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Automatically create FreshBooks invoices from new LinkedIn leads. Latenode’s visual editor makes complex workflows simple and customizable, combining no-code ease with JavaScript power for unique integrations.
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Create a New Scenario to Connect LinkedIn 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 LinkedIn, triggered by another scenario, or executed manually (for testing purposes). In most cases, LinkedIn or FreshBooks will be your first step. To do this, click "Choose an app," find LinkedIn or FreshBooks, and select the appropriate trigger to start the scenario.
Add the LinkedIn Node
Select the LinkedIn node from the app selection panel on the right.
Configure the LinkedIn
Click on the LinkedIn node to configure it. You can modify the LinkedIn 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 LinkedIn 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 LinkedIn 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 LinkedIn 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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Iterator
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Webhook response
Save and Activate the Scenario
After configuring LinkedIn, 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 LinkedIn and FreshBooks integration works as expected. Depending on your setup, data should flow between LinkedIn and FreshBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
LinkedIn + FreshBooks + Slack: When a new connection is established on LinkedIn, a new client profile is automatically created in FreshBooks, and a notification is sent to the sales team in Slack to initiate contact.
FreshBooks + LinkedIn + Calendly: When a new invoice is paid in FreshBooks, automatically send a thank you message on LinkedIn to the client and offer them to schedule a follow-up meeting via Calendly by sharing a single-use scheduling link.
About LinkedIn
Automate LinkedIn tasks in Latenode to streamline lead generation or social selling. Extract profile data, post updates, or send invites based on triggers from other apps. Chain actions visually, add custom logic, and scale outreach without complex code, paying only for the execution time that you use.
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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 LinkedIn account to FreshBooks using Latenode?
To connect your LinkedIn account to FreshBooks on Latenode, follow these steps:
Can I automatically create invoices for new LinkedIn leads?
Yes! Latenode lets you trigger FreshBooks invoice creation upon new LinkedIn lead generation, streamlining sales processes and ensuring prompt billing. Customize with no-code or JavaScript.
What types of tasks can I perform by integrating LinkedIn with FreshBooks?
Integrating LinkedIn with FreshBooks allows you to perform various tasks, including:
HowsecureistheLinkedInintegrationwithFreshBooksonLatenode?
Latenode uses secure OAuth to connect to both LinkedIn and FreshBooks, ensuring data privacy and protecting your credentials. Data is encrypted in transit and at rest.
Are there any limitations to the LinkedIn and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: