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How to connect FreshBooks and Instantly
Create a New Scenario to Connect FreshBooks and Instantly
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 Instantly will be your first step. To do this, click "Choose an app," find FreshBooks or Instantly, 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 Instantly Node
Next, click the plus (+) icon on the FreshBooks node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the FreshBooks and Instantly 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 Instantly 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, Instantly, 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 Instantly integration works as expected. Depending on your setup, data should flow between FreshBooks and Instantly (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 Instantly
FreshBooks + Instantly + Slack: When a new invoice is created in FreshBooks, find the client's details. If the invoice is overdue, use Instantly to find the client's lead data and then send a Slack direct message reminding them to update their payment information.
Instantly + FreshBooks + Google Sheets: When a new lead is added to Instantly, create a new client in FreshBooks, then add the lead's information as a new row in Google Sheets.
FreshBooks and Instantly 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 Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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FAQ FreshBooks and Instantly
How can I connect my FreshBooks account to Instantly using Latenode?
To connect your FreshBooks account to Instantly 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 Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice reminders after successful Instantly campaigns?
Yes, you can! Latenode's visual editor allows you to trigger FreshBooks invoice reminders automatically after successful Instantly email campaign completions, saving you time and improving client payment efficiency.
What types of tasks can I perform by integrating FreshBooks with Instantly?
Integrating FreshBooks with Instantly allows you to perform various tasks, including:
- Automatically creating FreshBooks clients from new Instantly leads.
- Triggering invoices in FreshBooks after a successful Instantly campaign.
- Updating client information in FreshBooks based on Instantly campaign data.
- Sending personalized payment reminders via Instantly based on FreshBooks data.
- Generating reports combining invoice and campaign performance data.
How can I use FreshBooks data to personalize Instantly email campaigns?
Use Latenode's data mapping to pull FreshBooks client details, tailoring Instantly emails with personalized invoice summaries, improving engagement and payment rates.
Are there any limitations to the FreshBooks and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the APIs of both platforms.
- Complex data transformations might require JavaScript knowledge.
- Rate limits apply based on your FreshBooks and Instantly subscription plans.
