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Automatically create FreshBooks invoices from Landbot.io chatbot leads. Latenode's visual editor and affordable pricing make it easier to build advanced sales automation without complex code or per-step fees.
Connect Landbot.io and FreshBooks in minutes with Latenode.
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Create a New Scenario to Connect Landbot.io and FreshBooks
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Landbot.io, triggered by another scenario, or executed manually (for testing purposes). In most cases, Landbot.io or FreshBooks will be your first step. To do this, click "Choose an app," find Landbot.io or FreshBooks, and select the appropriate trigger to start the scenario.
Add the Landbot.io Node
Select the Landbot.io node from the app selection panel on the right.
Landbot.io
Configure the Landbot.io
Click on the Landbot.io node to configure it. You can modify the Landbot.io 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 Landbot.io node, select FreshBooks from the list of available apps, and choose the action you need from the list of nodes within FreshBooks.
Landbot.io
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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 Landbot.io 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 Landbot.io 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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Landbot.io
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Landbot.io, FreshBooks, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Landbot.io and FreshBooks integration works as expected. Depending on your setup, data should flow between Landbot.io and FreshBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Landbot.io + FreshBooks + Slack: When a new event is detected in Landbot.io, which signifies a lead qualification, an invoice is automatically created in FreshBooks for that lead. Subsequently, a notification is sent to the sales team on Slack, informing them about the new lead and their corresponding invoice.
FreshBooks + Landbot.io + Google Sheets: When a new invoice is paid in FreshBooks, it triggers a Landbot survey to collect feedback from the customer. The collected feedback is then saved into a designated Google Sheets spreadsheet for analysis and record-keeping.
About Landbot.io
Use Landbot.io in Latenode to build no-code chatbots, then connect them to your wider automation. Capture leads, qualify prospects, or provide instant support and trigger follow-up actions directly in your CRM, databases, or marketing tools. Latenode handles complex logic, scaling, and integrations without 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 β all automated with Latenode's flexible, no-code visual builder.
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How can I connect my Landbot.io account to FreshBooks using Latenode?
To connect your Landbot.io account to FreshBooks on Latenode, follow these steps:
Can I automatically create invoices from Landbot.io chatbot leads?
Yes, you can! Latenode allows you to automate invoice creation in FreshBooks from Landbot.io lead data, saving time and ensuring prompt billing. Use no-code or JavaScript for advanced data transformation.
What types of tasks can I perform by integrating Landbot.io with FreshBooks?
Integrating Landbot.io with FreshBooks allows you to perform various tasks, including:
How do I handle errors between Landbot.io and FreshBooks on Latenode?
Latenode's advanced error handling lets you automatically retry failed tasks, send alerts, or trigger fallback workflows, ensuring reliable automation.
Are there any limitations to the Landbot.io and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: