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Automatically create FreshBooks invoices from Intercom conversations, streamlining billing and payment workflows. Latenode's visual editor and affordable execution pricing make scaling this automation easy and cost-effective.
Connect Intercom and FreshBooks in minutes with Latenode.
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Create a New Scenario to Connect Intercom 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 Intercom, triggered by another scenario, or executed manually (for testing purposes). In most cases, Intercom or FreshBooks will be your first step. To do this, click "Choose an app," find Intercom or FreshBooks, and select the appropriate trigger to start the scenario.
Add the Intercom Node
Select the Intercom node from the app selection panel on the right.
Intercom
Configure the Intercom
Click on the Intercom node to configure it. You can modify the Intercom 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 Intercom 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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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 Intercom 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 Intercom and FreshBooks Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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FreshBooks
Trigger on Webhook
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Intercom
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Intercom, 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 Intercom and FreshBooks integration works as expected. Depending on your setup, data should flow between Intercom and FreshBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Intercom + Slack + FreshBooks: When a new conversation in Intercom is created, check if it signals a potential sale. If so, send a notification to the accounting team in Slack. Manually trigger invoice creation in FreshBooks based on the conversation details received via Slack.
FreshBooks + Intercom + Google Sheets: Monitor new invoices in FreshBooks. When a new invoice is created, update the corresponding contact in Intercom with invoice details and log the invoice data in Google Sheets for tracking and reporting purposes.
About Intercom
Integrate Intercom with Latenode to automate customer support and engagement. Trigger workflows based on Intercom events to update CRMs, send personalized emails, or escalate issues. Latenode’s visual editor and flexible logic let you build custom support automation that adapts to your business needs, without complex coding or per-step fees.
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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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How can I connect my Intercom account to FreshBooks using Latenode?
To connect your Intercom account to FreshBooks on Latenode, follow these steps:
Can I automatically create invoices from new Intercom conversations?
Yes, you can! Latenode lets you trigger FreshBooks invoice creation directly from Intercom conversations, saving time and ensuring prompt billing for your customer interactions.
What types of tasks can I perform by integrating Intercom with FreshBooks?
Integrating Intercom with FreshBooks allows you to perform various tasks, including:
How can I use Intercom data to personalize FreshBooks invoices?
Latenode's data mapping allows you to dynamically populate FreshBooks invoices with details collected in Intercom, offering a tailored experience.
Are there any limitations to the Intercom and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: