RD Station and FreshBooks Integration

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Automatically create FreshBooks invoices from new RD Station leads, closing the sales loop. Latenode lets you customize this flow with JavaScript and scale it affordably, paying only for execution time, so your business grows efficiently.

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RD Station

FreshBooks

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect RD Station and FreshBooks

Create a New Scenario to Connect RD Station 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 RD Station, triggered by another scenario, or executed manually (for testing purposes). In most cases, RD Station or FreshBooks will be your first step. To do this, click "Choose an app," find RD Station or FreshBooks, and select the appropriate trigger to start the scenario.

Add the RD Station Node

Select the RD Station node from the app selection panel on the right.

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RD Station

Configure the RD Station

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

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RD Station

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Connect RD Station

Sign In
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Run node once

Add the FreshBooks Node

Next, click the plus (+) icon on the RD Station 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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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.

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FreshBooks

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Connect FreshBooks

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Run node once

Configure the RD Station 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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Connect FreshBooks

FreshBooks Oauth 2.0

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Change

Select an action *

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The action ID

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Run node once

Set Up the RD Station 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 RD Station, 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 RD Station and FreshBooks integration works as expected. Depending on your setup, data should flow between RD Station 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 RD Station and FreshBooks

RD Station + FreshBooks + Slack: When a deal is won in RD Station, an invoice is automatically created in FreshBooks. A notification is then sent to the sales team in Slack to inform them of the new invoice.

FreshBooks + RD Station + Google Sheets: When a new invoice is created in FreshBooks, the lead's information in RD Station is updated, and the invoice details are logged in a Google Sheet.

RD Station and FreshBooks integration alternatives

About RD Station

Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.

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 RD Station and FreshBooks

How can I connect my RD Station account to FreshBooks using Latenode?

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

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

Can I automatically create invoices from qualified RD Station leads?

Yes, you can! Latenode lets you instantly trigger FreshBooks invoice creation when a lead reaches a specific score in RD Station, saving your team time and improving billing accuracy.

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

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

  • Create FreshBooks clients from new RD Station contacts.
  • Update FreshBooks client details when RD Station contact info changes.
  • Generate invoices in FreshBooks based on RD Station lead conversion.
  • Track invoice payments in RD Station as deals progress.
  • Send RD Station emails upon invoice creation in FreshBooks.

Can I use JavaScript functions within my RD Station + FreshBooks workflow?

Yes, Latenode allows custom JavaScript functions to transform data between RD Station and FreshBooks, enabling complex logic beyond simple data transfer.

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

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

  • Historical data migration between RD Station and FreshBooks is not directly supported.
  • Complex custom field mappings may require JavaScript for advanced transformation.
  • The number of tasks is limited by your Latenode plan's monthly operation quota.

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