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Automatically add new FreshBooks clients to Quentn and engage them with tailored email marketing. Latenode’s visual editor and affordable pricing make scaling automated client onboarding simple.
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Create a New Scenario to Connect FreshBooks and Quentn
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 Quentn will be your first step. To do this, click "Choose an app," find FreshBooks or Quentn, 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 Quentn Node
Next, click the plus (+) icon on the FreshBooks node, select Quentn from the list of available apps, and choose the action you need from the list of nodes within Quentn.
FreshBooks
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Quentn
Authenticate Quentn
Now, click the Quentn node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Quentn settings. Authentication allows you to use Quentn through Latenode.
Configure the FreshBooks and Quentn 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 Quentn 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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Quentn
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, Quentn, 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 Quentn integration works as expected. Depending on your setup, data should flow between FreshBooks and Quentn (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
FreshBooks + Quentn + Slack: When a new invoice is created in FreshBooks, the automation finds or creates a contact in Quentn using the invoice details, then sends a notification in Slack.
Quentn + FreshBooks + Google Sheets: When a new contact is created or updated in Quentn, the automation checks if they are a client in FreshBooks. If so, it adds a row to a Google Sheet with the contact and client details for sales analysis.
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 Quentn
Use Quentn in Latenode to automate email marketing based on triggers from other apps. Build flows that add or update contacts, manage lists, and send personalized campaigns. Centralize all data in Latenode and use its tools to filter and modify customer data from Quentn without complex code.
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How can I connect my FreshBooks account to Quentn using Latenode?
To connect your FreshBooks account to Quentn on Latenode, follow these steps:
Can I automate invoice follow-ups based on Quentn contacts?
Yes, you can! Latenode allows real-time triggers. Automatically send personalized emails from Quentn based on FreshBooks invoice statuses, saving time and improving customer engagement.
What types of tasks can I perform by integrating FreshBooks with Quentn?
Integrating FreshBooks with Quentn allows you to perform various tasks, including:
How can I handle FreshBooks API rate limits within Latenode?
Latenode offers advanced error handling and queueing. This ensures reliable FreshBooks data processing even during peak times, with automated retries to minimize disruptions.
Are there any limitations to the FreshBooks and Quentn integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: