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How to connect Insightly and FreshBooks
Create a New Scenario to Connect Insightly 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 Insightly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Insightly or FreshBooks will be your first step. To do this, click "Choose an app," find Insightly or FreshBooks, and select the appropriate trigger to start the scenario.
Add the Insightly Node
Select the Insightly node from the app selection panel on the right.
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Configure the Insightly
Click on the Insightly node to configure it. You can modify the Insightly 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 Insightly 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 Insightly 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 Insightly 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Insightly, 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 Insightly and FreshBooks integration works as expected. Depending on your setup, data should flow between Insightly 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 Insightly and FreshBooks
Insightly + FreshBooks + Slack: When a new contact is added to Insightly, automatically create a client in FreshBooks and notify the sales team in Slack.
FreshBooks + Insightly + Gmail: When a FreshBooks invoice is paid, update the corresponding client's record in Insightly and send a thank you email via Gmail.
Insightly and FreshBooks integration alternatives
About Insightly
Sync Insightly CRM with other apps inside Latenode to automate sales processes. Update records, trigger follow-ups, or create tasks based on new leads or deals. Latenode offers flexible logic, custom JavaScript, and direct data transfer between Insightly and other services, improving your sales workflow without code.
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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 Insightly and FreshBooks
How can I connect my Insightly account to FreshBooks using Latenode?
To connect your Insightly account to FreshBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Insightly and click on "Connect".
- Authenticate your Insightly and FreshBooks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create invoices from new opportunities?
Yes, you can! Latenode's visual editor and flexible logic allow seamless creation of invoices in FreshBooks upon new opportunity creation in Insightly. Streamline sales and accounting workflows effortlessly.
What types of tasks can I perform by integrating Insightly with FreshBooks?
Integrating Insightly with FreshBooks allows you to perform various tasks, including:
- Create FreshBooks invoices from newly won Insightly opportunities.
- Sync contact information between Insightly and FreshBooks clients.
- Update Insightly opportunity status when a FreshBooks invoice is paid.
- Generate Insightly tasks for overdue FreshBooks invoices.
- Create FreshBooks clients from new Insightly contacts.
Can I use custom fields from Insightly within my FreshBooks invoices?
Yes! Latenode’s no-code editor handles custom fields easily. Map Insightly data for personalized FreshBooks documents.
Are there any limitations to the Insightly and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Insightly custom object relationships may require JavaScript functions.
- Large data volumes could impact workflow execution speed without optimization.
- Real-time, immediate sync depends on the API rate limits of both apps.
