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Automatically create FreshBooks invoices from signed documents processed in ConvertAPI. Latenode's visual editor and affordable pricing make document workflow automation simple. Scale with JavaScript and custom logic!
Connect ConvertAPI and FreshBooks in minutes with Latenode.
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Create a New Scenario to Connect ConvertAPI 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 ConvertAPI, triggered by another scenario, or executed manually (for testing purposes). In most cases, ConvertAPI or FreshBooks will be your first step. To do this, click "Choose an app," find ConvertAPI or FreshBooks, and select the appropriate trigger to start the scenario.
Add the ConvertAPI Node
Select the ConvertAPI node from the app selection panel on the right.
ConvertAPI
Configure the ConvertAPI
Click on the ConvertAPI node to configure it. You can modify the ConvertAPI 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 ConvertAPI 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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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 ConvertAPI 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 ConvertAPI 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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ConvertAPI
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring ConvertAPI, 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 ConvertAPI and FreshBooks integration works as expected. Depending on your setup, data should flow between ConvertAPI and FreshBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
ConvertAPI + FreshBooks + Google Drive: When a file is converted using ConvertAPI, find the related client in FreshBooks and archive the converted document in a specific Google Drive folder associated with that client.
FreshBooks + ConvertAPI + Slack: Upon creation of a new invoice in FreshBooks, convert the invoice to a PDF file using ConvertAPI and then send a notification to the client via Slack with a link to the converted PDF.
About ConvertAPI
Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.
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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 ConvertAPI account to FreshBooks using Latenode?
To connect your ConvertAPI account to FreshBooks on Latenode, follow these steps:
Can I automatically create FreshBooks invoices from converted documents?
Yes, you can! Latenode’s visual editor simplifies this. Trigger invoice creation upon successful ConvertAPI conversion, streamlining your billing and saving time.
What types of tasks can I perform by integrating ConvertAPI with FreshBooks?
Integrating ConvertAPI with FreshBooks allows you to perform various tasks, including:
How does Latenode handle ConvertAPI file size limits during conversions?
Latenode provides tools for chunking large files and managing parallel processes, bypassing ConvertAPI’s limits for optimal processing efficiency.
Are there any limitations to the ConvertAPI and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: