How to connect BambooHR and FreshBooks
Create a New Scenario to Connect BambooHR 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 BambooHR, triggered by another scenario, or executed manually (for testing purposes). In most cases, BambooHR or FreshBooks will be your first step. To do this, click "Choose an app," find BambooHR or FreshBooks, and select the appropriate trigger to start the scenario.

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


BambooHR

Configure the BambooHR
Click on the BambooHR node to configure it. You can modify the BambooHR 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 BambooHR 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 BambooHR 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 BambooHR 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 don’t 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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FreshBooks
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Save and Activate the Scenario
After configuring BambooHR, 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 BambooHR and FreshBooks integration works as expected. Depending on your setup, data should flow between BambooHR 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 BambooHR and FreshBooks
BambooHR + FreshBooks + Slack: When a new employee is added in BambooHR, a corresponding client is created in FreshBooks. The finance team is then notified in Slack about the new client creation.
FreshBooks + BambooHR + Google Sheets: When a new invoice is paid in FreshBooks, update the employee's bonus eligibility status in BambooHR and record the invoice details in Google Sheets.
BambooHR and FreshBooks integration alternatives

About BambooHR
Streamline HR processes. Use BambooHR with Latenode to automate onboarding, offboarding, and employee data sync. Automatically update other systems (like payroll or Slack) based on BambooHR changes. Centralize HR workflows in a visual no-code builder. Reduce manual data entry and ensure consistency across all platforms.
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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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See how Latenode works
FAQ BambooHR and FreshBooks
How can I connect my BambooHR account to FreshBooks using Latenode?
To connect your BambooHR account to FreshBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select BambooHR and click on "Connect".
- Authenticate your BambooHR and FreshBooks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create FreshBooks invoices from new BambooHR employee data?
Yes, you can! Latenode automates invoice creation from BambooHR data. Benefit from error-free data transfer and save time with automated billing cycles.
What types of tasks can I perform by integrating BambooHR with FreshBooks?
Integrating BambooHR with FreshBooks allows you to perform various tasks, including:
- Automatically creating new FreshBooks clients from BambooHR employee records.
- Updating employee information in FreshBooks when it changes in BambooHR.
- Generating invoices in FreshBooks based on time-off requests approved in BambooHR.
- Tracking project time from BambooHR in FreshBooks for accurate billing.
- Syncing employee expense reports from BambooHR to FreshBooks for accounting.
How secure is the BambooHR data when integrated via Latenode?
Latenode employs advanced encryption and security protocols to ensure secure data transfer and protect sensitive BambooHR information during integration.
Are there any limitations to the BambooHR and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in BambooHR might require custom JavaScript for data mapping.
- Rate limits imposed by BambooHR and FreshBooks APIs can affect workflow speed.
- Historical data migration might require a separate, one-time data import workflow.