Productboard and FreshBooks Integration

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Automatically create FreshBooks invoices from prioritized Productboard features. Latenode's visual editor simplifies the workflow, while affordable execution-based pricing optimizes cost. Enhance team collaboration by tracking changes and scaling the integration.

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Productboard

FreshBooks

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Productboard and FreshBooks

Create a New Scenario to Connect Productboard and FreshBooks

In the workspace, click the β€œCreate 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 Productboard, triggered by another scenario, or executed manually (for testing purposes). In most cases, Productboard or FreshBooks will be your first step. To do this, click "Choose an app," find Productboard or FreshBooks, and select the appropriate trigger to start the scenario.

Add the Productboard Node

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

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Configure the Productboard

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

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Run node once

Add the FreshBooks Node

Next, click the plus (+) icon on the Productboard 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 Productboard 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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The action ID

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Run node once

Set Up the Productboard 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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Save and Activate the Scenario

After configuring Productboard, 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 β€œRun once” and triggering an event to check if the Productboard and FreshBooks integration works as expected. Depending on your setup, data should flow between Productboard 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 Productboard and FreshBooks

Productboard + FreshBooks + Slack: When a feature request is created in Productboard, upon completion, an invoice is created in FreshBooks, and a Slack message is sent to a specified channel.

FreshBooks + Productboard + HubSpot: When an invoice is paid in FreshBooks, the associated feature request status is updated in Productboard, and then the corresponding customer status is updated in HubSpot.

Productboard and FreshBooks integration alternatives

About Productboard

Sync Productboard insights into Latenode to automate product development workflows. Track feature requests, prioritize tasks, and trigger actions in other apps (like Jira or Slack) based on user feedback. Build custom reports and alerts using Latenode's visual editor, making feedback actionable across teams without manual data wrangling.

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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FAQ Productboard and FreshBooks

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

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

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

Can I automate invoice creation from new Productboard feature requests?

Yes, you can! Latenode lets you automatically create FreshBooks invoices when new feature requests are logged in Productboard, saving you time and ensuring prompt billing.

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

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

  • Create FreshBooks invoices from prioritized Productboard feature requests.
  • Update invoice statuses in FreshBooks based on Productboard feature progress.
  • Send payment reminders for invoices linked to specific Productboard projects.
  • Track time spent on Productboard features and log it in FreshBooks.
  • Generate project reports in FreshBooks using Productboard insights.

Can I use custom fields from Productboard to populate invoices?

Yes! Latenode allows you to map custom Productboard fields to FreshBooks invoice fields for detailed, automated billing.

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

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

  • Complex data transformations may require JavaScript coding.
  • Real-time synchronization depends on the API rate limits of both apps.
  • Historical data migration requires manual setup.

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