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Sync Agile CRM contacts with FreeAgent for automated invoice generation and payment tracking. Latenode's visual editor and affordable pricing make complex financial automations easier to build and scale. Connect your business apps with flexible API integrations.
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Create a New Scenario to Connect Agile CRM and FreeAgent
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 Agile CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Agile CRM or FreeAgent will be your first step. To do this, click "Choose an app," find Agile CRM or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Agile CRM Node
Select the Agile CRM node from the app selection panel on the right.
Agile CRM
Configure the Agile CRM
Click on the Agile CRM node to configure it. You can modify the Agile CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the FreeAgent Node
Next, click the plus (+) icon on the Agile CRM node, select FreeAgent from the list of available apps, and choose the action you need from the list of nodes within FreeAgent.
Agile CRM
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FreeAgent
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.
Configure the Agile CRM 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.
Set Up the Agile CRM and FreeAgent 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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FreeAgent
Trigger on Webhook
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Agile CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Agile CRM, FreeAgent, 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 Agile CRM and FreeAgent integration works as expected. Depending on your setup, data should flow between Agile CRM and FreeAgent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Agile CRM + FreeAgent + Slack: When a deal reaches a closed milestone in Agile CRM, and a new invoice is created in FreeAgent, a notification is sent to a specified Slack channel.
FreeAgent + Agile CRM + Google Sheets: When a new invoice is created in FreeAgent or a new deal is created in Agile CRM, the invoice and deal data are logged in a Google Sheet for reporting purposes.
About Agile CRM
Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports β all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.
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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.
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How can I connect my Agile CRM account to FreeAgent using Latenode?
To connect your Agile CRM account to FreeAgent on Latenode, follow these steps:
Can I automatically create FreeAgent invoices from new Agile CRM deals?
Yes, you can! Latenode lets you visually map data, automating invoice creation. No code needed, saving time and ensuring accurate financial tracking from sales activity.
What types of tasks can I perform by integrating Agile CRM with FreeAgent?
Integrating Agile CRM with FreeAgent allows you to perform various tasks, including:
What data can I sync between Agile CRM and FreeAgent?
You can sync contact details, invoice data, deal information, and product listings. Latenode's flexible data mapping handles custom fields easily.
Are there any limitations to the Agile CRM and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: