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How to connect FreshBooks and 7todos
Create a New Scenario to Connect FreshBooks and 7todos
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 FreshBooks, triggered by another scenario, or executed manually (for testing purposes). In most cases, FreshBooks or 7todos will be your first step. To do this, click "Choose an app," find FreshBooks or 7todos, and select the appropriate trigger to start the scenario.
Add the FreshBooks Node
Select the FreshBooks node from the app selection panel on the right.
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Configure the FreshBooks
Click on the FreshBooks node to configure it. You can modify the FreshBooks URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the 7todos Node
Next, click the plus (+) icon on the FreshBooks node, select 7todos from the list of available apps, and choose the action you need from the list of nodes within 7todos.
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Authenticate 7todos
Now, click the 7todos node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your 7todos settings. Authentication allows you to use 7todos through Latenode.
Configure the FreshBooks and 7todos 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 FreshBooks and 7todos 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring FreshBooks, 7todos, 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 FreshBooks and 7todos integration works as expected. Depending on your setup, data should flow between FreshBooks and 7todos (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect FreshBooks and 7todos
FreshBooks + 7todos + Slack: When a new invoice is created in FreshBooks, a task is created in 7todos to follow up on the invoice. A message is then sent to a Slack channel to notify the team about the new invoice and the created task.
7todos + FreshBooks + Google Calendar: When a task is completed in 7todos (no trigger available for this), an invoice is created in FreshBooks and a follow-up meeting is scheduled in Google Calendar.
FreshBooks and 7todos integration alternatives
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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About 7todos
Automate task management with 7todos in Latenode. Create flows that automatically add, update, or close tasks based on triggers from other apps. Sync project updates, schedule reminders, and centralize task data. Latenode adds scale and control with visual flows, custom scripts, and direct API access to 7todos.
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See how Latenode works
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FAQ FreshBooks and 7todos
How can I connect my FreshBooks account to 7todos using Latenode?
To connect your FreshBooks account to 7todos on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select FreshBooks and click on "Connect".
- Authenticate your FreshBooks and 7todos accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I create 7todos tasks from new FreshBooks invoices?
Yes, you can! Latenode's visual editor allows you to trigger task creation in 7todos whenever a new invoice is generated in FreshBooks, improving task management.
What types of tasks can I perform by integrating FreshBooks with 7todos?
Integrating FreshBooks with 7todos allows you to perform various tasks, including:
- Create a 7todos task when a new invoice is created in FreshBooks.
- Update a 7todos task when a FreshBooks invoice is paid.
- Generate FreshBooks invoices from completed 7todos tasks.
- Assign 7todos tasks based on FreshBooks client information.
- Sync FreshBooks project details with 7todos task lists.
What FreshBooks data can I access via Latenode integrations?
You can access invoice details, client information, payment statuses, and project data, leveraging Latenode's data mapping for detailed automation.
Are there any limitations to the FreshBooks and 7todos integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both apps.
- Some advanced FreshBooks or 7todos features might not be directly supported.
