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Automatically create FreshBooks invoices from new leads captured in LeadMagic. Latenode's visual editor makes building this automation simple and allows for advanced customization with JavaScript, plus it scales affordably.
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Create a New Scenario to Connect LeadMagic 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 LeadMagic, triggered by another scenario, or executed manually (for testing purposes). In most cases, LeadMagic or FreshBooks will be your first step. To do this, click "Choose an app," find LeadMagic or FreshBooks, and select the appropriate trigger to start the scenario.
Add the LeadMagic Node
Select the LeadMagic node from the app selection panel on the right.
LeadMagic
Configure the LeadMagic
Click on the LeadMagic node to configure it. You can modify the LeadMagic 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 LeadMagic node, select FreshBooks from the list of available apps, and choose the action you need from the list of nodes within FreshBooks.
LeadMagic
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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 LeadMagic 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 LeadMagic 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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LeadMagic
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring LeadMagic, 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 LeadMagic and FreshBooks integration works as expected. Depending on your setup, data should flow between LeadMagic and FreshBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
LeadMagic + FreshBooks + Slack: When a new lead is identified in LeadMagic using a profile search, a corresponding client profile is created in FreshBooks. A notification is then sent to the sales team in Slack to alert them of the new client.
FreshBooks + LeadMagic + Google Sheets: Upon creation of a new invoice in FreshBooks, the corresponding client profile is updated in LeadMagic using Company Search to reflect the invoice. Finally, the invoice data is added as a new row in Google Sheets for tracking.
About LeadMagic
Use LeadMagic inside Latenode to automate lead generation and outreach. Qualify leads, enrich data, and trigger personalized follow-ups based on behavior. Latenode’s visual editor makes it easy to build complex workflows, scale your outreach, and connect to other tools without code.
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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 LeadMagic account to FreshBooks using Latenode?
To connect your LeadMagic account to FreshBooks on Latenode, follow these steps:
Can I automatically create FreshBooks invoices from new LeadMagic leads?
Yes, you can! Latenode lets you instantly trigger invoice creation, saving time. Plus, use AI to tailor each invoice for maximum impact.
What types of tasks can I perform by integrating LeadMagic with FreshBooks?
Integrating LeadMagic with FreshBooks allows you to perform various tasks, including:
How do I handle custom fields when connecting LeadMagic and FreshBooks?
Latenode lets you map custom fields between LeadMagic and FreshBooks visually, ensuring data consistency. Add JavaScript for complex transformations.
Are there any limitations to the LeadMagic and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: