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

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

Brilliant Directories
Configure the Brilliant Directories
Click on the Brilliant Directories node to configure it. You can modify the Brilliant Directories 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 Brilliant Directories 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 Brilliant Directories 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 Brilliant Directories 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.

JavaScript
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AI Anthropic Claude 3
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FreeAgent
Trigger on Webhook
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Brilliant Directories
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Iterator
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Webhook response

Save and Activate the Scenario
After configuring Brilliant Directories, 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 Brilliant Directories and FreeAgent integration works as expected. Depending on your setup, data should flow between Brilliant Directories 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 Brilliant Directories and FreeAgent
Brilliant Directories + FreeAgent + Slack: When a new user signs up on Brilliant Directories, a contact is created in FreeAgent. Subsequently, a welcome message is sent to a Slack channel.
FreeAgent + Brilliant Directories + Google Sheets: When a new invoice is created in FreeAgent, the status of a corresponding member in Brilliant Directories is updated, and the invoice details are logged in a Google Sheet.
Brilliant Directories and FreeAgent integration alternatives
About Brilliant Directories
Orchestrate Brilliant Directories data within Latenode to automate member management and content workflows. Sync directory listings with CRMs, trigger email sequences based on membership changes, or automate content moderation. Extend directory features with Latenode's AI tools and custom JavaScript actions.
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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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FAQ Brilliant Directories and FreeAgent
How can I connect my Brilliant Directories account to FreeAgent using Latenode?
To connect your Brilliant Directories account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Brilliant Directories and click on "Connect".
- Authenticate your Brilliant Directories and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoicing for new Brilliant Directories members using FreeAgent?
Yes, you can! Latenode's visual editor makes it easy to trigger FreeAgent invoice creation when new members join Brilliant Directories, saving you time and ensuring accurate billing.
What types of tasks can I perform by integrating Brilliant Directories with FreeAgent?
Integrating Brilliant Directories with FreeAgent allows you to perform various tasks, including:
- Automatically creating FreeAgent contacts for new Brilliant Directories members.
- Generating invoices in FreeAgent when a member upgrades their Brilliant Directories plan.
- Updating member details in FreeAgent when changes are made in Brilliant Directories.
- Tracking revenue from Brilliant Directories memberships within FreeAgent reports.
- Sending automated payment reminders through FreeAgent for overdue Brilliant Directories invoices.
HowdoIhandlecurrencydifferencesbetweenBrilliantDirectoriesandFreeAgent?
Latenode's built-in JavaScript blocks and AI tools allow you to convert currencies dynamically within your automation workflows ensuring financial accuracy.
Are there any limitations to the Brilliant Directories and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Brilliant Directories might require JavaScript for full integration.
- FreeAgent API rate limits may affect the speed of high-volume data synchronization.
- Real-time data synchronization depends on the API availability of both platforms.