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How to connect FreshBooks and Basin
Create a New Scenario to Connect FreshBooks and Basin
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 Basin will be your first step. To do this, click "Choose an app," find FreshBooks or Basin, 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 Basin Node
Next, click the plus (+) icon on the FreshBooks node, select Basin from the list of available apps, and choose the action you need from the list of nodes within Basin.
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Authenticate Basin
Now, click the Basin node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Basin settings. Authentication allows you to use Basin through Latenode.
Configure the FreshBooks and Basin 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 Basin 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, Basin, 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 Basin integration works as expected. Depending on your setup, data should flow between FreshBooks and Basin (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 Basin
FreshBooks + Basin + Slack: When a new invoice is created in FreshBooks, and a form is submitted in Basin, a notification is sent to the finance team in Slack.
Basin + FreshBooks + Google Sheets: When a new form is submitted in Basin, the customer information is updated in FreshBooks, and a new row is added to a Google Sheet for record-keeping.
FreshBooks and Basin 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 Basin
Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.
Similar apps
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See how Latenode works
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FAQ FreshBooks and Basin
How can I connect my FreshBooks account to Basin using Latenode?
To connect your FreshBooks account to Basin 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 Basin accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create FreshBooks invoices from new Basin submissions?
Yes, with Latenode, you can automatically create FreshBooks invoices when a new submission is received in Basin, streamlining your billing process and saving time through automation.
What types of tasks can I perform by integrating FreshBooks with Basin?
Integrating FreshBooks with Basin allows you to perform various tasks, including:
- Automatically creating FreshBooks clients from new Basin form entries.
- Sending invoice payment reminders based on Basin form submission dates.
- Updating Basin entries when a FreshBooks invoice is paid.
- Generating custom reports combining FreshBooks data with Basin data.
- Triggering automated email sequences upon invoice creation.
HowsecureistheFreshBooksBasinintegrationonLatenode?
Latenode uses secure authentication protocols and encryption to protect your FreshBooks and Basin data during integration and workflow execution, ensuring data privacy.
Are there any limitations to the FreshBooks and Basin integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- The number of API calls to FreshBooks may be limited based on your FreshBooks plan.
- Complex data transformations may require custom JavaScript code.
- Real-time synchronization depends on the webhook availability of both apps.
