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How to connect Hive and FreshBooks
Create a New Scenario to Connect Hive and FreshBooks
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 Hive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Hive or FreshBooks will be your first step. To do this, click "Choose an app," find Hive or FreshBooks, and select the appropriate trigger to start the scenario.
Add the Hive Node
Select the Hive node from the app selection panel on the right.
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Add the FreshBooks Node
Next, click the plus (+) icon on the Hive node, select FreshBooks from the list of available apps, and choose the action you need from the list of nodes within FreshBooks.
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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 Hive 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 Hive and FreshBooks 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 Hive, FreshBooks, 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 Hive and FreshBooks integration works as expected. Depending on your setup, data should flow between Hive and FreshBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Hive and FreshBooks
Hive + FreshBooks + Slack: When a project is completed in Hive (detected via a new or updated action), create an invoice in FreshBooks for the client, and notify the client via a direct message in Slack.
FreshBooks + Hive + Google Sheets: When a new invoice is created in FreshBooks, update the corresponding project status in Hive and log the invoice data (ID, amount, due date) to a Google Sheets spreadsheet.
Hive and FreshBooks integration alternatives
About Hive
Use Hive in Latenode to streamline project management. Create automated task assignments based on triggers from other apps, update task statuses, and generate reports. Latenode’s visual editor lets you connect Hive to your entire workflow, adding logic and integrations beyond Hive's built-in features. Scale your project automation without complex coding.
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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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FAQ Hive and FreshBooks
How can I connect my Hive account to FreshBooks using Latenode?
To connect your Hive account to FreshBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Hive and click on "Connect".
- Authenticate your Hive and FreshBooks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create invoices from completed tasks?
Yes! Latenode lets you automatically create FreshBooks invoices when tasks are marked complete in Hive. Automate this tedious task with our visual editor and save valuable time.
What types of tasks can I perform by integrating Hive with FreshBooks?
Integrating Hive with FreshBooks allows you to perform various tasks, including:
- Create FreshBooks clients from new Hive project members.
- Update invoice status in FreshBooks when a Hive task is completed.
- Generate Hive tasks from new FreshBooks invoices over a certain amount.
- Sync project deadlines from Hive to FreshBooks payment due dates.
- Send summary reports from Hive to FreshBooks as invoice attachments.
Can I filter specific Hive tasks for FreshBooks automation?
Yes, you can. Latenode allows granular filtering using JavaScript blocks or AI steps, ensuring only relevant Hive tasks trigger FreshBooks actions.
Are there any limitations to the Hive and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data synchronization beyond a certain timeframe may require custom scripting.
- Complex conditional logic may require JavaScript blocks for advanced customization.
- The number of tasks or invoices processed is subject to your Latenode plan's limits.
