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How to connect Canny and FreshBooks
Create a New Scenario to Connect Canny 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 Canny, triggered by another scenario, or executed manually (for testing purposes). In most cases, Canny or FreshBooks will be your first step. To do this, click "Choose an app," find Canny or FreshBooks, and select the appropriate trigger to start the scenario.
Add the Canny Node
Select the Canny node from the app selection panel on the right.
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Add the FreshBooks Node
Next, click the plus (+) icon on the Canny 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 Canny 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 Canny 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 Canny, 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 Canny and FreshBooks integration works as expected. Depending on your setup, data should flow between Canny 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 Canny and FreshBooks
Canny + FreshBooks + Slack: When a feature request in Canny is marked as 'Completed', this automation creates an invoice in FreshBooks for the user. A direct Slack message is then sent to notify the user about the completed feature and the invoice.
FreshBooks + Canny + Google Sheets: When a new invoice is paid in FreshBooks, this automation finds the associated customer feedback in Canny based on client name, and logs the paid invoice and feedback details into a Google Sheet for tracking and analysis.
Canny and FreshBooks integration alternatives
About Canny
Integrate Canny with Latenode to automate feedback management. Capture user suggestions and bug reports directly, then route them to the right teams. Use AI to categorize input, update task trackers, and notify users of progress, automating the feedback loop and improving responsiveness.
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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 Canny and FreshBooks
How can I connect my Canny account to FreshBooks using Latenode?
To connect your Canny account to FreshBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Canny and click on "Connect".
- Authenticate your Canny and FreshBooks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create FreshBooks invoices from Canny feature requests?
Yes, you can! Latenode's visual editor and logic blocks let you automate invoice generation based on popular feature requests, streamlining billing and prioritizing development.
What types of tasks can I perform by integrating Canny with FreshBooks?
Integrating Canny with FreshBooks allows you to perform various tasks, including:
- Create FreshBooks clients from new Canny users automatically.
- Generate invoices in FreshBooks for feature requests with high votes.
- Update client details in FreshBooks when Canny user data changes.
- Track feature request costs in FreshBooks using custom fields.
- Send thank-you notes via Canny when invoices are paid in FreshBooks.
How does Latenode enhance Canny data with FreshBooks billing info?
Latenode allows enriching Canny user profiles with FreshBooks data, providing insights into which features are requested by paying customers.
Are there any limitations to the Canny and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical Canny data might require manual import for initial FreshBooks synchronization.
- Complex FreshBooks invoice structures may need custom JavaScript for accurate automation.
- Rate limits on Canny and FreshBooks APIs may affect high-volume workflows.
