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Automatically create FreshBooks invoices from new Agile CRM deals to streamline billing and payment workflows. Latenode’s visual editor and affordable execution pricing makes automating financial tasks easier to scale with custom logic and integrations.
Connect Agile CRM and FreshBooks in minutes with Latenode.
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Create a New Scenario to Connect Agile CRM and FreshBooks
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Agile CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Agile CRM or FreshBooks will be your first step. To do this, click "Choose an app," find Agile CRM or FreshBooks, and select the appropriate trigger to start the scenario.
Add the Agile CRM Node
Select the Agile CRM node from the app selection panel on the right.
Agile CRM
Configure the Agile CRM
Click on the Agile CRM node to configure it. You can modify the Agile CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the FreshBooks Node
Next, click the plus (+) icon on the Agile CRM node, select FreshBooks from the list of available apps, and choose the action you need from the list of nodes within FreshBooks.
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FreshBooks
Authenticate FreshBooks
Now, click the FreshBooks node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your FreshBooks settings. Authentication allows you to use FreshBooks through Latenode.
Configure the Agile CRM and FreshBooks Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Agile CRM and FreshBooks Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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FreshBooks
Trigger on Webhook
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Agile CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Agile CRM, FreshBooks, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Agile CRM and FreshBooks integration works as expected. Depending on your setup, data should flow between Agile CRM and FreshBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Agile CRM + FreshBooks + Slack: When a deal reaches a closed milestone in Agile CRM, an invoice is automatically created in FreshBooks. A notification is then sent to a designated Slack channel to inform the sales team.
FreshBooks + Agile CRM + Google Sheets: When a new invoice is created in FreshBooks, the client's details are updated in Agile CRM. The transaction is then logged as a new row in Google Sheets.
About Agile CRM
Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports — all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.
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About FreshBooks
Connect FreshBooks to Latenode to automate invoice creation and payment tracking. Trigger actions in other apps (CRM, email) based on FreshBooks events. Centralize accounting data into workflows, use AI to analyze spendings, and get custom notifications – all automated with Latenode's flexible, no-code visual builder.
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How can I connect my Agile CRM account to FreshBooks using Latenode?
To connect your Agile CRM account to FreshBooks on Latenode, follow these steps:
Can I automate invoice creation upon deal closing?
Yes, with Latenode you can! Automatically create FreshBooks invoices when a deal closes in Agile CRM, eliminating manual data entry and speeding up your billing cycle.
What types of tasks can I perform by integrating Agile CRM with FreshBooks?
Integrating Agile CRM with FreshBooks allows you to perform various tasks, including:
What Agile CRM events trigger workflows in Latenode?
Agile CRM triggers workflows when new contacts are created/updated or when deal stages change, for instant automation.
Are there any limitations to the Agile CRM and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: