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How to connect FreshBooks and Motion
Create a New Scenario to Connect FreshBooks and Motion
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 Motion will be your first step. To do this, click "Choose an app," find FreshBooks or Motion, 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 Motion Node
Next, click the plus (+) icon on the FreshBooks node, select Motion from the list of available apps, and choose the action you need from the list of nodes within Motion.
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Authenticate Motion
Now, click the Motion node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Motion settings. Authentication allows you to use Motion through Latenode.
Configure the FreshBooks and Motion 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 Motion 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, Motion, 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 Motion integration works as expected. Depending on your setup, data should flow between FreshBooks and Motion (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 Motion
FreshBooks + Motion + Slack: When a FreshBooks invoice is overdue and you can find the invoice in FreshBooks, create a corresponding task in Motion and notify the assigned team member via Slack.
Motion + FreshBooks + Google Calendar: When a task in Motion is updated, create a corresponding entry in Google Calendar to track billable hours. Then, update the event in Google Calendar when the task is updated in Motion.
FreshBooks and Motion 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 Motion
Use Motion in Latenode to auto-schedule tasks and projects based on real-time data. Trigger Motion updates from other apps, or update other tools when Motion tasks change. Connect it to your CRM or calendar, and automate team workflows. The low-code editor simplifies customization, ensuring tasks are prioritized and deadlines are met across all platforms.
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FAQ FreshBooks and Motion
How can I connect my FreshBooks account to Motion using Latenode?
To connect your FreshBooks account to Motion 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 Motion accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Motion tasks from new FreshBooks invoices?
Yes, you can! Latenode lets you automatically trigger Motion task creation when a new invoice is generated in FreshBooks, streamlining project management and billing workflows.
What types of tasks can I perform by integrating FreshBooks with Motion?
Integrating FreshBooks with Motion allows you to perform various tasks, including:
- Create Motion tasks for overdue FreshBooks invoices automatically.
- Sync client information between FreshBooks and Motion projects.
- Generate invoices in FreshBooks based on tracked time in Motion.
- Update Motion task status when a FreshBooks invoice is paid.
- Send payment reminders from Latenode based on Motion project timelines.
Can I use custom fields from FreshBooks within my Motion automations?
Yes, Latenode supports accessing and using custom fields from FreshBooks in your Motion automation workflows, providing greater flexibility.
Are there any limitations to the FreshBooks and Motion integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom field mappings may require JavaScript code blocks.
- Real-time synchronization depends on the API rate limits of both apps.
- Historical data migration between the two apps may require batch processing.
