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How to connect FreshBooks and HighLevel
Create a New Scenario to Connect FreshBooks and HighLevel
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 HighLevel will be your first step. To do this, click "Choose an app," find FreshBooks or HighLevel, 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 HighLevel Node
Next, click the plus (+) icon on the FreshBooks node, select HighLevel from the list of available apps, and choose the action you need from the list of nodes within HighLevel.
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Authenticate HighLevel
Now, click the HighLevel node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your HighLevel settings. Authentication allows you to use HighLevel through Latenode.
Configure the FreshBooks and HighLevel 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 HighLevel 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, HighLevel, 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 HighLevel integration works as expected. Depending on your setup, data should flow between FreshBooks and HighLevel (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 HighLevel
FreshBooks + HighLevel + Slack: When a new invoice is paid in FreshBooks, the automation updates the corresponding client's record in HighLevel, and sends a congratulatory message to a designated Slack channel.
HighLevel + FreshBooks + Google Sheets: When a new opportunity is created in HighLevel, an invoice is created in FreshBooks, and the lead and invoice details are logged in a Google Sheet.
FreshBooks and HighLevel 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 HighLevel
Use HighLevel with Latenode to automate marketing and sales tasks. Sync leads, trigger follow-ups, and manage campaigns within visual workflows. Connect HighLevel to other apps, enrich data with AI, and scale operations without complex coding. Latenode offers flexible automation at a predictable cost.
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See how Latenode works
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FAQ FreshBooks and HighLevel
How can I connect my FreshBooks account to HighLevel using Latenode?
To connect your FreshBooks account to HighLevel 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 HighLevel accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update HighLevel when invoices are paid in FreshBooks?
Yes, you can! Latenode allows real-time updates using webhooks. Keep your customer data synchronized automatically, saving time and improving reporting accuracy across both platforms.
What types of tasks can I perform by integrating FreshBooks with HighLevel?
Integrating FreshBooks with HighLevel allows you to perform various tasks, including:
- Create HighLevel contacts from new FreshBooks clients.
- Update contact information in HighLevel when FreshBooks details change.
- Trigger HighLevel campaigns when invoices are created in FreshBooks.
- Send FreshBooks invoice links via HighLevel SMS or email.
- Track invoice payment status in HighLevel custom fields.
What FreshBooks triggers are supported by Latenode?
Latenode supports triggers like new invoices, paid invoices, and new clients, enabling real-time automation based on FreshBooks events.
Are there any limitations to the FreshBooks and HighLevel integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- High API request volumes are subject to FreshBooks and HighLevel rate limits.
- Real-time updates depend on the reliability of FreshBooks webhooks.
