

90% cheaper with Latenode
AI agent that builds your workflows for you
Hundreds of apps to connect
Automatically create FreshBooks invoices from successful Ontraport sales, with Latenode giving you the flexibility to add custom logic via JavaScript. Scale your automation affordably by paying only for execution time.
Connect Ontraport and FreshBooks in minutes with Latenode.
Create Ontraport to FreshBooks workflow
Start for free
Automate your workflow
Swap Apps
Ontraport
FreshBooks
No credit card needed
Without restriction
Create a New Scenario to Connect Ontraport and FreshBooks
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Ontraport, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ontraport or FreshBooks will be your first step. To do this, click "Choose an app," find Ontraport or FreshBooks, and select the appropriate trigger to start the scenario.
Add the Ontraport Node
Select the Ontraport node from the app selection panel on the right.
Ontraport
Configure the Ontraport
Click on the Ontraport node to configure it. You can modify the Ontraport 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 Ontraport node, select FreshBooks from the list of available apps, and choose the action you need from the list of nodes within FreshBooks.
Ontraport
β
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 Ontraport 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 Ontraport and FreshBooks Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
FreshBooks
Trigger on Webhook
β
Ontraport
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Ontraport, FreshBooks, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Ontraport and FreshBooks integration works as expected. Depending on your setup, data should flow between Ontraport and FreshBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Ontraport + FreshBooks + Slack: When a new contact is added in Ontraport, an invoice is automatically created in FreshBooks for that contact. A notification is then sent to the finance team in Slack.
FreshBooks + Ontraport + Google Sheets: When a new invoice is created in FreshBooks, update the client's record in Ontraport and log the invoice details in a Google Sheet.
About Ontraport
Use Ontraport with Latenode to automate marketing and sales tasks. Sync contacts, trigger campaigns, and update customer data based on actions in other apps. Build complex workflows visually, adding custom logic with JavaScript or AI for personalized experiences. Scale marketing automation affordably, paying only for execution time.
Related categories
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 β all automated with Latenode's flexible, no-code visual builder.
Related categories
How can I connect my Ontraport account to FreshBooks using Latenode?
To connect your Ontraport account to FreshBooks on Latenode, follow these steps:
Can I automate invoice creation after a new deal in Ontraport?
Yes, you can! Latenode allows this via visual workflows. Automatically generate FreshBooks invoices upon new Ontraport deal closures, saving time and ensuring prompt billing.
What types of tasks can I perform by integrating Ontraport with FreshBooks?
Integrating Ontraport with FreshBooks allows you to perform various tasks, including:
What kind of Ontraport data can Latenode access and use?
Latenode can access and utilize contacts, deals, tasks, and custom object data to trigger workflows and update other apps like FreshBooks.
Are there any limitations to the Ontraport and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: