How to connect Atera and FreshBooks
Create a New Scenario to Connect Atera and FreshBooks
In the workspace, click the βCreate New Scenarioβ button.

Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Atera, triggered by another scenario, or executed manually (for testing purposes). In most cases, Atera or FreshBooks will be your first step. To do this, click "Choose an app," find Atera or FreshBooks, and select the appropriate trigger to start the scenario.

Add the Atera Node
Select the Atera node from the app selection panel on the right.


Atera

Add the FreshBooks Node
Next, click the plus (+) icon on the Atera 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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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 Atera 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 Atera and FreshBooks Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that donβt require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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Trigger on Webhook
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Save and Activate the Scenario
After configuring Atera, FreshBooks, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Atera and FreshBooks integration works as expected. Depending on your setup, data should flow between Atera and FreshBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Atera and FreshBooks
Atera + FreshBooks + Slack: When an Atera ticket is resolved, an invoice is created in FreshBooks. A summary of the ticket and invoice details is then sent to a dedicated Slack channel for team awareness.
FreshBooks + Atera + Google Sheets: Track FreshBooks invoice payments and Atera support ticket resolution times in a Google Sheets report for performance analysis. When a new invoice is created in FreshBooks, the details are added to a Google Sheet. When an Atera ticket is resolved, the resolution time is also added to the same Google Sheet row.
Atera and FreshBooks integration alternatives

About Atera
Use Atera with Latenode to automate IT support tasks. Trigger workflows on alerts, automatically create tickets, or update asset info. Integrate Atera's monitoring data with other apps for deeper insights and faster issue resolution. Customize rules and actions using Latenode's visual editor or JavaScript for precise automation.
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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 β all automated with Latenode's flexible, no-code visual builder.
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See how Latenode works
FAQ Atera and FreshBooks
How can I connect my Atera account to FreshBooks using Latenode?
To connect your Atera account to FreshBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Atera and click on "Connect".
- Authenticate your Atera and FreshBooks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create invoices from completed Atera tickets?
Yes, you can! Latenode allows for automated invoice creation in FreshBooks from Atera tickets. Benefit from streamlined billing, reduced manual entry, and faster payment cycles.
What types of tasks can I perform by integrating Atera with FreshBooks?
Integrating Atera with FreshBooks allows you to perform various tasks, including:
- Create FreshBooks invoices when an Atera ticket is resolved.
- Update client details in FreshBooks from Atera contacts.
- Generate Atera tickets from new FreshBooks expenses.
- Sync payment status from FreshBooks to Atera agreements.
- Create project tasks in Atera from FreshBooks project updates.
Can I trigger Atera alerts from new FreshBooks transactions?
Yes! Latenode's flexible workflows allow you to create custom triggers, keeping you informed of key FreshBooks events directly within Atera.
Are there any limitations to the Atera and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Custom field mapping may require JavaScript knowledge.
- Complex workflows with high API usage could incur rate limits.
- Historical data synchronization requires manual initial setup.