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How to connect FreshBooks and Lemlist
Create a New Scenario to Connect FreshBooks and Lemlist
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 Lemlist will be your first step. To do this, click "Choose an app," find FreshBooks or Lemlist, 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 Lemlist Node
Next, click the plus (+) icon on the FreshBooks node, select Lemlist from the list of available apps, and choose the action you need from the list of nodes within Lemlist.
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Authenticate Lemlist
Now, click the Lemlist node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Lemlist settings. Authentication allows you to use Lemlist through Latenode.
Configure the FreshBooks and Lemlist 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 Lemlist 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, Lemlist, 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 Lemlist integration works as expected. Depending on your setup, data should flow between FreshBooks and Lemlist (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 Lemlist
FreshBooks + Lemlist + Slack: When a FreshBooks invoice becomes overdue, the automation pauses the corresponding lead's email campaign in Lemlist and sends a Slack notification to a designated channel.
Lemlist + FreshBooks + Pipedrive: When a lead engages with a Lemlist campaign, the automation finds or creates a corresponding contact in FreshBooks and updates their record in Pipedrive.
FreshBooks and Lemlist 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 Lemlist
Automate personalized outreach with Lemlist inside Latenode. Build flows to trigger email campaigns based on CRM updates or data enrichment. Add conditional logic, use AI to personalize messages, and track results—all visually. Scale outreach without complex code or per-step fees. Use JavaScript for advanced customization.
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See how Latenode works
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FAQ FreshBooks and Lemlist
How can I connect my FreshBooks account to Lemlist using Latenode?
To connect your FreshBooks account to Lemlist 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 Lemlist accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update FreshBooks with new Lemlist leads?
Yes! Latenode enables seamless updating. Automatically create FreshBooks clients from new Lemlist leads, saving time and ensuring accurate billing. Use our visual editor to customize the data flow.
What types of tasks can I perform by integrating FreshBooks with Lemlist?
Integrating FreshBooks with Lemlist allows you to perform various tasks, including:
- Automatically creating FreshBooks invoices for new Lemlist customers.
- Triggering Lemlist follow-ups based on invoice payment status in FreshBooks.
- Syncing contact information between FreshBooks clients and Lemlist leads.
- Generating personalized Lemlist campaigns from FreshBooks project data.
- Sending payment reminders via Lemlist sequences using FreshBooks data.
HowsecureistheFreshBooksintegrationwithinLatenode?
Latenode employs robust security measures, including encryption and secure authentication protocols, to protect your FreshBooks data during integration and workflow execution.
Are there any limitations to the FreshBooks and Lemlist integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in FreshBooks might require advanced mapping.
- High-volume data syncs may be subject to API rate limits.
- Real-time updates depend on the API availability of both services.
