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How to connect Bexio and FreeAgent
Create a New Scenario to Connect Bexio 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 Bexio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bexio or FreeAgent will be your first step. To do this, click "Choose an app," find Bexio or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Bexio Node
Select the Bexio node from the app selection panel on the right.
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Add the FreeAgent Node
Next, click the plus (+) icon on the Bexio 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 Bexio 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 Bexio 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 Bexio, 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 Bexio and FreeAgent integration works as expected. Depending on your setup, data should flow between Bexio 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 Bexio and FreeAgent
Bexio + FreeAgent + Slack: When a new sales invoice is created in Bexio, the flow checks for a corresponding invoice in FreeAgent. If the amounts don't match, a message is sent to a designated Slack channel alerting the team about the discrepancy.
FreeAgent + Bexio + Google Sheets: When a new invoice is created in FreeAgent, the flow finds the corresponding invoice in Bexio using the invoice number. The reconciled invoice data (invoice number, amount, customer) from both platforms is then logged into a Google Sheet for reporting purposes.
Bexio and FreeAgent integration alternatives
About Bexio
Sync Bexio contacts, invoices, or products with other apps via Latenode. Automate accounting tasks: trigger invoice creation from new orders or update customer data across your stack. Latenode's visual editor simplifies building complex workflows, and its JavaScript node adds flexibility beyond Bexio's defaults.
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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 Bexio and FreeAgent
How can I connect my Bexio account to FreeAgent using Latenode?
To connect your Bexio account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Bexio and click on "Connect".
- Authenticate your Bexio and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update FreeAgent with new Bexio invoices?
Yes, you can! Latenode's visual editor makes this seamless. Automatically sync invoice data for enhanced financial reporting and streamlined accounting.
What types of tasks can I perform by integrating Bexio with FreeAgent?
Integrating Bexio with FreeAgent allows you to perform various tasks, including:
- Create FreeAgent invoices from new Bexio sales orders.
- Update customer details in FreeAgent when updated in Bexio.
- Sync product information between Bexio and FreeAgent.
- Trigger accounting workflows based on Bexio events.
- Generate financial reports combining data from both systems.
Can I use JavaScript to customize my Bexio-FreeAgent workflows?
Yes! Latenode allows JavaScript code integration, enabling advanced customization beyond no-code options, tailored to unique business logic.
Are there any limitations to the Bexio and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration between Bexio and FreeAgent requires manual setup.
- Complex custom field mappings may require JavaScript coding.
- Real-time synchronization depends on the API rate limits of both services.
