion created by 6472333 on Oct 2, 2014
Zapier lets you easily connect the web apps you use, making it easy to automate tedious tasks.

FreshBooks is a cloud-based accounting software that allows owners to invoice clients, track time and run their small businesses in the cloud.

One use case of the Samanage/FreshBooks integration would be creating a new paid invoice in Freshbooks as a result of new computer being added to your Samanage inventory.  Below are steps on how to set up this use case in Zapier.

1. After successfully logging in to Zapier, click the Make a Zap! link at the top right of the page.

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2. Choose both your desired triggering app and corresponding trigger and action app and corresponding action.

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3. Select the Samanage account that you want to use for the integration.  If the Samanage account you chose is recognized and active, after clicking the Test this Account button you should see the text Account is working.

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4. Select the FreshBooks account that want to use for the integration.  Following the successful setup of an account, you should see the text Account is working.

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5. Choose the filters that you would want to have trigger a ?New hardware? from Samanage.  You can use fields from Samanage as filters

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6. Match up a Hardware in Samanage to a Paid Invoice in FreshBooks.

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7. Test the zap to ensure that data is retrieved.

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8. Give the zap a name and turn it on to initiate the integration.

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Other use cases accompanied by corresponding trigger and action configurations:

Creating a new estimate in FreshBooks as a result of a new computer being added in Samanage

  1. Trigger: Samanage -> New hardware (New hardware in your inventory)
  2. Action: Freshbooks -> Create Estimate (Given a Client, create a new Estimate for them inside Freshbooks)
Creating a new product (item) in FreshBooks as a result of a new computer being added in Samanage

  1. Trigger: Samanage -> New hardware (New hardware in your inventory)
  2. Action: Freshbooks -> Create Product (Item) (Create a new product (called an Item) inside Freshbooks)

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