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Automatically create FreshBooks invoices from positive Delighted survey responses, streamlining accounting. Latenode's visual editor and affordable execution time makes this integration powerful and cost-effective, scaling with your business needs.
Connect Delighted and FreshBooks in minutes with Latenode.
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Create a New Scenario to Connect Delighted and FreshBooks
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Delighted, triggered by another scenario, or executed manually (for testing purposes). In most cases, Delighted or FreshBooks will be your first step. To do this, click "Choose an app," find Delighted or FreshBooks, and select the appropriate trigger to start the scenario.
Add the Delighted Node
Select the Delighted node from the app selection panel on the right.
Delighted
Configure the Delighted
Click on the Delighted node to configure it. You can modify the Delighted 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 Delighted node, select FreshBooks from the list of available apps, and choose the action you need from the list of nodes within FreshBooks.
Delighted
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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 Delighted 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 Delighted 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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Delighted
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Delighted, FreshBooks, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Delighted and FreshBooks integration works as expected. Depending on your setup, data should flow between Delighted and FreshBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Delighted + FreshBooks + Slack: When a customer submits a new response in Delighted indicating a low satisfaction score, find their invoice in FreshBooks and then notify the accounting team in Slack via a public channel message, providing relevant invoice details to proactively address any potential billing concerns.
FreshBooks + Delighted + Google Sheets: When a new invoice is created in FreshBooks, send an email survey to the customer via Delighted to gather feedback, and subsequently save the survey response in a new row in Google Sheets for analysis and record-keeping.
About Delighted
Automate feedback loops with Delighted in Latenode. Send surveys post-interaction and instantly act on results. Route scores to your team's Slack, update records in your CRM, or trigger follow-ups based on sentiment. Build adaptable workflows with no-code tools, custom logic, and AI β all without per-step costs.
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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 β all automated with Latenode's flexible, no-code visual builder.
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How can I connect my Delighted account to FreshBooks using Latenode?
To connect your Delighted account to FreshBooks on Latenode, follow these steps:
Can I automatically create FreshBooks invoices from positive Delighted survey responses?
Yes, you can! Latenode's visual editor makes it easy to trigger invoice creation in FreshBooks based on positive feedback in Delighted, streamlining your accounting workflow.
What types of tasks can I perform by integrating Delighted with FreshBooks?
Integrating Delighted with FreshBooks allows you to perform various tasks, including:
How does Latenode handle Delighted webhooks for real-time automation?
Latenode seamlessly processes Delighted webhooks, triggering instant actions. Use our visual builder or JavaScript blocks to craft custom responses.
Are there any limitations to the Delighted and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: