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How to connect Bitrix24 and FreeAgent
Create a New Scenario to Connect Bitrix24 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 Bitrix24, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bitrix24 or FreeAgent will be your first step. To do this, click "Choose an app," find Bitrix24 or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Bitrix24 Node
Select the Bitrix24 node from the app selection panel on the right.
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Configure the Bitrix24
Click on the Bitrix24 node to configure it. You can modify the Bitrix24 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 Bitrix24 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 Bitrix24 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 Bitrix24 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 Bitrix24, 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 Bitrix24 and FreeAgent integration works as expected. Depending on your setup, data should flow between Bitrix24 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 Bitrix24 and FreeAgent
Bitrix24 + FreeAgent + Slack: When a deal reaches a closed stage in Bitrix24, an invoice is automatically created in FreeAgent. The sales team then receives a notification in a designated Slack channel.
FreeAgent + Bitrix24 + Google Sheets: When a new invoice is created in FreeAgent, its details are recorded as a new lead in Bitrix24. The invoice data is also summarized in a Google Sheet for reporting purposes.
Bitrix24 and FreeAgent integration alternatives
About Bitrix24
Automate Bitrix24 tasks in Latenode: update deals, manage contacts, and track tasks without manual work. Connect Bitrix24 CRM data to other apps, like email or spreadsheets, for streamlined workflows. Latenode’s visual editor and flexible code options make complex Bitrix24 automation simple and scalable, avoiding per-step fees.
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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 Bitrix24 and FreeAgent
How can I connect my Bitrix24 account to FreeAgent using Latenode?
To connect your Bitrix24 account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Bitrix24 and click on "Connect".
- Authenticate your Bitrix24 and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger invoice creation in FreeAgent from new Bitrix24 deals?
Yes, you can! Latenode's visual editor allows you to automate invoice creation when a new deal is created, saving you time and improving accounting accuracy with real-time updates.
What types of tasks can I perform by integrating Bitrix24 with FreeAgent?
Integrating Bitrix24 with FreeAgent allows you to perform various tasks, including:
- Automatically creating FreeAgent contacts from new Bitrix24 leads.
- Updating FreeAgent project details when a Bitrix24 task is completed.
- Generating invoices in FreeAgent based on won deals in Bitrix24.
- Syncing contact information between Bitrix24 and FreeAgent accounts.
- Sending payment reminders from FreeAgent based on Bitrix24 deal stages.
What Bitrix24 data can Latenode access?
Latenode can access leads, contacts, deals, tasks, and other CRM data within Bitrix24, enabling you to automate workflows and sync critical information.
Are there any limitations to the Bitrix24 and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration between the two platforms may require manual effort.
- Complex FreeAgent invoice customizations may need custom JavaScript code.
- Real-time data syncing depends on the API limits of both Bitrix24 and FreeAgent.
