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How to connect Cal.com and FreshBooks
Create a New Scenario to Connect Cal.com 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 Cal.com, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cal.com or FreshBooks will be your first step. To do this, click "Choose an app," find Cal.com or FreshBooks, and select the appropriate trigger to start the scenario.
Add the Cal.com Node
Select the Cal.com node from the app selection panel on the right.
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Add the FreshBooks Node
Next, click the plus (+) icon on the Cal.com 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 Cal.com 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 Cal.com 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 Cal.com, 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 Cal.com and FreshBooks integration works as expected. Depending on your setup, data should flow between Cal.com 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 Cal.com and FreshBooks
Cal.com + FreshBooks + Slack: When a new booking event occurs in Cal.com, a new client is created in FreshBooks, and a notification is sent to a Slack channel.
FreshBooks + Cal.com + Zoom: When a new invoice is paid in FreshBooks, a follow-up meeting is booked via Cal.com and a meeting link is generated on Zoom.
Cal.com and FreshBooks integration alternatives
About Cal.com
Embed Cal.com in Latenode to automate meeting scheduling. Trigger flows based on booking events: send follow-up emails, update CRMs, or generate reports. Latenode adds advanced logic, data manipulation, and integrations Cal.com lacks natively, creating flexible, scalable scheduling workflows.
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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 Cal.com and FreshBooks
How can I connect my Cal.com account to FreshBooks using Latenode?
To connect your Cal.com account to FreshBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cal.com and click on "Connect".
- Authenticate your Cal.com and FreshBooks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create invoices upon booking confirmation?
Yes, you can! Latenode automates invoice creation in FreshBooks from Cal.com bookings. This saves time and ensures prompt billing, leveraging our visual editor for easy setup.
What types of tasks can I perform by integrating Cal.com with FreshBooks?
Integrating Cal.com with FreshBooks allows you to perform various tasks, including:
- Create FreshBooks invoices automatically after a Cal.com booking.
- Update client details in FreshBooks when a Cal.com event is scheduled.
- Send payment reminders in FreshBooks based on Cal.com booking dates.
- Track booking revenue from Cal.com in your FreshBooks reports.
- Generate personalized thank you emails via AI after a completed booking.
Can I use JavaScript to customize my integration?
Yes, Latenode supports JavaScript. This allows custom logic and data transformations within your Cal.com and FreshBooks workflows for tailored automation.
Are there any limitations to the Cal.com and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript knowledge.
- Custom FreshBooks fields might need manual mapping.
- Real-time data synchronization depends on API rate limits.
