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How to connect Awork and FreeAgent
Create a New Scenario to Connect Awork 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 Awork, triggered by another scenario, or executed manually (for testing purposes). In most cases, Awork or FreeAgent will be your first step. To do this, click "Choose an app," find Awork or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Awork Node
Select the Awork node from the app selection panel on the right.
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Add the FreeAgent Node
Next, click the plus (+) icon on the Awork 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 Awork 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 Awork 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 Awork, 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 Awork and FreeAgent integration works as expected. Depending on your setup, data should flow between Awork 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 Awork and FreeAgent
Awork + FreeAgent + Slack: When a project is completed in Awork, create a corresponding invoice in FreeAgent, and then notify the team about the new invoice in a designated Slack channel.
FreeAgent + Awork + Google Sheets: When an invoice is paid in FreeAgent, update the project status in Awork and record the payment details in a Google Sheet for tracking and reporting.
Awork and FreeAgent integration alternatives
About Awork
Manage Awork tasks in Latenode to automate project updates and reporting. Trigger flows on new tasks, sync deadlines across tools, or create custom reports. Use Latenode's logic functions and webhooks to connect Awork to any system, crafting automated workflows without complex coding, and scale project management tasks efficiently.
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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 Awork and FreeAgent
How can I connect my Awork account to FreeAgent using Latenode?
To connect your Awork account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Awork and click on "Connect".
- Authenticate your Awork and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate invoices based on completed Awork tasks?
Yes, you can! Latenode’s flexible workflow engine lets you trigger FreeAgent invoice creation upon Awork task completion, saving time and ensuring accurate billing.
What types of tasks can I perform by integrating Awork with FreeAgent?
Integrating Awork with FreeAgent allows you to perform various tasks, including:
- Create FreeAgent projects when new projects are created in Awork.
- Update FreeAgent tasks when task statuses change in Awork.
- Generate detailed reports combining task data from Awork and financial data from FreeAgent.
- Automatically track time spent on Awork tasks against FreeAgent projects.
- Send payment reminders from FreeAgent based on Awork project milestones.
CanIcustomizehowAworkdataismappedtoFreeAgentfields?
Yes!Latenodeallowsyou todefinecustomdata mappingsbetweenAworkandFreeAgent, ensuring the data transfers are perfectforyourneeds.
Are there any limitations to the Awork and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration is not supported; only new events trigger workflows.
- Complex FreeAgent customization may require some JavaScript knowledge.
- Real-time updates depend on the polling interval of each application.
