

90% cheaper with Latenode
AI agent that builds your workflows for you
Hundreds of apps to connect
Automatically create invoices in FreshBooks from new Freshdesk tickets, ensuring prompt billing and revenue collection. Latenode's visual editor and affordable pricing streamline complex financial workflows, while JavaScript support allows for custom logic.
Connect Freshdesk and FreshBooks in minutes with Latenode.
Create Freshdesk to FreshBooks workflow
Start for free
Automate your workflow
Swap Apps
Freshdesk
FreshBooks
No credit card needed
Without restriction
Create a New Scenario to Connect Freshdesk and FreshBooks
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Freshdesk, triggered by another scenario, or executed manually (for testing purposes). In most cases, Freshdesk or FreshBooks will be your first step. To do this, click "Choose an app," find Freshdesk or FreshBooks, and select the appropriate trigger to start the scenario.
Add the Freshdesk Node
Select the Freshdesk node from the app selection panel on the right.
Freshdesk
Configure the Freshdesk
Click on the Freshdesk node to configure it. You can modify the Freshdesk URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the FreshBooks Node
Next, click the plus (+) icon on the Freshdesk node, select FreshBooks from the list of available apps, and choose the action you need from the list of nodes within FreshBooks.
Freshdesk
β
FreshBooks
Authenticate FreshBooks
Now, click the FreshBooks node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your FreshBooks settings. Authentication allows you to use FreshBooks through Latenode.
Configure the Freshdesk and FreshBooks 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 Freshdesk and FreshBooks Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
FreshBooks
Trigger on Webhook
β
Freshdesk
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Freshdesk, FreshBooks, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Freshdesk and FreshBooks integration works as expected. Depending on your setup, data should flow between Freshdesk and FreshBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Freshdesk + FreshBooks + Slack: When a ticket is updated in Freshdesk (e.g., resolved), create an invoice in FreshBooks and send a Slack message to a designated channel, notifying about the invoice creation.
FreshBooks + Zoho CRM + Freshdesk: When a new invoice is created in FreshBooks, update the client's record in Zoho CRM, and then create a support ticket in Freshdesk for tracking or follow-up.
About Freshdesk
Sync Freshdesk tickets with other apps in Latenode to automate support workflows. Update databases, trigger alerts, or generate reports based on ticket status, all without code. Connect Freshdesk to your CRM or marketing tools to close the loop on customer issues. Less manual work, more automation.
Related categories
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 β all automated with Latenode's flexible, no-code visual builder.
Related categories
How can I connect my Freshdesk account to FreshBooks using Latenode?
To connect your Freshdesk account to FreshBooks on Latenode, follow these steps:
Can I automatically create FreshBooks invoices from Freshdesk tickets?
Yes, you can! Latenode lets you automate invoice creation based on ticket data. Streamline billing and reduce manual entry using powerful no-code tools and advanced JS functions.
What types of tasks can I perform by integrating Freshdesk with FreshBooks?
Integrating Freshdesk with FreshBooks allows you to perform various tasks, including:
How does Latenode handle Freshdesk custom fields during integration?
Latenode provides flexible data mapping, including custom fields, ensuring accurate data transfer between Freshdesk and FreshBooks. Use no-code blocks or JS functions to transform data.
Are there any limitations to the Freshdesk and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: