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How to connect ManyChat and FreshBooks
Create a New Scenario to Connect ManyChat 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 ManyChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, ManyChat or FreshBooks will be your first step. To do this, click "Choose an app," find ManyChat or FreshBooks, and select the appropriate trigger to start the scenario.
Add the ManyChat Node
Select the ManyChat node from the app selection panel on the right.
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Configure the ManyChat
Click on the ManyChat node to configure it. You can modify the ManyChat 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 ManyChat 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 ManyChat 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 ManyChat 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 ManyChat, 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 ManyChat and FreshBooks integration works as expected. Depending on your setup, data should flow between ManyChat 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 ManyChat and FreshBooks
FreshBooks + ManyChat + Slack: When a new invoice is created in FreshBooks, send a dynamic thank you message via ManyChat to the client and notify the team in a Slack channel.
ManyChat + FreshBooks + Google Sheets: When a user provides information through a ManyChat flow or through a new custom field update, create a corresponding client in FreshBooks and log the user's information in a Google Sheets spreadsheet.
ManyChat and FreshBooks integration alternatives
About ManyChat
Use ManyChat in Latenode to automate personalized messaging based on triggers from other apps. Sync contact data, manage chatbot flows based on CRM updates, or route leads to sales teams via Slack. Build flexible, scalable marketing automation without complex coding or per-step fees using Latenode’s visual editor.
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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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See how Latenode works
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FAQ ManyChat and FreshBooks
How can I connect my ManyChat account to FreshBooks using Latenode?
To connect your ManyChat account to FreshBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ManyChat and click on "Connect".
- Authenticate your ManyChat and FreshBooks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create FreshBooks invoices from ManyChat orders?
Yes, you can! Latenode allows you to automate invoice creation in FreshBooks from ManyChat orders, saving time and reducing manual data entry with no-code and custom logic.
What types of tasks can I perform by integrating ManyChat with FreshBooks?
Integrating ManyChat with FreshBooks allows you to perform various tasks, including:
- Automatically creating invoices in FreshBooks for new ManyChat purchases.
- Updating customer information in FreshBooks based on ManyChat interactions.
- Sending payment reminders via ManyChat based on FreshBooks invoice status.
- Triggering personalized ManyChat flows upon invoice creation in FreshBooks.
- Syncing contact details between ManyChat audiences and FreshBooks clients.
Can I use JavaScript code to enhance ManyChat FreshBooks integration?
Yes! Latenode allows custom JavaScript code, enabling complex data transformations or API calls beyond standard ManyChat FreshBooks actions.
Are there any limitations to the ManyChat and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Real-time data synchronization depends on the API rate limits of both apps.
- Custom field mapping requires careful setup to ensure data accuracy.
