How to connect ConvertKit and FreshBooks
Create a New Scenario to Connect ConvertKit and FreshBooks
In the workspace, click the โCreate New Scenarioโ button.

Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a ConvertKit, triggered by another scenario, or executed manually (for testing purposes). In most cases, ConvertKit or FreshBooks will be your first step. To do this, click "Choose an app," find ConvertKit or FreshBooks, and select the appropriate trigger to start the scenario.

Add the ConvertKit Node
Select the ConvertKit node from the app selection panel on the right.


ConvertKit

Configure the ConvertKit
Click on the ConvertKit node to configure it. You can modify the ConvertKit 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 ConvertKit 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 ConvertKit 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 ConvertKit 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 donโt 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring ConvertKit, FreshBooks, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the ConvertKit and FreshBooks integration works as expected. Depending on your setup, data should flow between ConvertKit 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 ConvertKit and FreshBooks
ConvertKit + FreshBooks + WooCommerce: When a new subscriber is added to ConvertKit, a new client is created in FreshBooks. Then, a new customer profile is created in WooCommerce using the subscriber's information.
FreshBooks + ConvertKit + Slack: When a new invoice is created in FreshBooks, the client is added to a specific ConvertKit sequence and a notification message is sent to a designated Slack channel.
ConvertKit and FreshBooks integration alternatives

About ConvertKit
Automate email marketing with ConvertKit in Latenode. Sync new subscribers, trigger campaigns based on events, and segment lists dynamically. Connect ConvertKit to any app via Latenode's visual editor. Enrich data and personalize flows with JavaScript, ensuring relevant messaging and optimized deliverability, without complex coding.
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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 โ all automated with Latenode's flexible, no-code visual builder.
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See how Latenode works
FAQ ConvertKit and FreshBooks
How can I connect my ConvertKit account to FreshBooks using Latenode?
To connect your ConvertKit account to FreshBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ConvertKit and click on "Connect".
- Authenticate your ConvertKit and FreshBooks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation after new ConvertKit subscription?
Yes! Latenode lets you instantly create FreshBooks invoices upon new ConvertKit subscriptions, eliminating manual entry. Boost efficiency and ensure timely billing using our flexible platform.
What types of tasks can I perform by integrating ConvertKit with FreshBooks?
Integrating ConvertKit with FreshBooks allows you to perform various tasks, including:
- Automatically creating invoices for new ConvertKit subscribers.
- Updating contact information in FreshBooks from ConvertKit data.
- Triggering email campaigns based on invoice payment status.
- Adding ConvertKit subscribers to FreshBooks as new clients.
- Syncing purchase history between ConvertKit and FreshBooks.
How do I handle complex data transformations between ConvertKit and FreshBooks?
Latenode simplifies complex data transformations with built-in functions and JavaScript blocks, ensuring seamless data flow between ConvertKit and FreshBooks.
Are there any limitations to the ConvertKit and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires manual setup outside the standard integration.
- Highly customized FreshBooks invoice templates might need specific scripting.
- Real-time sync depends on the API rate limits of both ConvertKit and FreshBooks.