.svg){kind=icon}
How to connect FreshBooks and Stripe
Create a New Scenario to Connect FreshBooks and Stripe
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 Stripe will be your first step. To do this, click "Choose an app," find FreshBooks or Stripe, 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.
+
1
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 Stripe Node
Next, click the plus (+) icon on the FreshBooks node, select Stripe from the list of available apps, and choose the action you need from the list of nodes within Stripe.
1
FreshBooks
⚙
+
2
Stripe
Authenticate Stripe
Now, click the Stripe node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Stripe settings. Authentication allows you to use Stripe through Latenode.
Configure the FreshBooks and Stripe 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 Stripe 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Stripe
1
Trigger on Webhook
⚙
2
FreshBooks
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring FreshBooks, Stripe, 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 Stripe integration works as expected. Depending on your setup, data should flow between FreshBooks and Stripe (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 Stripe
Stripe + FreshBooks + Slack: When a payment is received in Stripe, find or create a client in FreshBooks and send a notification to a dedicated Slack channel.
Stripe + FreshBooks + Google Sheets: When a payment is received in Stripe, find or create a client in FreshBooks and log the payment details in a Google Sheet for reporting purposes.
FreshBooks and Stripe 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.
Related categories
About Stripe
Automate Stripe within Latenode to handle payments, subscriptions, and refunds inside your workflows. Trigger actions in other apps based on Stripe events. Manage billing cycles, send invoices, or update databases automatically. Integrate payment data with your CRM, accounting software, and more, using Latenode's flexible, no-code visual editor.
Related categories
See how Latenode works
.svg)
.png)
FAQ FreshBooks and Stripe
How can I connect my FreshBooks account to Stripe using Latenode?
To connect your FreshBooks account to Stripe 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 Stripe accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically reconcile Stripe payments in FreshBooks?
Yes, you can! Latenode lets you build a custom workflow to automatically match Stripe payments with FreshBooks invoices, eliminating manual data entry and reducing accounting errors.
What types of tasks can I perform by integrating FreshBooks with Stripe?
Integrating FreshBooks with Stripe allows you to perform various tasks, including:
- Automatically create FreshBooks invoices upon successful Stripe payment.
- Update invoice statuses in FreshBooks based on Stripe transaction status.
- Sync customer data between Stripe and FreshBooks for unified records.
- Trigger personalized thank you emails upon payment using AI content generation.
- Generate financial reports combining data from both platforms.
Can I trigger FreshBooks actions based on Stripe payment events?
Yes! Latenode allows you to trigger workflows based on Stripe events, like successful payments, automatically updating records in FreshBooks in real-time.
Are there any limitations to the FreshBooks and Stripe integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Advanced FreshBooks customization requires familiarity with the API.
- Real-time sync depends on the event triggers available in both apps.
- Handling complex tax scenarios may require custom JavaScript code.
