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Automatically create FreshBooks invoices from JustCall call data, eliminating manual entry. Latenode’s visual editor and affordable pricing make this complex automation simple and scalable, with easy JavaScript customization.
Connect JustCall and FreshBooks in minutes with Latenode.
Create JustCall to FreshBooks workflow
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Create a New Scenario to Connect JustCall 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 JustCall, triggered by another scenario, or executed manually (for testing purposes). In most cases, JustCall or FreshBooks will be your first step. To do this, click "Choose an app," find JustCall or FreshBooks, and select the appropriate trigger to start the scenario.
Add the JustCall Node
Select the JustCall node from the app selection panel on the right.
JustCall
Configure the JustCall
Click on the JustCall node to configure it. You can modify the JustCall 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 JustCall 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 JustCall 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 JustCall 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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JustCall
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring JustCall, 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 JustCall and FreshBooks integration works as expected. Depending on your setup, data should flow between JustCall and FreshBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
JustCall + FreshBooks + Slack: When a new contact is created in JustCall, it is also created in FreshBooks. Subsequently, a message is sent to a designated Slack channel to notify the sales team of the new contact.
JustCall + FreshBooks + Google Sheets: When a missed call occurs in JustCall, the data is used to create a client in FreshBooks and a row is added to a Google Sheet for call outcome tracking and reporting.
About JustCall
Use JustCall in Latenode to automate call workflows: trigger calls based on CRM updates, send SMS follow-ups, and log call data. Latenode adds visual flow control, custom logic, and data enrichment missing in basic JustCall setups. Create complex, scalable call-centric processes with no-code tools and flexible JavaScript.
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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 JustCall account to FreshBooks using Latenode?
To connect your JustCall account to FreshBooks on Latenode, follow these steps:
Can I automatically create FreshBooks invoices from JustCall call data?
Yes, with Latenode, trigger invoice creation in FreshBooks based on JustCall call outcomes. Automate billing, save time, and ensure accurate client invoicing with a seamless workflow.
What types of tasks can I perform by integrating JustCall with FreshBooks?
Integrating JustCall with FreshBooks allows you to perform various tasks, including:
How does Latenode handle data synchronization between JustCall and FreshBooks?
Latenode provides real-time, customizable data mapping ensuring seamless data transfer, allowing you to control and transform data accurately.
Are there any limitations to the JustCall and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: