Mailchimp and FreshBooks Integration

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FreshBooks

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Mailchimp and FreshBooks

Create a New Scenario to Connect Mailchimp and FreshBooks

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Mailchimp, triggered by another scenario, or executed manually (for testing purposes). In most cases, Mailchimp or FreshBooks will be your first step. To do this, click "Choose an app," find Mailchimp or FreshBooks, and select the appropriate trigger to start the scenario.

Add the Mailchimp Node

Select the Mailchimp node from the app selection panel on the right.

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Configure the Mailchimp

Click on the Mailchimp node to configure it. You can modify the Mailchimp URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Add the FreshBooks Node

Next, click the plus (+) icon on the Mailchimp 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.

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Configure the Mailchimp 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.

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Set Up the Mailchimp 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 donโ€™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 Mailchimp, FreshBooks, and any additional nodes, donโ€™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 โ€œRun onceโ€ and triggering an event to check if the Mailchimp and FreshBooks integration works as expected. Depending on your setup, data should flow between Mailchimp 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 Mailchimp and FreshBooks

Mailchimp + WooCommerce + FreshBooks: When a new subscriber is added to Mailchimp and has a corresponding order in WooCommerce, create a client profile in FreshBooks. This allows you to manage customer billing information directly in FreshBooks.

FreshBooks + Mailchimp + Google Sheets: When a new invoice is created in FreshBooks, find or create a subscriber in Mailchimp and then add a row to Google Sheets to track the invoice. This provides a central record of new invoices and associated subscribers.

Mailchimp and FreshBooks integration alternatives

About Mailchimp

Automate Mailchimp tasks inside Latenode. Automatically add subscribers, update lists, or trigger campaigns based on events in other apps. Use Latenode's visual editor to connect Mailchimp to your CRM, e-commerce platform, or database. Enrich data and ensure targeted campaigns without manual work. Scale your email marketing effortlessly.

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 โ€“ all automated with Latenode's flexible, no-code visual builder.

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FAQ Mailchimp and FreshBooks

How can I connect my Mailchimp account to FreshBooks using Latenode?

To connect your Mailchimp account to FreshBooks on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Mailchimp and click on "Connect".
  • Authenticate your Mailchimp and FreshBooks accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically add new Mailchimp subscribers to FreshBooks?

Yes, with Latenode! Automatically add new Mailchimp subscribers as FreshBooks clients. This streamlines your workflow, saving time and ensuring accurate billing information for new customers.

What types of tasks can I perform by integrating Mailchimp with FreshBooks?

Integrating Mailchimp with FreshBooks allows you to perform various tasks, including:

  • Add new Mailchimp subscribers as clients in FreshBooks.
  • Update client details in FreshBooks based on Mailchimp activity.
  • Trigger invoices in FreshBooks when a subscriber joins a Mailchimp list.
  • Track campaign performance in Mailchimp and log it in FreshBooks.
  • Segment Mailchimp audiences based on client data from FreshBooks.

Can I use Javascript to transform Mailchimp data in Latenode?

Yes! Latenode allows custom JavaScript functions to transform data between Mailchimp and FreshBooks, providing ultimate control over your automation.

Are there any limitations to the Mailchimp and FreshBooks integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations might require JavaScript coding.
  • Real-time synchronization depends on API request limits.
  • Historical data migration between apps may require manual setup.

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