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How to connect Bexio and FreshBooks
Create a New Scenario to Connect Bexio 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 Bexio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bexio or FreshBooks will be your first step. To do this, click "Choose an app," find Bexio or FreshBooks, and select the appropriate trigger to start the scenario.
Add the Bexio Node
Select the Bexio node from the app selection panel on the right.
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Add the FreshBooks Node
Next, click the plus (+) icon on the Bexio 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 Bexio 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 Bexio 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 Bexio, 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 Bexio and FreshBooks integration works as expected. Depending on your setup, data should flow between Bexio 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 Bexio and FreshBooks
Bexio + Slack: When a new sales invoice is created in Bexio, a message is sent to a specified Slack channel.
FreshBooks + Google Sheets: When a new invoice is created in FreshBooks, a new row is added to a Google Sheet to track the invoice details.
Bexio and FreshBooks integration alternatives
About Bexio
Sync Bexio contacts, invoices, or products with other apps via Latenode. Automate accounting tasks: trigger invoice creation from new orders or update customer data across your stack. Latenode's visual editor simplifies building complex workflows, and its JavaScript node adds flexibility beyond Bexio's defaults.
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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
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FAQ Bexio and FreshBooks
How can I connect my Bexio account to FreshBooks using Latenode?
To connect your Bexio account to FreshBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Bexio and click on "Connect".
- Authenticate your Bexio 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 Bexio sales?
Yes, you can! Latenode's visual editor makes it easy to automate invoice creation, saving time and ensuring accurate records. Leverage conditional logic and AI for advanced handling.
What types of tasks can I perform by integrating Bexio with FreshBooks?
Integrating Bexio with FreshBooks allows you to perform various tasks, including:
- Syncing customer data between Bexio and FreshBooks.
- Creating new FreshBooks clients from Bexio contacts.
- Updating invoice statuses in FreshBooks based on Bexio payments.
- Generating Bexio journal entries from FreshBooks invoices.
- Consolidating financial reports across both platforms.
How can I transform data between Bexio and FreshBooks?
Latenode allows you to transform data with JavaScript blocks or AI steps, ensuring compatibility between Bexio and FreshBooks fields.
Are there any limitations to the Bexio and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration requires manual setup.
- Complex data transformations may require JavaScript coding.
- Real-time synchronization depends on API rate limits.
