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How to connect Calendly and FreeAgent
Create a New Scenario to Connect Calendly 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 Calendly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Calendly or FreeAgent will be your first step. To do this, click "Choose an app," find Calendly or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Calendly Node
Select the Calendly node from the app selection panel on the right.
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Configure the Calendly
Click on the Calendly node to configure it. You can modify the Calendly 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 Calendly 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 Calendly 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 Calendly 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 Calendly, 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 Calendly and FreeAgent integration works as expected. Depending on your setup, data should flow between Calendly 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 Calendly and FreeAgent
Calendly + FreeAgent + Slack: When a new meeting is booked in Calendly, a corresponding task is created in FreeAgent to prepare for the meeting. A notification is then sent to a Slack channel to inform the team about the new booking and task.
FreeAgent + Calendly + Google Sheets: When an invoice is marked as paid in FreeAgent, the details are added to a Google Sheet for tracking. A follow-up event is then scheduled in Calendly with the client.
Calendly and FreeAgent integration alternatives
About Calendly
Automate meeting scheduling with Calendly in Latenode. Trigger workflows based on new bookings or cancellations. Automatically update CRMs, send personalized follow-ups, or manage team calendars, freeing up valuable time. Latenode adds flexible logic and integrations Calendly lacks, all visually and affordably.
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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 Calendly and FreeAgent
How can I connect my Calendly account to FreeAgent using Latenode?
To connect your Calendly account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Calendly and click on "Connect".
- Authenticate your Calendly and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create FreeAgent invoices from Calendly bookings?
Yes, you can! Latenode lets you automate invoice creation in FreeAgent based on new Calendly appointments. This saves time and ensures accurate billing using a visual, scalable platform.
What types of tasks can I perform by integrating Calendly with FreeAgent?
Integrating Calendly with FreeAgent allows you to perform various tasks, including:
- Create new FreeAgent clients from Calendly invitee information.
- Automatically generate invoices upon Calendly event completion.
- Update client details in FreeAgent based on Calendly form responses.
- Send payment reminders via FreeAgent after a Calendly appointment.
- Log time entries in FreeAgent based on Calendly event durations.
How does Latenode handle complex Calendly booking logic?
Latenode allows advanced conditional logic via JavaScript and AI, so you can handle complex booking scenarios beyond simple triggers.
Are there any limitations to the Calendly and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Custom field mappings may require JavaScript for advanced transformations.
- Historical data synchronization requires manual backfilling.
- FreeAgent plan limits may restrict the number of automated actions.
