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Create a New Scenario to Connect FreshBooks and OpenPhone
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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 OpenPhone will be your first step. To do this, click "Choose an app," find FreshBooks or OpenPhone, 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 OpenPhone Node
Next, click the plus (+) icon on the FreshBooks node, select OpenPhone from the list of available apps, and choose the action you need from the list of nodes within OpenPhone.
FreshBooks
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OpenPhone
Authenticate OpenPhone
Now, click the OpenPhone node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OpenPhone settings. Authentication allows you to use OpenPhone through Latenode.
Configure the FreshBooks and OpenPhone 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 OpenPhone 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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OpenPhone
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, OpenPhone, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the FreshBooks and OpenPhone integration works as expected. Depending on your setup, data should flow between FreshBooks and OpenPhone (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
FreshBooks + OpenPhone + Slack: When a new invoice is created in FreshBooks, check for overdue status. If overdue, send a reminder text message via OpenPhone and post a notification in a dedicated Slack channel.
OpenPhone + FreshBooks + Google Sheets: Log OpenPhone call details, particularly events from calls, with client info from FreshBooks to a Google Sheet for sales performance analysis. It first finds the client in FreshBooks, then appends relevant data to a new row in the Google Sheet.
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 β all automated with Latenode's flexible, no-code visual builder.
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About OpenPhone
Use OpenPhone in Latenode to automate SMS and call workflows. Log activities, trigger actions based on call outcomes, and sync data to CRMs. By using Latenode, you orchestrate OpenPhone within complex workflows, adding logic and integrations not available in OpenPhone alone. Scale customer communication using no-code tools and AI.
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How can I connect my FreshBooks account to OpenPhone using Latenode?
To connect your FreshBooks account to OpenPhone on Latenode, follow these steps:
Can I automatically update FreshBooks with OpenPhone call details?
Yes, you can! Latenode lets you create custom workflows, automatically logging OpenPhone call details in FreshBooks, saving time and ensuring accurate records. Leverage no-code or Javascript.
What types of tasks can I perform by integrating FreshBooks with OpenPhone?
Integrating FreshBooks with OpenPhone allows you to perform various tasks, including:
HowsecureistheFreshBookstoOpenPhoneintegrationonLatenode?
Latenode uses advanced encryption and secure authentication protocols, ensuring your FreshBooks and OpenPhone data is protected during integration and workflow execution.
Are there any limitations to the FreshBooks and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: