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How to connect Attio and FreeAgent
Create a New Scenario to Connect Attio 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 Attio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Attio or FreeAgent will be your first step. To do this, click "Choose an app," find Attio or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Attio Node
Select the Attio node from the app selection panel on the right.
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Add the FreeAgent Node
Next, click the plus (+) icon on the Attio 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 Attio 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 Attio 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 Attio, 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 Attio and FreeAgent integration works as expected. Depending on your setup, data should flow between Attio 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 Attio and FreeAgent
Attio + FreeAgent + Slack: When a deal closes in Attio (New Entry), create a corresponding invoice in FreeAgent, and then notify the sales team about the new invoice in a Slack channel.
FreeAgent + Attio + Google Sheets: When a new invoice is created in FreeAgent, log the invoice data to a Google Sheet, then update the corresponding client details in Attio. The automation starts from FreeAgent trigger, then fill the data into Google Sheet and update Attio record.
Attio and FreeAgent integration alternatives
About Attio
Use Attio in Latenode to automate contact and relationship management. Sync data, trigger actions based on contact updates, and build custom workflows that span multiple apps. Latenode’s flexibility lets you enrich Attio data with AI or other sources, creating smarter, automated CRM processes.
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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 Attio and FreeAgent
How can I connect my Attio account to FreeAgent using Latenode?
To connect your Attio account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Attio and click on "Connect".
- Authenticate your Attio 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 Attio deal stages, saving time. Use our visual editor or custom JavaScript for advanced logic.
What types of tasks can I perform by integrating Attio with FreeAgent?
Integrating Attio with FreeAgent allows you to perform various tasks, including:
- Automatically creating new FreeAgent clients from Attio organizations.
- Updating contact information in FreeAgent when Attio records are modified.
- Generating project invoices in FreeAgent based on Attio deal milestones.
- Sending payment reminders from FreeAgent triggered by Attio task completion.
- Creating revenue reports combining Attio sales data with FreeAgent financials.
What Attio record types can I access within Latenode?
Latenode provides access to Attio's people, organizations, deals, and tasks. Use any of these to trigger workflows and manipulate data.
Are there any limitations to the Attio and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration between Attio and FreeAgent is not supported.
- Complex FreeAgent accounting rules require JavaScript or custom API calls.
- Real-time synchronization may be subject to API rate limits of both apps.
