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How to connect FreshBooks and Chargebee
Create a New Scenario to Connect FreshBooks and Chargebee
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 Chargebee will be your first step. To do this, click "Choose an app," find FreshBooks or Chargebee, 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 Chargebee Node
Next, click the plus (+) icon on the FreshBooks node, select Chargebee from the list of available apps, and choose the action you need from the list of nodes within Chargebee.
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Authenticate Chargebee
Now, click the Chargebee node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Chargebee settings. Authentication allows you to use Chargebee through Latenode.
Configure the FreshBooks and Chargebee 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 Chargebee 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, Chargebee, 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 Chargebee integration works as expected. Depending on your setup, data should flow between FreshBooks and Chargebee (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 Chargebee
Chargebee + Slack + FreshBooks: When a new subscription is created in Chargebee, the automation finds the corresponding client in FreshBooks and sends a notification to a Slack channel.
FreshBooks + Google Sheets + Chargebee: When a new invoice is created in FreshBooks, the automation records the invoice details in Google Sheets for financial reporting. The Chargebee actions can update customer details to reflect these new invoices.
FreshBooks and Chargebee 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 Chargebee
Use Chargebee in Latenode to automate subscription management tasks. Create workflows that trigger actions based on subscription events, like new sign-ups or failed payments. Sync Chargebee data with CRMs, accounting software, or internal databases. Process data with no-code tools or custom JavaScript. Scale billing processes with Latenode's efficient execution model.
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See how Latenode works
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FAQ FreshBooks and Chargebee
How can I connect my FreshBooks account to Chargebee using Latenode?
To connect your FreshBooks account to Chargebee 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 Chargebee accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation after new Chargebee subscription?
Yes, you can! Latenode lets you automatically create FreshBooks invoices upon new Chargebee subscriptions, saving time and ensuring accurate billing with our visual workflow builder.
What types of tasks can I perform by integrating FreshBooks with Chargebee?
Integrating FreshBooks with Chargebee allows you to perform various tasks, including:
- Create FreshBooks invoices for new Chargebee subscriptions.
- Update customer details in FreshBooks from Chargebee data.
- Track failed payments in Chargebee and flag invoices in FreshBooks.
- Synchronize product information between Chargebee and FreshBooks.
- Generate reports combining subscription and invoicing data.
Can I use custom fields from FreshBooks within Chargebee workflows?
Yes, Latenode allows you to access and utilize custom fields from FreshBooks in your Chargebee workflows for personalized automation.
Are there any limitations to the FreshBooks and Chargebee integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration may require manual setup.
- Complex calculations might require JavaScript code blocks.
- Real-time synchronization depends on API rate limits.
