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Automatically generate and send invoices with PDFMonkey after a new sale is recorded in FreshBooks. Latenode's visual editor makes customizing invoice templates easier while scaling automation affordably.
Connect PDFMonkey and FreshBooks in minutes with Latenode.
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Create a New Scenario to Connect PDFMonkey 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 PDFMonkey, triggered by another scenario, or executed manually (for testing purposes). In most cases, PDFMonkey or FreshBooks will be your first step. To do this, click "Choose an app," find PDFMonkey or FreshBooks, and select the appropriate trigger to start the scenario.
Add the PDFMonkey Node
Select the PDFMonkey node from the app selection panel on the right.
PDFMonkey
Configure the PDFMonkey
Click on the PDFMonkey node to configure it. You can modify the PDFMonkey 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 PDFMonkey node, select FreshBooks from the list of available apps, and choose the action you need from the list of nodes within FreshBooks.
PDFMonkey
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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 PDFMonkey 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 PDFMonkey 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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PDFMonkey
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring PDFMonkey, 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 PDFMonkey and FreshBooks integration works as expected. Depending on your setup, data should flow between PDFMonkey and FreshBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PDFMonkey + FreshBooks + Google Drive: When a document is generated in PDFMonkey, create a new client in FreshBooks and upload the document to a specific folder in Google Drive.
FreshBooks + PDFMonkey + Slack: When a new invoice is created in FreshBooks, generate a PDF document with PDFMonkey and send a notification via Slack to a specified channel.
About PDFMonkey
Use PDFMonkey in Latenode to automate document creation from templates. Populate PDFs with data from any app (CRM, database, etc.) via API. Latenode lets you trigger PDF generation based on events, archive documents, and send them automatically. Simplify reporting and document workflows with no-code or custom code.
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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 β all automated with Latenode's flexible, no-code visual builder.
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How can I connect my PDFMonkey account to FreshBooks using Latenode?
To connect your PDFMonkey account to FreshBooks on Latenode, follow these steps:
Can I automatically generate invoices from PDFMonkey templates?
Yes, you can! Latenode lets you trigger PDF generation from FreshBooks data, creating branded invoices automatically. This saves time and ensures consistent professional documents.
What types of tasks can I perform by integrating PDFMonkey with FreshBooks?
Integrating PDFMonkey with FreshBooks allows you to perform various tasks, including:
Can I use JavaScript code to further customize my PDFMonkey documents in Latenode?
Yes! Latenode offers full JavaScript support allowing you to add complex logic and personalization to your PDFMonkey document generation workflows.
Are there any limitations to the PDFMonkey and FreshBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: