FreshBooks and Acuity Scheduling Integration

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Automatically create FreshBooks invoices from Acuity Scheduling appointments. Use Latenode's visual editor to tailor the invoice details, then add custom logic with JavaScript and scale effortlessly with affordable execution-based pricing.

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FreshBooks

Acuity Scheduling

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect FreshBooks and Acuity Scheduling

Create a New Scenario to Connect FreshBooks and Acuity Scheduling

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 Acuity Scheduling will be your first step. To do this, click "Choose an app," find FreshBooks or Acuity Scheduling, 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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FreshBooks

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.

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FreshBooks

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Connect FreshBooks

Sign In

Run node once

Add the Acuity Scheduling Node

Next, click the plus (+) icon on the FreshBooks node, select Acuity Scheduling from the list of available apps, and choose the action you need from the list of nodes within Acuity Scheduling.

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FreshBooks

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Acuity Scheduling

Authenticate Acuity Scheduling

Now, click the Acuity Scheduling node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Acuity Scheduling settings. Authentication allows you to use Acuity Scheduling through Latenode.

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FreshBooks

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Acuity Scheduling

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Connect Acuity Scheduling

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Run node once

Configure the FreshBooks and Acuity Scheduling Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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FreshBooks

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Acuity Scheduling Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the FreshBooks and Acuity Scheduling 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 FreshBooks, Acuity Scheduling, 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 Acuity Scheduling integration works as expected. Depending on your setup, data should flow between FreshBooks and Acuity Scheduling (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 Acuity Scheduling

Acuity Scheduling + FreshBooks + Slack: When a new appointment is booked in Acuity Scheduling, find the corresponding client in FreshBooks. Then, send a Slack notification containing the appointment details and FreshBooks client information to a specified channel.

Acuity Scheduling + FreshBooks + Zoom: When a new appointment is booked in Acuity Scheduling, create a corresponding invoice in FreshBooks and automatically schedule a Zoom meeting. The details of the Zoom meeting can then be communicated separately using another flow.

FreshBooks and Acuity Scheduling 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 Acuity Scheduling

Automate appointment scheduling with Acuity inside Latenode. Sync appointments to calendars, send reminders, and update CRMs automatically. Ditch manual data entry and build custom workflows using Latenode’s visual editor and API-first design. Scale your scheduling processes without code or per-step pricing limits.

See how Latenode works

FAQ FreshBooks and Acuity Scheduling

How can I connect my FreshBooks account to Acuity Scheduling using Latenode?

To connect your FreshBooks account to Acuity Scheduling 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 Acuity Scheduling accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create FreshBooks invoices from Acuity appointments?

Yes, you can! Latenode allows seamless automation, instantly generating FreshBooks invoices upon new Acuity Scheduling appointments, saving time and ensuring accurate billing.

What types of tasks can I perform by integrating FreshBooks with Acuity Scheduling?

Integrating FreshBooks with Acuity Scheduling allows you to perform various tasks, including:

  • Creating FreshBooks invoices for new Acuity Scheduling appointments.
  • Updating client information in FreshBooks based on Acuity Scheduling data.
  • Sending payment reminders in FreshBooks based on appointment dates.
  • Generating financial reports in FreshBooks based on appointment types.
  • Automatically logging billable time in FreshBooks from Acuity appointments.

How can I manage FreshBooks invoices with Latenode’s automation features?

Latenode lets you automate invoice creation, sending, and payment tracking within FreshBooks, with custom logic and AI to refine the process.

Are there any limitations to the FreshBooks and Acuity Scheduling integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex custom field mappings may require advanced configuration.
  • Real-time synchronization depends on the API limits of FreshBooks and Acuity Scheduling.
  • Historical data migration might need manual intervention due to API constraints.

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