ActiveCampaign and FreeAgent Integration

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Automatically create FreeAgent invoices upon deal closure in ActiveCampaign. Latenode’s visual editor simplifies complex logic, while affordable pay-by-execution pricing makes scaling this automation worry-free. Refine it further with custom JavaScript.

Swap Apps

ActiveCampaign

FreeAgent

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect ActiveCampaign and FreeAgent

Create a New Scenario to Connect ActiveCampaign and FreeAgent

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

Add the ActiveCampaign Node

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

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ActiveCampaign

Configure the ActiveCampaign

Click on the ActiveCampaign node to configure it. You can modify the ActiveCampaign 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 FreeAgent Node

Next, click the plus (+) icon on the ActiveCampaign node, select FreeAgent from the list of available apps, and choose the action you need from the list of nodes within FreeAgent.

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Authenticate FreeAgent

Now, click the FreeAgent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your FreeAgent settings. Authentication allows you to use FreeAgent through Latenode.

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Configure the ActiveCampaign and FreeAgent 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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Run node once

Set Up the ActiveCampaign and FreeAgent 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 ActiveCampaign, FreeAgent, 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 “Run once” and triggering an event to check if the ActiveCampaign and FreeAgent integration works as expected. Depending on your setup, data should flow between ActiveCampaign and FreeAgent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect ActiveCampaign and FreeAgent

ActiveCampaign + FreeAgent + Slack: When a new contact is added to ActiveCampaign, a new contact is created in FreeAgent and a welcome message is sent to a Slack channel.

FreeAgent + ActiveCampaign + Google Sheets: When a new invoice is created in FreeAgent, contact details in ActiveCampaign are updated, and the invoice details are added to a Google Sheet.

ActiveCampaign and FreeAgent integration alternatives

About ActiveCampaign

Automate ActiveCampaign tasks within Latenode for streamlined marketing. Trigger campaigns based on data from any source, not just forms. Sync contacts, segment lists, and personalize emails using Latenode’s visual editor and built-in data transformation tools. Connect to CRMs or databases for smarter, automated customer journeys without complex coding.

About FreeAgent

Use FreeAgent in Latenode to automate accounting tasks. Create workflows that automatically reconcile bank data, generate reports, or update financial records based on triggers from other apps. Avoid manual data entry and ensure accuracy by connecting FreeAgent with your CRM, payment gateways, or e-commerce platforms.

See how Latenode works

FAQ ActiveCampaign and FreeAgent

How can I connect my ActiveCampaign account to FreeAgent using Latenode?

To connect your ActiveCampaign account to FreeAgent on Latenode, follow these steps:

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

Can I automatically create FreeAgent invoices from new ActiveCampaign deals?

Yes, you can! Latenode's visual builder simplifies the process, letting you automatically trigger invoice creation, saving you time and ensuring accurate billing.

What types of tasks can I perform by integrating ActiveCampaign with FreeAgent?

Integrating ActiveCampaign with FreeAgent allows you to perform various tasks, including:

  • Create FreeAgent contacts from new ActiveCampaign contacts automatically.
  • Update FreeAgent client details when ActiveCampaign contact fields change.
  • Trigger ActiveCampaign automations upon new FreeAgent invoice creation.
  • Create ActiveCampaign tasks for overdue FreeAgent invoices.
  • Sync ActiveCampaign deal revenue with corresponding FreeAgent projects.

How secure is my ActiveCampaign data when using Latenode's integration?

Latenode uses secure authentication and encryption methods to protect your ActiveCampaign data during integration and workflow execution.

Are there any limitations to the ActiveCampaign and FreeAgent integration on Latenode?

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

  • Complex data transformations might require JavaScript knowledge.
  • Real-time synchronization depends on ActiveCampaign and FreeAgent API availability.
  • Historical data migration between the apps is not directly supported.

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