.svg){kind=icon}
How to connect FreshBooks and Calendly
Create a New Scenario to Connect FreshBooks and Calendly
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 Calendly will be your first step. To do this, click "Choose an app," find FreshBooks or Calendly, 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.
+
1
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.
Add the Calendly Node
Next, click the plus (+) icon on the FreshBooks node, select Calendly from the list of available apps, and choose the action you need from the list of nodes within Calendly.
1
FreshBooks
⚙
+
2
Calendly
Authenticate Calendly
Now, click the Calendly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Calendly settings. Authentication allows you to use Calendly through Latenode.
Configure the FreshBooks and Calendly 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 Calendly 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Calendly
1
Trigger on Webhook
⚙
2
FreshBooks
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring FreshBooks, Calendly, 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 Calendly integration works as expected. Depending on your setup, data should flow between FreshBooks and Calendly (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 Calendly
Calendly + FreshBooks + Slack: When a new invitee is created in Calendly, create a corresponding client in FreshBooks and then send a notification to a Slack channel.
FreshBooks + Calendly + Google Calendar: When a new invoice is created in FreshBooks, automatically schedule a follow-up call in Google Calendar using Calendly to determine availability.
FreshBooks and Calendly 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.
Related categories
About Calendly
Automate meeting scheduling with Calendly in Latenode. Trigger workflows based on new bookings or cancellations. Automatically update CRMs, send personalized follow-ups, or manage team calendars, freeing up valuable time. Latenode adds flexible logic and integrations Calendly lacks, all visually and affordably.
Related categories
See how Latenode works
.svg)
.png)
FAQ FreshBooks and Calendly
How can I connect my FreshBooks account to Calendly using Latenode?
To connect your FreshBooks account to Calendly 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 Calendly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create FreshBooks invoices after Calendly meetings?
Yes, you can! Latenode allows seamless automation, triggering invoice creation in FreshBooks upon a completed Calendly meeting. This saves time and ensures prompt billing.
What types of tasks can I perform by integrating FreshBooks with Calendly?
Integrating FreshBooks with Calendly allows you to perform various tasks, including:
- Create FreshBooks invoices automatically after a Calendly meeting is booked.
- Update client details in FreshBooks when a Calendly event is scheduled.
- Send payment reminders via email based on Calendly booking confirmations.
- Track meeting attendance and log billable hours in FreshBooks.
- Generate summary reports of income tied to specific Calendly event types.
Can I use JavaScript to enhance my FreshBooks and Calendly integrations?
Yes! Latenode allows custom JavaScript code, letting you process complex data transformations between FreshBooks and Calendly, exceeding no-code limitations.
Are there any limitations to the FreshBooks and Calendly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex invoice customization might require custom JavaScript coding.
- Historical data migration between the two apps needs manual setup.
- Latenode access depends on the rate limits of FreshBooks and Calendly APIs.
