FreshBooks and NetHunt Integration

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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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FreshBooks

NetHunt

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect FreshBooks and NetHunt

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.

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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.

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Connect FreshBooks

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Run node once

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.

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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.

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Connect NetHunt

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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.

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NetHunt Oauth 2.0

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The action ID

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Run node once

Set Up the FreshBooks and NetHunt 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, 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.

Most powerful ways to connect FreshBooks and NetHunt

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.

FreshBooks and NetHunt 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 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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FAQ FreshBooks and NetHunt

How can I connect my FreshBooks account to NetHunt using Latenode?

To connect your FreshBooks account to NetHunt 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 NetHunt accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Create new FreshBooks clients from new NetHunt contacts.
  • Update FreshBooks invoice statuses based on NetHunt deal stages.
  • Generate NetHunt tasks when new FreshBooks invoices are created.
  • Sync FreshBooks payment data with corresponding NetHunt deals.
  • Send custom email notifications via Latenode on invoice payment.

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:

  • Complex custom fields in NetHunt might require JavaScript code to map.
  • Initial data sync may take time depending on the data volume.
  • API rate limits of FreshBooks and NetHunt may affect high-volume workflows.

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