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How to connect FreshBooks and SmartSuite
Create a New Scenario to Connect FreshBooks and SmartSuite
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 SmartSuite will be your first step. To do this, click "Choose an app," find FreshBooks or SmartSuite, 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 SmartSuite Node
Next, click the plus (+) icon on the FreshBooks node, select SmartSuite from the list of available apps, and choose the action you need from the list of nodes within SmartSuite.
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Authenticate SmartSuite
Now, click the SmartSuite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your SmartSuite settings. Authentication allows you to use SmartSuite through Latenode.
Configure the FreshBooks and SmartSuite 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 SmartSuite 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring FreshBooks, SmartSuite, 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 SmartSuite integration works as expected. Depending on your setup, data should flow between FreshBooks and SmartSuite (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 SmartSuite
FreshBooks + SmartSuite + Slack: When a new invoice is created in FreshBooks, a new project task is created in SmartSuite. Then, a notification is sent to a Slack channel to alert the team.
SmartSuite + FreshBooks + Google Sheets: When a project is completed in SmartSuite (marked as updated), create an invoice in FreshBooks, then log the invoice information in Google Sheets.
FreshBooks and SmartSuite 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 SmartSuite
Use SmartSuite in Latenode to build flexible data workflows. Automate tasks like project management, CRM updates, or inventory tracking. Latenode adds custom logic, AI processing, and file handling to SmartSuite's structured data, creating scalable solutions that go beyond basic automation.
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See how Latenode works
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FAQ FreshBooks and SmartSuite
How can I connect my FreshBooks account to SmartSuite using Latenode?
To connect your FreshBooks account to SmartSuite 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 SmartSuite accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new FreshBooks invoices to SmartSuite?
Yes, you can! Latenode allows you to automatically sync new FreshBooks invoices to SmartSuite, keeping your project data current. Automate accounting and project updates with ease.
What types of tasks can I perform by integrating FreshBooks with SmartSuite?
Integrating FreshBooks with SmartSuite allows you to perform various tasks, including:
- Create SmartSuite tasks from new FreshBooks invoices.
- Update invoice statuses in FreshBooks based on SmartSuite project stages.
- Automatically generate FreshBooks clients from new SmartSuite contacts.
- Track invoice payments in SmartSuite for project budget monitoring.
- Send payment reminders via SmartSuite based on FreshBooks invoice due dates.
Can I use JavaScript to extend the FreshBooks integration?
Yes! Latenode allows you to use JavaScript code blocks for advanced FreshBooks logic, extending its functionality and customization options.
Are there any limitations to the FreshBooks and SmartSuite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both apps.
- Historical data migration requires manual setup or custom scripting.
