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How to connect FreshBooks and Bexio
Create a New Scenario to Connect FreshBooks and Bexio
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 Bexio will be your first step. To do this, click "Choose an app," find FreshBooks or Bexio, 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 Bexio Node
Next, click the plus (+) icon on the FreshBooks node, select Bexio from the list of available apps, and choose the action you need from the list of nodes within Bexio.
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Authenticate Bexio
Now, click the Bexio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Bexio settings. Authentication allows you to use Bexio through Latenode.
Configure the FreshBooks and Bexio 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 Bexio 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, Bexio, 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 Bexio integration works as expected. Depending on your setup, data should flow between FreshBooks and Bexio (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 Bexio
FreshBooks + Bexio + Slack: When a new invoice is created in FreshBooks, it is automatically created in Bexio, and a notification is sent to the accounting team in Slack to review the newly created invoice.
Bexio + FreshBooks + Google Sheets: Whenever a new sales invoice is created in Bexio, the information is used to create a corresponding invoice in FreshBooks, and then the details of the invoice are logged into a Google Sheet for consolidated reporting.
FreshBooks and Bexio 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 Bexio
Sync Bexio contacts, invoices, or products with other apps via Latenode. Automate accounting tasks: trigger invoice creation from new orders or update customer data across your stack. Latenode's visual editor simplifies building complex workflows, and its JavaScript node adds flexibility beyond Bexio's defaults.
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See how Latenode works
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FAQ FreshBooks and Bexio
How can I connect my FreshBooks account to Bexio using Latenode?
To connect your FreshBooks account to Bexio 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 Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Bexio contacts from new FreshBooks clients?
Yes, you can! Latenode enables real-time synchronization. Automatically update Bexio when new FreshBooks clients are added, saving time and ensuring consistent data across both platforms.
What types of tasks can I perform by integrating FreshBooks with Bexio?
Integrating FreshBooks with Bexio allows you to perform various tasks, including:
- Create Bexio invoices automatically from new FreshBooks estimates.
- Synchronize contact information between FreshBooks and Bexio.
- Update project details in Bexio when a FreshBooks project is finalized.
- Trigger Bexio payment reminders based on FreshBooks invoice due dates.
- Log FreshBooks expenses in Bexio for unified financial reporting.
How do I handle currency conversions between FreshBooks and Bexio?
Latenode allows using built-in currency conversion tools. You can also integrate with third-party APIs to ensure accurate and up-to-date conversions between systems.
Are there any limitations to the FreshBooks and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields might require advanced configuration via JavaScript.
- Real-time data synchronization is subject to the API limits of both platforms.
- Historical data migration may require a separate, one-time setup process.
