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How to connect FreshBooks and Contacts+
Create a New Scenario to Connect FreshBooks and Contacts+
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 Contacts+ will be your first step. To do this, click "Choose an app," find FreshBooks or Contacts+, 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 Contacts+ Node
Next, click the plus (+) icon on the FreshBooks node, select Contacts+ from the list of available apps, and choose the action you need from the list of nodes within Contacts+.
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Authenticate Contacts+
Now, click the Contacts+ node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Contacts+ settings. Authentication allows you to use Contacts+ through Latenode.
Configure the FreshBooks and Contacts+ 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 Contacts+ 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, Contacts+, 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 Contacts+ integration works as expected. Depending on your setup, data should flow between FreshBooks and Contacts+ (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 Contacts+
FreshBooks + Contacts+ + Slack: When a new client is created in FreshBooks, their information is used to create a new contact in Contacts+. A Slack message is then sent to a specified channel to notify the team about the new client.
Contacts+ + FreshBooks + Google Sheets: When a contact is updated in Contacts+, their information, along with relevant FreshBooks data (found using the contact's email or name to find client data), is logged into a Google Sheet for reporting purposes.
FreshBooks and Contacts+ 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 Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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FAQ FreshBooks and Contacts+
How can I connect my FreshBooks account to Contacts+ using Latenode?
To connect your FreshBooks account to Contacts+ 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 Contacts+ accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new FreshBooks clients to Contacts+?
Yes, you can! Latenode lets you automatically add new FreshBooks clients to Contacts+, keeping your contact lists updated in real time and saving you valuable time.
What types of tasks can I perform by integrating FreshBooks with Contacts+?
Integrating FreshBooks with Contacts+ allows you to perform various tasks, including:
- Create new Contacts+ contacts from new FreshBooks clients.
- Update contact information in Contacts+ from FreshBooks changes.
- Trigger FreshBooks invoice creation from Contacts+ events.
- Enrich FreshBooks client profiles with Contacts+ data.
- Automatically send thank you notes via Contacts+ after invoice payments.
How do I handle errors when using FreshBooks on Latenode?
Latenode provides detailed error logging and retry mechanisms, so you can quickly identify and resolve issues in your FreshBooks workflows.
Are there any limitations to the FreshBooks and Contacts+ integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- The number of operations depends on your FreshBooks and Contacts+ plans.
- Custom field mapping may require JavaScript for advanced transformations.
- Initial data synchronization might take time for large datasets.
