How to connect FreshBooks and Cloudinary
Create a New Scenario to Connect FreshBooks and Cloudinary
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 Cloudinary will be your first step. To do this, click "Choose an app," find FreshBooks or Cloudinary, 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 Cloudinary Node
Next, click the plus (+) icon on the FreshBooks node, select Cloudinary from the list of available apps, and choose the action you need from the list of nodes within Cloudinary.

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Authenticate Cloudinary
Now, click the Cloudinary node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cloudinary settings. Authentication allows you to use Cloudinary through Latenode.
Configure the FreshBooks and Cloudinary 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 Cloudinary 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, Cloudinary, 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 Cloudinary integration works as expected. Depending on your setup, data should flow between FreshBooks and Cloudinary (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 Cloudinary
FreshBooks + Cloudinary + Google Drive: When a new invoice is created in FreshBooks, the associated document (e.g., a PDF receipt) is uploaded to Cloudinary for optimization. The optimized image is then saved to a specified folder in Google Drive for archiving.
Cloudinary + FreshBooks + Slack: When a new design asset is uploaded to Cloudinary, this automation finds a user in FreshBooks, and then sends a message to a Slack channel to notify users of the new asset, improving team communication and workflow.
FreshBooks and Cloudinary 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 Cloudinary
Automate image and video optimization with Cloudinary in Latenode. Resize, convert, and deliver media assets based on triggers or data from any app. Streamline content workflows by integrating Cloudinary’s powerful transformations directly into your automated processes, reducing manual work. Scale efficiently and pay only for execution time.
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FAQ FreshBooks and Cloudinary
How can I connect my FreshBooks account to Cloudinary using Latenode?
To connect your FreshBooks account to Cloudinary 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 Cloudinary accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically upload invoice attachments to Cloudinary?
Yes, you can! Latenode automates this, archiving FreshBooks invoice attachments directly to Cloudinary. This ensures centralized media asset management with version control.
What types of tasks can I perform by integrating FreshBooks with Cloudinary?
Integrating FreshBooks with Cloudinary allows you to perform various tasks, including:
- Automatically backing up FreshBooks invoice PDFs to a Cloudinary folder.
- Using AI in Latenode to tag invoice images stored in Cloudinary.
- Generating dynamic image URLs in Cloudinary based on FreshBooks data.
- Storing client logos from FreshBooks in Cloudinary for website use.
- Creating shareable links for invoices stored as images on Cloudinary.
How do I trigger workflows based on new FreshBooks invoices?
Latenode lets you trigger workflows instantly on new FreshBooks invoices. Use webhooks to start automations the moment an invoice is created.
Are there any limitations to the FreshBooks and Cloudinary integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex image transformations in Cloudinary might require JavaScript coding in Latenode.
- Real-time syncing of very large files may experience delays.
- The number of operations depends on your Latenode subscription plan.