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Automatically create invoices in FreeAgent from won deals in Cloze using Latenode's visual editor. Scale invoice generation with custom JavaScript and pay only for execution time. Connect Cloze and FreeAgent with ease.
Connect Cloze and FreeAgent in minutes with Latenode.
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Create a New Scenario to Connect Cloze and FreeAgent
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or FreeAgent will be your first step. To do this, click "Choose an app," find Cloze or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
Cloze
Add the FreeAgent Node
Next, click the plus (+) icon on the Cloze node, select FreeAgent from the list of available apps, and choose the action you need from the list of nodes within FreeAgent.
Cloze
β
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 Cloze 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 Cloze and FreeAgent Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
FreeAgent
Trigger on Webhook
β
Cloze
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Cloze, FreeAgent, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Cloze and FreeAgent integration works as expected. Depending on your setup, data should flow between Cloze and FreeAgent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Cloze + FreeAgent + Slack: When a deal is updated in Cloze, a task is created in FreeAgent to prepare for onboarding. A message is sent to a Slack channel to notify the team about the new deal.
FreeAgent + Cloze + Google Sheets: When a new invoice is created in FreeAgent, the corresponding deal information is retrieved from Cloze, and a new row is added to a Google Sheet to track revenue forecasts.
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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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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How can I connect my Cloze account to FreeAgent using Latenode?
To connect your Cloze account to FreeAgent on Latenode, follow these steps:
Can I automate invoice creation after closing deals?
Yes, you can! Latenode allows you to trigger FreeAgent invoice creation automatically upon deal closure in Cloze, streamlining your sales and accounting workflows with no code.
What types of tasks can I perform by integrating Cloze with FreeAgent?
Integrating Cloze with FreeAgent allows you to perform various tasks, including:
How does Latenode handle complex Cloze data transformations?
Latenode excels at complex data transformations via JavaScript steps, ensuring accurate data mapping between Cloze and FreeAgent fields.
Are there any limitations to the Cloze and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: