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How to connect Basin and FreshBooks
Create a New Scenario to Connect Basin 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 Basin, triggered by another scenario, or executed manually (for testing purposes). In most cases, Basin or FreshBooks will be your first step. To do this, click "Choose an app," find Basin or FreshBooks, and select the appropriate trigger to start the scenario.
Add the Basin Node
Select the Basin node from the app selection panel on the right.
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Add the FreshBooks Node
Next, click the plus (+) icon on the Basin 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 Basin 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 Basin 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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Save and Activate the Scenario
After configuring Basin, 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 Basin and FreshBooks integration works as expected. Depending on your setup, data should flow between Basin 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 Basin and FreshBooks
Basin + FreshBooks + Slack: When a new form submission is received in Basin, an invoice is created in FreshBooks. Then, a Slack message is sent to a specified channel to notify the team about the new invoice.
FreshBooks + Google Sheets + Basin: When an invoice is paid in FreshBooks, a new row is added to a Google Sheet to track payments. Additionally, the form data is sent to Basin.
Basin and FreshBooks integration alternatives
About Basin
Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.
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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.
Similar apps
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See how Latenode works
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FAQ Basin and FreshBooks
How can I connect my Basin account to FreshBooks using Latenode?
To connect your Basin account to FreshBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Basin and click on "Connect".
- Authenticate your Basin and FreshBooks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create invoices for new Basin form submissions?
Yes, you can! Latenode's visual editor makes it easy to create workflows that trigger invoice creation in FreshBooks whenever a new form is submitted via Basin, saving you time and ensuring accurate billing.
What types of tasks can I perform by integrating Basin with FreshBooks?
Integrating Basin with FreshBooks allows you to perform various tasks, including:
- Automatically creating new FreshBooks clients from Basin form entries.
- Sending invoice reminders based on Basin form submission dates.
- Updating client information in FreshBooks from Basin data.
- Generating reports of invoice amounts based on submitted forms.
- Creating tasks in FreshBooks based on specific Basin form responses.
What kind of Basin data can I access inside Latenode workflows?
You can access all Basin form submission data within Latenode, including field values, timestamps, and submission IDs, enabling highly customized automation flows.
Are there any limitations to the Basin and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- File uploads from Basin are not directly transferable to FreshBooks.
- Custom field mappings might require advanced configuration.
- Real-time synchronization depends on the API rate limits of both apps.
