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How to connect Basin and FreeAgent
Create a New Scenario to Connect Basin 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 Basin, triggered by another scenario, or executed manually (for testing purposes). In most cases, Basin or FreeAgent will be your first step. To do this, click "Choose an app," find Basin or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Basin Node
Select the Basin node from the app selection panel on the right.
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Add the FreeAgent Node
Next, click the plus (+) icon on the Basin 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 Basin 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 Basin 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 Basin, 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 Basin and FreeAgent integration works as expected. Depending on your setup, data should flow between Basin 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 Basin and FreeAgent
Basin + FreeAgent + Slack: When a new form is submitted in Basin, a new contact is created in FreeAgent, and a notification is sent to a specified Slack channel.
FreeAgent + Basin + Google Sheets: When a new invoice is created in FreeAgent, the invoice details are recorded in a Basin form and then logged to a Google Sheet.
Basin and FreeAgent integration alternatives
About Basin
Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.
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
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FAQ Basin and FreeAgent
How can I connect my Basin account to FreeAgent using Latenode?
To connect your Basin account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Basin and click on "Connect".
- Authenticate your Basin and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create FreeAgent invoices from new Basin form submissions?
Yes, you can! Latenode's visual editor makes it easy to automate invoice creation, saving you time and ensuring timely billing for new leads captured through Basin forms.
What types of tasks can I perform by integrating Basin with FreeAgent?
Integrating Basin with FreeAgent allows you to perform various tasks, including:
- Creating new FreeAgent contacts from Basin form submissions.
- Automatically generating invoices in FreeAgent upon form completion.
- Updating contact details in FreeAgent based on Basin data.
- Triggering FreeAgent payment reminders from Basin notifications.
- Archiving Basin form data after creating a corresponding FreeAgent invoice.
How do I handle errors when sending data from Basin to FreeAgent on Latenode?
Latenode provides robust error handling. Use conditional logic and error-handling blocks to manage failed data transfers effectively.
Are there any limitations to the Basin and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript coding.
- Real-time synchronization depends on the API rate limits of both Basin and FreeAgent.
- Custom field mappings beyond standard fields may need advanced configuration.
