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How to connect FreshBooks and Wave
Create a New Scenario to Connect FreshBooks and Wave
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 Wave will be your first step. To do this, click "Choose an app," find FreshBooks or Wave, 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 Wave Node
Next, click the plus (+) icon on the FreshBooks node, select Wave from the list of available apps, and choose the action you need from the list of nodes within Wave.
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Authenticate Wave
Now, click the Wave node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wave settings. Authentication allows you to use Wave through Latenode.
Configure the FreshBooks and Wave 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 Wave 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, Wave, 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 Wave integration works as expected. Depending on your setup, data should flow between FreshBooks and Wave (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 Wave
FreshBooks + Slack: When a new invoice is created in FreshBooks, a notification is sent to a dedicated Slack channel to keep the team informed.
Wave + FreshBooks + Google Sheets: Track new invoices from both Wave and FreshBooks by adding rows to a consolidated Google Sheets report.
FreshBooks and Wave 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 Wave
Use Wave in Latenode to automate payment reminders and subscription management. Connect Wave to your CRM or database to trigger personalized emails or SMS based on payment status. Latenode’s visual editor makes it simple to build complex billing workflows and handle edge cases without code, ensuring timely payments and reducing churn.
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See how Latenode works
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FAQ FreshBooks and Wave
How can I connect my FreshBooks account to Wave using Latenode?
To connect your FreshBooks account to Wave 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 Wave accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Wave with new FreshBooks invoices?
Yes, Latenode lets you sync FreshBooks invoices to Wave. This automation saves time and ensures accurate financial records across both platforms, leveraging Latenode's reliable data handling.
What types of tasks can I perform by integrating FreshBooks with Wave?
Integrating FreshBooks with Wave allows you to perform various tasks, including:
- Create Wave transactions from new FreshBooks invoices.
- Update Wave customer details based on FreshBooks client info.
- Generate financial reports combining data from both platforms.
- Automatically reconcile payments between FreshBooks and Wave.
- Trigger custom notifications for specific financial events.
HowsecureisFreshBooksintegrationwithLatenode?
Latenode uses industry-standard security protocols to protect your data during FreshBooks integration. Your credentials are encrypted and securely stored,ensuring data privacy.
Are there any limitations to the FreshBooks and Wave integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Real-time synchronization depends on the API rate limits of both apps.
- Historical data migration between FreshBooks and Wave may require manual setup.
