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How to connect Contacts+ and FreshBooks
Create a New Scenario to Connect Contacts+ 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 Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or FreshBooks will be your first step. To do this, click "Choose an app," find Contacts+ or FreshBooks, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ 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 Contacts+ 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 Contacts+ 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 Contacts+ 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 Contacts+, 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 Contacts+ and FreshBooks integration works as expected. Depending on your setup, data should flow between Contacts+ 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 Contacts+ and FreshBooks
Contacts+ + FreshBooks + Slack: When a new contact is created in Contacts+, a new client is automatically created in FreshBooks. Then, a welcome message is sent to a Slack channel.
FreshBooks + Contacts+ + Mailchimp: When a new invoice is paid in FreshBooks, the client's email address is retrieved from Contacts+ and added to a customer appreciation campaign in Mailchimp.
Contacts+ and FreshBooks integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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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 Contacts+ and FreshBooks
How can I connect my Contacts+ account to FreshBooks using Latenode?
To connect your Contacts+ account to FreshBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ 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 Contacts+ contacts?
Yes, you can! Latenode lets you build custom workflows to automate invoice creation in FreshBooks whenever a new contact is added in Contacts+, saving you time and ensuring accuracy.
What types of tasks can I perform by integrating Contacts+ with FreshBooks?
Integrating Contacts+ with FreshBooks allows you to perform various tasks, including:
- Create new FreshBooks clients from new Contacts+ contacts.
- Update existing FreshBooks clients with Contacts+ contact changes.
- Log Contacts+ meeting notes to FreshBooks project memos.
- Trigger invoice reminders in FreshBooks based on Contacts+ event dates.
- Sync contact information between both platforms.
How does Latenode handle duplicate contacts between Contacts+ and FreshBooks?
Latenode's advanced logic allows you to implement deduplication strategies, preventing duplicate entries and ensuring data integrity across both platforms.
Are there any limitations to the Contacts+ and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data sync may require custom implementation.
- Complex data transformations may require JavaScript code.
- Some advanced FreshBooks features might not have direct integration nodes.
