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How to connect CloudTalk and FreeAgent
Create a New Scenario to Connect CloudTalk 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 CloudTalk, triggered by another scenario, or executed manually (for testing purposes). In most cases, CloudTalk or FreeAgent will be your first step. To do this, click "Choose an app," find CloudTalk or FreeAgent, and select the appropriate trigger to start the scenario.
Add the CloudTalk Node
Select the CloudTalk node from the app selection panel on the right.
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Configure the CloudTalk
Click on the CloudTalk node to configure it. You can modify the CloudTalk 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 CloudTalk 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 CloudTalk 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 CloudTalk 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 CloudTalk, 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 CloudTalk and FreeAgent integration works as expected. Depending on your setup, data should flow between CloudTalk 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 CloudTalk and FreeAgent
CloudTalk + Slack + FreeAgent: When a new call is missed in CloudTalk, a Slack message is sent to a designated channel to alert the team. This prompts the team to create a follow-up task in FreeAgent to address the missed opportunity.
FreeAgent + CloudTalk + Google Sheets: When a new invoice is created in FreeAgent, a callback activity is created in CloudTalk to follow up with the client. The invoice details are then added to a Google Sheet for tracking and reporting.
CloudTalk and FreeAgent integration alternatives
About CloudTalk
Automate CloudTalk call and SMS data within Latenode. Trigger workflows on new calls, messages, or agent status changes. Update CRMs, send alerts, or generate reports automatically. Use Latenode's visual editor and data transformation tools to customize call center automations without complex coding, and scale your workflows efficiently.
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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 CloudTalk and FreeAgent
How can I connect my CloudTalk account to FreeAgent using Latenode?
To connect your CloudTalk account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select CloudTalk and click on "Connect".
- Authenticate your CloudTalk and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create FreeAgent invoices from CloudTalk calls?
Yes, you can! Latenode's advanced logic lets you trigger FreeAgent invoice creation based on CloudTalk call data, streamlining your billing processes and saving valuable time.
What types of tasks can I perform by integrating CloudTalk with FreeAgent?
Integrating CloudTalk with FreeAgent allows you to perform various tasks, including:
- Create FreeAgent contacts from new CloudTalk callers.
- Log CloudTalk call durations as billable time in FreeAgent.
- Update FreeAgent contact details based on CloudTalk activity.
- Send summary reports of call activity to FreeAgent for analysis.
- Trigger follow-up tasks in FreeAgent after specific CloudTalk calls.
How do I handle errors when integrating CloudTalk?
Latenode provides robust error handling. Use conditional logic and error-catching blocks to manage failed CloudTalk requests and prevent data loss.
Are there any limitations to the CloudTalk and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical CloudTalk data migration to FreeAgent may require custom scripting.
- Complex FreeAgent tax calculations might need advanced formula configuration.
- Real-time FreeAgent updates based on active CloudTalk calls have latency.
