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How to connect FreshBooks and Vitally
Create a New Scenario to Connect FreshBooks and Vitally
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 Vitally will be your first step. To do this, click "Choose an app," find FreshBooks or Vitally, 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 Vitally Node
Next, click the plus (+) icon on the FreshBooks node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
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Authenticate Vitally
Now, click the Vitally node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vitally settings. Authentication allows you to use Vitally through Latenode.
Configure the FreshBooks and Vitally 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 Vitally 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, Vitally, 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 Vitally integration works as expected. Depending on your setup, data should flow between FreshBooks and Vitally (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 Vitally
FreshBooks + Vitally + Slack: When a new invoice is paid in FreshBooks, find the corresponding user in Vitally, update their health score, and then send a success message to the sales team on Slack.
Vitally + FreshBooks + Pipedrive: When a customer's health score drops in Vitally, find the corresponding user in FreshBooks, check their payment status, and create a task in Pipedrive to follow up.
FreshBooks and Vitally 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 Vitally
Use Vitally in Latenode to centralize customer success data and automate actions based on health scores. Sync data, trigger alerts for at-risk users, and personalize support workflows, all within Latenode's visual editor. Combine Vitally's insights with other tools for smarter, automated customer lifecycle management.
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FAQ FreshBooks and Vitally
How can I connect my FreshBooks account to Vitally using Latenode?
To connect your FreshBooks account to Vitally 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 Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync FreshBooks invoices to Vitally as revenue data?
Yes, you can! Latenode's flexible data mapping allows you to automatically update Vitally with invoice data from FreshBooks, giving a real-time view of revenue within customer profiles.
What types of tasks can I perform by integrating FreshBooks with Vitally?
Integrating FreshBooks with Vitally allows you to perform various tasks, including:
- Automatically create Vitally users when new FreshBooks clients are added.
- Update a Vitally user's MRR when an invoice is paid in FreshBooks.
- Trigger alerts in Vitally for overdue invoices in FreshBooks.
- Sync customer contact information between FreshBooks and Vitally.
- Generate custom reports in Vitally based on FreshBooks financial data.
How secure is the FreshBooks integration on Latenode?
Latenode uses advanced encryption and secure authentication to protect your FreshBooks and Vitally data, ensuring your information is safe during transfers.
Are there any limitations to the FreshBooks and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration may require custom scripting.
- Complex FreshBooks invoice structures might need advanced data mapping.
- Rate limits imposed by FreshBooks and Vitally APIs can affect large data transfers.
