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How to connect FreshBooks and Thankster
Create a New Scenario to Connect FreshBooks and Thankster
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 Thankster will be your first step. To do this, click "Choose an app," find FreshBooks or Thankster, 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 Thankster Node
Next, click the plus (+) icon on the FreshBooks node, select Thankster from the list of available apps, and choose the action you need from the list of nodes within Thankster.
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Authenticate Thankster
Now, click the Thankster node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Thankster settings. Authentication allows you to use Thankster through Latenode.
Configure the FreshBooks and Thankster 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 Thankster 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, Thankster, 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 Thankster integration works as expected. Depending on your setup, data should flow between FreshBooks and Thankster (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 Thankster
FreshBooks + Thankster + Slack: When a new invoice is paid in FreshBooks, Thankster sends a thank you card to the client. Slack then notifies the accounting team about the sent card.
FreshBooks + Thankster + Airtable: When a new invoice is created in FreshBooks, Thankster sends a thank you card to the client. Details of the invoice and card sent are then recorded in Airtable.
FreshBooks and Thankster 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 Thankster
Use Thankster in Latenode to automate personalized handwritten notes for customers. Trigger notes based on events like purchases or milestones. Enhance CRM workflows by adding a human touch. Latenode lets you manage Thankster requests at scale with no-code logic and custom integrations. Centralize and track all your personalized outreach.
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See how Latenode works
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FAQ FreshBooks and Thankster
How can I connect my FreshBooks account to Thankster using Latenode?
To connect your FreshBooks account to Thankster 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 Thankster accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate thank you notes for new FreshBooks clients?
Yes! Latenode lets you trigger personalized Thankster cards when a new client is added in FreshBooks. Boost client loyalty and create lasting impressions, automatically.
What types of tasks can I perform by integrating FreshBooks with Thankster?
Integrating FreshBooks with Thankster allows you to perform various tasks, including:
- Automatically send thank you cards for invoices paid over a certain amount.
- Create personalized birthday cards for clients listed in FreshBooks.
- Trigger a Thankster card when a new project is created in FreshBooks.
- Send holiday cards to clients based on their region in FreshBooks.
- Automate sending thank you notes after a positive client feedback entry.
What FreshBooks data can Latenode access and use?
Latenode can access data like client details, invoice information, payment history, and project names to personalize your Thankster campaigns.
Are there any limitations to the FreshBooks and Thankster integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex FreshBooks custom fields may require custom scripting for Thankster personalization.
- High-volume card sending might be subject to Thankster's rate limits.
- Real-time updates depend on FreshBooks' API update frequency.
