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How to connect Canny and FreeAgent
Create a New Scenario to Connect Canny 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 Canny, triggered by another scenario, or executed manually (for testing purposes). In most cases, Canny or FreeAgent will be your first step. To do this, click "Choose an app," find Canny or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Canny Node
Select the Canny node from the app selection panel on the right.
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Add the FreeAgent Node
Next, click the plus (+) icon on the Canny 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 Canny 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 Canny 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 Canny, 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 Canny and FreeAgent integration works as expected. Depending on your setup, data should flow between Canny 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 Canny and FreeAgent
Canny + Slack: When a feature request's status changes to 'approved' in Canny, a notification is sent to a specified Slack channel to inform the finance team.
FreeAgent + Canny + Jira: When a new project is created in FreeAgent, automatically create a corresponding post in Canny to gather feedback, and generate Jira tasks for the development team.
Canny and FreeAgent integration alternatives
About Canny
Integrate Canny with Latenode to automate feedback management. Capture user suggestions and bug reports directly, then route them to the right teams. Use AI to categorize input, update task trackers, and notify users of progress, automating the feedback loop and improving responsiveness.
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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 Canny and FreeAgent
How can I connect my Canny account to FreeAgent using Latenode?
To connect your Canny account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Canny and click on "Connect".
- Authenticate your Canny and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create FreeAgent tasks from new Canny feature requests?
Yes, you can! Latenode's visual editor makes this easy. Automatically create tasks in FreeAgent for popular Canny requests, ensuring your team addresses user feedback promptly.
What types of tasks can I perform by integrating Canny with FreeAgent?
Integrating Canny with FreeAgent allows you to perform various tasks, including:
- Create new FreeAgent projects when a Canny post reaches a vote threshold.
- Update FreeAgent tasks when a Canny post status changes to "planned".
- Generate FreeAgent invoices for custom development work based on Canny requests.
- Send Canny feedback summaries to FreeAgent as a project update report.
- Archive FreeAgent projects when corresponding Canny feature requests are completed.
Can I use JavaScript functions to transform data between Canny and FreeAgent?
Yes! Latenode lets you use JavaScript to handle complex data transformations, ensuring perfect compatibility between Canny and FreeAgent fields.
Are there any limitations to the Canny and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Canny and FreeAgent APIs may affect high-volume workflows.
- Custom field mappings might require JavaScript knowledge for advanced transformations.
- Initial setup requires administrator privileges for both Canny and FreeAgent accounts.
