How to connect BambooHR and FreeAgent
Create a New Scenario to Connect BambooHR 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 BambooHR, triggered by another scenario, or executed manually (for testing purposes). In most cases, BambooHR or FreeAgent will be your first step. To do this, click "Choose an app," find BambooHR or FreeAgent, and select the appropriate trigger to start the scenario.

Add the BambooHR Node
Select the BambooHR node from the app selection panel on the right.


BambooHR

Configure the BambooHR
Click on the BambooHR node to configure it. You can modify the BambooHR 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 BambooHR 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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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 BambooHR 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 BambooHR 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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FreeAgent
Trigger on Webhook
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Webhook response


Save and Activate the Scenario
After configuring BambooHR, 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 BambooHR and FreeAgent integration works as expected. Depending on your setup, data should flow between BambooHR 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 BambooHR and FreeAgent
BambooHR + FreeAgent + Slack: When a new employee is added in BambooHR, create a corresponding contact in FreeAgent. Then, send a welcome message to the new employee via Slack.
FreeAgent + BambooHR + Google Sheets: When a new invoice is created in FreeAgent, export the invoice details to Google Sheets. Then, retrieve employee information from BambooHR and add it to the same Google Sheets row.
BambooHR and FreeAgent integration alternatives

About BambooHR
Streamline HR processes. Use BambooHR with Latenode to automate onboarding, offboarding, and employee data sync. Automatically update other systems (like payroll or Slack) based on BambooHR changes. Centralize HR workflows in a visual no-code builder. Reduce manual data entry and ensure consistency across all platforms.
Related categories

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
Related categories
See how Latenode works
FAQ BambooHR and FreeAgent
How can I connect my BambooHR account to FreeAgent using Latenode?
To connect your BambooHR account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select BambooHR and click on "Connect".
- Authenticate your BambooHR and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update FreeAgent with new BambooHR employee data?
Yes, Latenode automates employee data sync. Eliminate manual entry & ensure accurate financial records,leveraging Latenode’s no-code blocks and JavaScript functions for data transformation.
What types of tasks can I perform by integrating BambooHR with FreeAgent?
Integrating BambooHR with FreeAgent allows you to perform various tasks, including:
- Automatically create new FreeAgent contacts for new BambooHR employees.
- Update employee information in FreeAgent when it changes in BambooHR.
- Trigger invoice creation in FreeAgent based on BambooHR employee data.
- Generate reports combining employee data from BambooHR and financial data from FreeAgent.
- Send welcome emails to new hires using data from both BambooHR and FreeAgent.
HowsecureistheBambooHRintegrationonLatenodewithsensitiveemployeeinformation?
Latenode employs robust security measures, including encryption and secure authentication, to protect sensitive employee data during BambooHR integration.
Are there any limitations to the BambooHR and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data synchronization may require custom scripting due to API limitations.
- Complex data transformations might require JavaScript knowledge for advanced mapping.
- Real-time updates depend on the API polling intervals of both BambooHR and FreeAgent.