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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.
Connect Productboard and FreshBooks in minutes with Latenode.
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Create a New Scenario to Connect Productboard 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 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.
Productboard
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.
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.
Productboard
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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 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.
Set Up the Productboard 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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Productboard
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Productboard, 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 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.
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.
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.
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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 Productboard account to FreshBooks using Latenode?
To connect your Productboard account to FreshBooks on Latenode, follow these steps:
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:
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: