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How to connect Lemlist and FreshBooks
Create a New Scenario to Connect Lemlist 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 Lemlist, triggered by another scenario, or executed manually (for testing purposes). In most cases, Lemlist or FreshBooks will be your first step. To do this, click "Choose an app," find Lemlist or FreshBooks, and select the appropriate trigger to start the scenario.
Add the Lemlist Node
Select the Lemlist node from the app selection panel on the right.
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Add the FreshBooks Node
Next, click the plus (+) icon on the Lemlist 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 Lemlist 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 Lemlist 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Lemlist, 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 Lemlist and FreshBooks integration works as expected. Depending on your setup, data should flow between Lemlist 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 Lemlist and FreshBooks
Lemlist + FreshBooks + Slack: When a new lead is created or found in Lemlist, a new client is created in FreshBooks, and a notification is sent to the sales team via Slack.
FreshBooks + Lemlist + Google Sheets: When a new invoice is paid in FreshBooks, the client's email is used to find or create a lead in Lemlist, and a row is added to a Google Sheet for tracking.
Lemlist and FreshBooks integration alternatives
About Lemlist
Automate personalized outreach with Lemlist inside Latenode. Build flows to trigger email campaigns based on CRM updates or data enrichment. Add conditional logic, use AI to personalize messages, and track results—all visually. Scale outreach without complex code or per-step fees. Use JavaScript for advanced customization.
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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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FAQ Lemlist and FreshBooks
How can I connect my Lemlist account to FreshBooks using Latenode?
To connect your Lemlist account to FreshBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Lemlist and click on "Connect".
- Authenticate your Lemlist and FreshBooks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create FreshBooks invoices after a Lemlist campaign ends?
Yes, you can! Latenode lets you automate invoice creation based on campaign triggers. Benefit: save time and ensure accurate, timely billing for successful outreach.
What types of tasks can I perform by integrating Lemlist with FreshBooks?
Integrating Lemlist with FreshBooks allows you to perform various tasks, including:
- Create FreshBooks invoices when leads convert in Lemlist.
- Update contact information in FreshBooks from Lemlist data.
- Track campaign revenue directly within FreshBooks.
- Send payment reminders via Lemlist based on FreshBooks invoice status.
- Generate personalized thank you notes via Lemlist upon invoice payment.
How do I handle errors in my Lemlist to FreshBooks automation?
Latenode provides built-in error handling and logging. You can set up alerts and retry mechanisms for robust automation.
Are there any limitations to the Lemlist and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Custom field mapping might require some configuration in Latenode.
- Complex pricing structures may need custom JavaScript logic.
- Initial setup requires valid API keys and authentication for both apps.
