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How to connect Apollo and FreeAgent
Create a New Scenario to Connect Apollo 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 Apollo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Apollo or FreeAgent will be your first step. To do this, click "Choose an app," find Apollo or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Apollo Node
Select the Apollo node from the app selection panel on the right.
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Add the FreeAgent Node
Next, click the plus (+) icon on the Apollo 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.
Configure the Apollo 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 Apollo 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Apollo, 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 Apollo and FreeAgent integration works as expected. Depending on your setup, data should flow between Apollo 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 Apollo and FreeAgent
Apollo + FreeAgent + Slack: When a new account is created in Apollo, a corresponding contact is created in FreeAgent. Then, a message is sent to a Slack channel announcing the new client.
FreeAgent + Apollo + Google Sheets: When a new invoice is created in FreeAgent, the corresponding contact in Apollo is updated, and the payment status is logged in Google Sheets.
Apollo and FreeAgent integration alternatives
About Apollo
Need precise location data? Integrate Apollo into Latenode workflows to automatically geocode addresses or enrich customer profiles with location insights. Automate data validation and routing based on geographic parameters. Use Latenode's visual editor to build scalable location-aware processes without complex coding.
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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.
Similar apps
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See how Latenode works
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FAQ Apollo and FreeAgent
How can I connect my Apollo account to FreeAgent using Latenode?
To connect your Apollo account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Apollo and click on "Connect".
- Authenticate your Apollo and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation after a deal closes?
Yes, you can! Latenode lets you trigger FreeAgent invoice creation directly from Apollo deal stages, saving time and ensuring accurate billing using our no-code visual builder.
What types of tasks can I perform by integrating Apollo with FreeAgent?
Integrating Apollo with FreeAgent allows you to perform various tasks, including:
- Automatically creating new FreeAgent clients from Apollo contacts.
- Updating FreeAgent project details based on Apollo opportunity changes.
- Generating invoices in FreeAgent when an Apollo deal reaches a certain stage.
- Syncing contact information between Apollo and FreeAgent.
- Reporting on sales performance by combining data from both Apollo and FreeAgent.
Can I use JavaScript to extend the Apollo integration?
Yes! Latenode allows you to use JavaScript code blocks to add custom logic and tailor the Apollo integration to your specific needs.
Are there any limitations to the Apollo and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Custom field mapping may require JavaScript knowledge.
- Rate limits imposed by Apollo and FreeAgent may affect large data transfers.
- Advanced FreeAgent reporting features may not be directly accessible.
