Acuity Scheduling and FreeAgent Integration

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Automatically create invoices in FreeAgent when appointments are booked in Acuity Scheduling. Latenode’s visual editor and affordable execution pricing makes it easy to scale this essential workflow, connecting sales to accounting.

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Acuity Scheduling

FreeAgent

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Acuity Scheduling and FreeAgent

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

Add the Acuity Scheduling Node

Select the Acuity Scheduling node from the app selection panel on the right.

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Configure the Acuity Scheduling

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

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Add the FreeAgent Node

Next, click the plus (+) icon on the Acuity Scheduling 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 Acuity Scheduling 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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Set Up the Acuity Scheduling 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 Acuity Scheduling, 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 Acuity Scheduling and FreeAgent integration works as expected. Depending on your setup, data should flow between Acuity Scheduling 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 Acuity Scheduling and FreeAgent

Acuity Scheduling + FreeAgent + Slack: When a new appointment is booked in Acuity Scheduling, an invoice is automatically created in FreeAgent. Then, a message is sent to a specified Slack channel to notify the team.

FreeAgent + Acuity Scheduling + Google Sheets: When a new invoice is created in FreeAgent, the details are added to a Google Sheet. Additionally, the appointment details for the client from Acuity Scheduling are also added to the same Google Sheet for reporting purposes.

Acuity Scheduling and FreeAgent integration alternatives

About Acuity Scheduling

Automate appointment scheduling with Acuity inside Latenode. Sync appointments to calendars, send reminders, and update CRMs automatically. Ditch manual data entry and build custom workflows using Latenode’s visual editor and API-first design. Scale your scheduling processes without code or per-step pricing limits.

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 Acuity Scheduling and FreeAgent

How can I connect my Acuity Scheduling account to FreeAgent using Latenode?

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

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Acuity Scheduling and click on "Connect".
  • Authenticate your Acuity Scheduling 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 Acuity appointments?

Yes, you can! Latenode allows you to automate invoice creation in FreeAgent whenever a new appointment is scheduled in Acuity Scheduling, saving you time and ensuring prompt billing.

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

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

  • Create new FreeAgent clients from Acuity Scheduling appointments.
  • Update client details in FreeAgent based on Acuity Scheduling changes.
  • Generate custom reports combining appointment and financial data.
  • Send payment reminders via Acuity Scheduling based on FreeAgent invoice statuses.
  • Track revenue per appointment type directly in FreeAgent.

How do I handle complex logic between Acuity Scheduling and FreeAgent?

Latenode’s visual editor and JavaScript support allow you to implement intricate logic for advanced automation scenarios between Acuity Scheduling and FreeAgent.

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

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

  • Historical data migration requires manual setup using Latenode's API tools.
  • Complex conditional logic might require JavaScript knowledge for optimal implementation.
  • FreeAgent API rate limits may affect the frequency of data synchronization.

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