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How to connect Cloze and FreshBooks
Create a New Scenario to Connect Cloze 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 Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or FreshBooks will be your first step. To do this, click "Choose an app," find Cloze or FreshBooks, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
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Add the FreshBooks Node
Next, click the plus (+) icon on the Cloze 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 Cloze 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 Cloze 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 Cloze, 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 Cloze and FreshBooks integration works as expected. Depending on your setup, data should flow between Cloze 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 Cloze and FreshBooks
Cloze + FreshBooks + Slack: When a new project is created in Cloze, an invoice is created in FreshBooks. A notification is then sent to a dedicated Slack channel to alert the sales team about the new invoice.
FreshBooks + Cloze + Google Sheets: When a new invoice is created in FreshBooks, client details are updated in Cloze. The invoice data is also recorded in a Google Sheet for tracking and analysis.
Cloze and FreshBooks integration alternatives
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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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 Cloze and FreshBooks
How can I connect my Cloze account to FreshBooks using Latenode?
To connect your Cloze account to FreshBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze and FreshBooks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create invoices from won Cloze deals?
Yes, you can! Latenode lets you automate invoice creation in FreshBooks when a deal closes in Cloze. This saves time and ensures accurate, timely billing.
What types of tasks can I perform by integrating Cloze with FreshBooks?
Integrating Cloze with FreshBooks allows you to perform various tasks, including:
- Create a new FreshBooks client from a new Cloze contact.
- Update client details in FreshBooks when a Cloze contact is updated.
- Generate invoices in FreshBooks when a deal reaches a specific stage in Cloze.
- Send payment reminders from FreshBooks based on Cloze deal milestones.
- Track invoice payments in FreshBooks and update deal status in Cloze.
How does Latenode handle Cloze API rate limits?
Latenode intelligently manages API calls, queuing requests to avoid rate limits, ensuring smooth and reliable automation.
Are there any limitations to the Cloze and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration is not supported; only new data is synchronized.
- Complex custom fields in Cloze may require JavaScript transformations.
- Large data volumes might impact performance without optimization.
