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How to connect Instantly and FreshBooks
Create a New Scenario to Connect Instantly 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or FreshBooks will be your first step. To do this, click "Choose an app," find Instantly or FreshBooks, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly 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 Instantly 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 Instantly 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 Instantly 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 Instantly, 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 Instantly and FreshBooks integration works as expected. Depending on your setup, data should flow between Instantly 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 Instantly and FreshBooks
Instantly + FreshBooks + Slack: When a new lead is created in Instantly, this automation creates a new client in FreshBooks and sends a notification to a designated Slack channel to alert the sales team.
FreshBooks + Instantly + Google Sheets: When a new invoice is paid in FreshBooks, this automation searches for the lead in Instantly. It then updates a lead scoring spreadsheet in Google Sheets with the invoice payment information.
Instantly and FreshBooks integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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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 Instantly and FreshBooks
How can I connect my Instantly account to FreshBooks using Latenode?
To connect your Instantly account to FreshBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and FreshBooks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create FreshBooks invoices for new Instantly leads?
Yes, you can! Latenode's visual editor simplifies connecting Instantly leads to FreshBooks invoices, saving you time and ensuring accurate billing without manual data entry.
What types of tasks can I perform by integrating Instantly with FreshBooks?
Integrating Instantly with FreshBooks allows you to perform various tasks, including:
- Create FreshBooks clients from new Instantly lead data.
- Generate invoices in FreshBooks when Instantly campaigns convert.
- Update client details in FreshBooks from Instantly contact information.
- Track Instantly campaign performance within FreshBooks reports.
- Trigger Instantly follow-ups based on FreshBooks invoice status.
What kind of Instantly data can I access within Latenode workflows?
You can access lead data, campaign performance metrics, and contact information directly within Latenode, for use in custom workflows.
Are there any limitations to the Instantly and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Instantly might require custom mapping.
- Real-time synchronization depends on the API rate limits of both apps.
- Historical data migration might require manual CSV uploads.
