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Automatically create FreshBooks invoices from new NetHunt deals, streamlining your sales and accounting workflows. Latenode’s visual editor and affordable pay-by-execution pricing make custom integrations easier and more scalable than ever.
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Create a New Scenario to Connect FreshBooks and NetHunt
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 NetHunt will be your first step. To do this, click "Choose an app," find FreshBooks or NetHunt, 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.
FreshBooks
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 NetHunt Node
Next, click the plus (+) icon on the FreshBooks node, select NetHunt from the list of available apps, and choose the action you need from the list of nodes within NetHunt.
FreshBooks
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NetHunt
Authenticate NetHunt
Now, click the NetHunt node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your NetHunt settings. Authentication allows you to use NetHunt through Latenode.
Configure the FreshBooks and NetHunt 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 NetHunt Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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NetHunt
Trigger on Webhook
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FreshBooks
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring FreshBooks, NetHunt, 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 NetHunt integration works as expected. Depending on your setup, data should flow between FreshBooks and NetHunt (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
FreshBooks + NetHunt + Slack: When a new client is created in FreshBooks, a corresponding record is created in NetHunt. Subsequently, a welcome message is sent to a specified Slack channel to notify the team.
NetHunt + FreshBooks + Google Sheets: When a deal is updated in NetHunt, an invoice is created in FreshBooks. Finally, the deal information and invoice details are logged as a new row in Google Sheets for tracking.
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 NetHunt
Sync NetHunt CRM with Latenode to automate sales processes. Update deals, create tasks, or send personalized emails based on triggers. Latenode’s visual editor and flexible tools mean no-code data routing and AI-powered lead qualification — build scalable sales flows without complex scripts.
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How can I connect my FreshBooks account to NetHunt using Latenode?
To connect your FreshBooks account to NetHunt on Latenode, follow these steps:
Can I automatically create FreshBooks invoices from new NetHunt deals?
Yes, you can! Latenode allows you to automatically trigger invoice creation in FreshBooks whenever a new deal reaches a specific stage in NetHunt, saving you time and ensuring prompt billing.
What types of tasks can I perform by integrating FreshBooks with NetHunt?
Integrating FreshBooks with NetHunt allows you to perform various tasks, including:
What FreshBooks data can I access within Latenode workflows?
Latenode allows you to access a wide range of FreshBooks data, including clients, invoices, payments, and expense information, for powerful automation.
Are there any limitations to the FreshBooks and NetHunt integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: