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Automatically create FreshBooks invoices when tasks reach specific stages in Businessmap. Latenode’s visual editor makes complex workflows simple, and affordable pricing scales easily as your business grows, no matter how intricate the automation becomes.
Connect Businessmap and FreshBooks in minutes with Latenode.
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Create a New Scenario to Connect Businessmap 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 Businessmap, triggered by another scenario, or executed manually (for testing purposes). In most cases, Businessmap or FreshBooks will be your first step. To do this, click "Choose an app," find Businessmap or FreshBooks, and select the appropriate trigger to start the scenario.
Add the Businessmap Node
Select the Businessmap node from the app selection panel on the right.
Businessmap
Configure the Businessmap
Click on the Businessmap node to configure it. You can modify the Businessmap 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 Businessmap node, select FreshBooks from the list of available apps, and choose the action you need from the list of nodes within FreshBooks.
Businessmap
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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 Businessmap 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 Businessmap 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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Businessmap
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Businessmap, 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 Businessmap and FreshBooks integration works as expected. Depending on your setup, data should flow between Businessmap and FreshBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Businessmap + FreshBooks + Slack: When a Businessmap card reaches a 'Completed' state (using the Card Events Trigger), an invoice is created in FreshBooks for the project. A notification is then sent to the project team's Slack channel.
FreshBooks + Businessmap + Google Sheets: When a new invoice is created in FreshBooks, the invoice details are logged into a Google Sheet row. A task to follow up on the invoice is also created in Businessmap.
About Businessmap
Use Businessmap in Latenode to automate project tracking and team workflows. Update cards, trigger actions based on status changes, and sync data with other apps. Latenode adds no-code AI, custom logic, and scalable execution. Automate beyond basic integrations and build end-to-end processes visually.
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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 Businessmap account to FreshBooks using Latenode?
To connect your Businessmap account to FreshBooks on Latenode, follow these steps:
Can I automatically create invoices from completed tasks?
Yes, with Latenode! Automatically create FreshBooks invoices when tasks are marked complete in Businessmap, saving time and ensuring accurate billing. Customize logic via Javascript.
What types of tasks can I perform by integrating Businessmap with FreshBooks?
Integrating Businessmap with FreshBooks allows you to perform various tasks, including:
HowsecureistheBusinessmapintegrationwithFreshBooksonLatenode?
Latenode uses secure OAuth to connect Businessmap and FreshBooks. Data is encrypted, and you control permissions, enhancing security and compliance.
Are there any limitations to the Businessmap and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: