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How to connect FreshBooks and Jotform
Create a New Scenario to Connect FreshBooks and Jotform
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 Jotform will be your first step. To do this, click "Choose an app," find FreshBooks or Jotform, 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 Jotform Node
Next, click the plus (+) icon on the FreshBooks node, select Jotform from the list of available apps, and choose the action you need from the list of nodes within Jotform.
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Authenticate Jotform
Now, click the Jotform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Jotform settings. Authentication allows you to use Jotform through Latenode.
Configure the FreshBooks and Jotform 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 Jotform 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, Jotform, 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 Jotform integration works as expected. Depending on your setup, data should flow between FreshBooks and Jotform (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 Jotform
Jotform + FreshBooks + Slack: When a new submission is received in Jotform, an invoice is automatically created in FreshBooks. A notification is then sent to a designated Slack channel to inform the finance team of the new invoice.
Jotform + FreshBooks + Google Sheets: Upon receiving a new submission in Jotform, an invoice is created in FreshBooks. The submission data is then logged in a Google Sheet for reporting purposes.
FreshBooks and Jotform 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 Jotform
Use Jotform in Latenode to automate data collection and processing. Trigger workflows from new form submissions, validating and routing data to your CRM, database, or other apps. Enrich Jotform data with AI or custom logic, eliminating manual entry and ensuring consistent data handling across your systems.
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FAQ FreshBooks and Jotform
How can I connect my FreshBooks account to Jotform using Latenode?
To connect your FreshBooks account to Jotform 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 Jotform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create invoices from new Jotform submissions?
Yes, with Latenode you can! Automatically generate FreshBooks invoices from Jotform data, using custom logic and JavaScript functions for advanced formatting.
What types of tasks can I perform by integrating FreshBooks with Jotform?
Integrating FreshBooks with Jotform allows you to perform various tasks, including:
- Create new FreshBooks clients from Jotform submissions.
- Update existing client details in FreshBooks using Jotform data.
- Generate detailed sales reports combining data across both platforms.
- Send automated payment reminders via Jotform based on FreshBooks invoice status.
- Archive completed Jotform submissions when invoices are paid in FreshBooks.
Can I use JavaScript to transform data between FreshBooks and Jotform?
Yes! Latenode allows custom JavaScript blocks to transform data, ensuring perfect compatibility between FreshBooks and Jotform fields.
Are there any limitations to the FreshBooks and Jotform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript knowledge.
- Real-time updates depend on the API polling interval.
- Large data volumes can impact workflow execution time.
