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How to connect Kommo and FreshBooks
Create a New Scenario to Connect Kommo 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 Kommo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kommo or FreshBooks will be your first step. To do this, click "Choose an app," find Kommo or FreshBooks, and select the appropriate trigger to start the scenario.
Add the Kommo Node
Select the Kommo node from the app selection panel on the right.
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Add the FreshBooks Node
Next, click the plus (+) icon on the Kommo 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 Kommo 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 Kommo 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 Kommo, 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 Kommo and FreshBooks integration works as expected. Depending on your setup, data should flow between Kommo 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 Kommo and FreshBooks
Kommo + FreshBooks + Slack: When a new deal is created in Kommo, an invoice is generated in FreshBooks. The sales team is then notified in Slack about the new invoice.
FreshBooks + Kommo + Google Sheets: When an invoice is paid in FreshBooks, the corresponding customer's data is updated in Kommo and the transaction details are logged in a Google Sheet.
Kommo and FreshBooks integration alternatives
About Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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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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See how Latenode works
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FAQ Kommo and FreshBooks
How can I connect my Kommo account to FreshBooks using Latenode?
To connect your Kommo account to FreshBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kommo and click on "Connect".
- Authenticate your Kommo and FreshBooks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create invoices in FreshBooks upon Kommo deal completion?
Yes, you can! Latenode enables this automation, saving time and reducing manual data entry. Streamline your sales and accounting effortlessly with custom logic or AI.
What types of tasks can I perform by integrating Kommo with FreshBooks?
Integrating Kommo with FreshBooks allows you to perform various tasks, including:
- Create FreshBooks invoices when a deal reaches a specific stage in Kommo.
- Update customer information in FreshBooks when a contact is updated in Kommo.
- Trigger Kommo tasks when a new payment is received in FreshBooks.
- Sync product information between Kommo and FreshBooks for accurate billing.
- Generate reports combining sales data from Kommo and financial data from FreshBooks.
HowdoesLatenodehandlecomplexdata transformationsbetweenKommoandFreshBooks?
Latenode provides no-code blocks, JavaScript functions and AI tools for advanced data mapping and transformations, ensuring data is seamlessly synced.
Are there any limitations to the Kommo and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Kommo might require custom JavaScript mapping.
- Real-time syncing depends on API limits of both Kommo and FreshBooks.
- Historical data migration beyond API limits may require batch processing.
