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How to connect Formsite and FreshBooks
Create a New Scenario to Connect Formsite 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 Formsite, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formsite or FreshBooks will be your first step. To do this, click "Choose an app," find Formsite or FreshBooks, and select the appropriate trigger to start the scenario.
Add the Formsite Node
Select the Formsite node from the app selection panel on the right.
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Configure the Formsite
Click on the Formsite node to configure it. You can modify the Formsite 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 Formsite 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 Formsite 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 Formsite 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 Formsite, 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 Formsite and FreshBooks integration works as expected. Depending on your setup, data should flow between Formsite 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 Formsite and FreshBooks
Formsite + FreshBooks + Slack: When a new form is submitted in Formsite, a new client is created in FreshBooks. Then, a message is sent to a Slack channel to notify the team of the new client.
FreshBooks + Formsite + Google Sheets: When an invoice is paid in FreshBooks, the automation finds the corresponding form submission in Formsite. The form data is then added as a new row in Google Sheets.
Formsite and FreshBooks integration alternatives
About Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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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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FAQ Formsite and FreshBooks
How can I connect my Formsite account to FreshBooks using Latenode?
To connect your Formsite account to FreshBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formsite and click on "Connect".
- Authenticate your Formsite and FreshBooks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create invoices from new form submissions?
Yes, you can! Latenode's visual editor lets you map Formsite data to FreshBooks invoices easily. Streamline billing and save valuable time automating invoice creation.
What types of tasks can I perform by integrating Formsite with FreshBooks?
Integrating Formsite with FreshBooks allows you to perform various tasks, including:
- Create new FreshBooks clients from Formsite submissions.
- Automatically generate invoices for new orders via Formsite.
- Update client details in FreshBooks based on Formsite updates.
- Send customized thank you emails via FreshBooks after form submission.
- Track form submission revenue directly within FreshBooks reports.
How secure is my Formsite data when using Latenode integrations?
Latenode uses industry-standard encryption and security protocols. Your data is securely transferred and stored, ensuring privacy and compliance.
Are there any limitations to the Formsite and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require custom JavaScript code.
- Real-time synchronization depends on API availability and rate limits.
- File size limits may apply to file uploads via Formsite forms.
