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How to connect Atera and FreeAgent
Create a New Scenario to Connect Atera 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 Atera, triggered by another scenario, or executed manually (for testing purposes). In most cases, Atera or FreeAgent will be your first step. To do this, click "Choose an app," find Atera or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Atera Node
Select the Atera node from the app selection panel on the right.
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Add the FreeAgent Node
Next, click the plus (+) icon on the Atera 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 Atera 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 Atera 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 Atera, 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 Atera and FreeAgent integration works as expected. Depending on your setup, data should flow between Atera 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 Atera and FreeAgent
Atera + FreeAgent + Slack: When a new customer is added in Atera, a corresponding contact is created in FreeAgent. Then, a welcome message is sent to a Slack channel to notify the team.
FreeAgent + Atera + Google Sheets: When a new invoice is created in FreeAgent, the invoice details are fetched. The related customer details are then retrieved from Atera, and finally, both invoice and customer information are added as a new row in a Google Sheet.
Atera and FreeAgent integration alternatives
About Atera
Use Atera with Latenode to automate IT support tasks. Trigger workflows on alerts, automatically create tickets, or update asset info. Integrate Atera's monitoring data with other apps for deeper insights and faster issue resolution. Customize rules and actions using Latenode's visual editor or JavaScript for precise automation.
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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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See how Latenode works
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FAQ Atera and FreeAgent
How can I connect my Atera account to FreeAgent using Latenode?
To connect your Atera account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Atera and click on "Connect".
- Authenticate your Atera and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation based on Atera tickets?
Yes, you can! Latenode allows you to automatically create FreeAgent invoices from Atera tickets. This saves time and ensures accurate billing using our no-code visual editor and JavaScript capabilities.
What types of tasks can I perform by integrating Atera with FreeAgent?
Integrating Atera with FreeAgent allows you to perform various tasks, including:
- Automatically creating FreeAgent invoices when Atera tickets are closed.
- Syncing customer information between Atera and FreeAgent.
- Generating financial reports in FreeAgent based on Atera project data.
- Triggering FreeAgent expense entries from Atera purchase orders.
- Sending Atera ticket summaries to FreeAgent for financial tracking.
Can I use JavaScript to extend the integration's functionality?
Yes! Latenode provides full JavaScript support, allowing you to customize and extend the Atera and FreeAgent integration with custom logic.
Are there any limitations to the Atera and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API limits of Atera and FreeAgent.
- Complex data transformations may require advanced JavaScript knowledge.
- Custom fields in Atera or FreeAgent might need manual mapping initially.
