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How to connect Code and FreeAgent
Create a New Scenario to Connect Code 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 Code, triggered by another scenario, or executed manually (for testing purposes). In most cases, Code or FreeAgent will be your first step. To do this, click "Choose an app," find Code or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Code Node
Select the Code node from the app selection panel on the right.
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Add the FreeAgent Node
Next, click the plus (+) icon on the Code 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 Code 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 Code 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 Code, 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 Code and FreeAgent integration works as expected. Depending on your setup, data should flow between Code 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 Code and FreeAgent
Code + FreeAgent + Slack: When code deployment is complete (using a JavaScript code block to detect completion), check FreeAgent for any unpaid invoices. If there are unpaid invoices, post a message to a dedicated Slack channel with a link to the FreeAgent invoice.
FreeAgent + Jira: When a new invoice is created in FreeAgent, create a corresponding task in Jira. Then, when the FreeAgent invoice is paid, update the corresponding Jira task's status to 'completed' using its ID to transition the issue.
Code and FreeAgent integration alternatives
About Code
Need custom logic within your Latenode workflows? Code lets you add JavaScript snippets and NPM modules directly into your automation flows. Transform data, handle complex calculations, and connect to unsupported APIs. Latenode makes it easy to manage code alongside no-code steps, ensuring scalability and maintainability.
Related categories
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 Code and FreeAgent
How can I connect my Code account to FreeAgent using Latenode?
To connect your Code account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Code and click on "Connect".
- Authenticate your Code and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation in FreeAgent from Code events?
Yes, you can! Latenode lets you trigger FreeAgent invoice creation directly from Code events, automating accounting workflows and saving time.
What types of tasks can I perform by integrating Code with FreeAgent?
Integrating Code with FreeAgent allows you to perform various tasks, including:
- Automatically creating FreeAgent contacts from new Code customer data.
- Generating invoices in FreeAgent upon successful Code project completion.
- Updating FreeAgent records when Code billing information is modified.
- Tracking Code project hours and logging them as billable time in FreeAgent.
- Sending payment reminders via Code based on FreeAgent invoice due dates.
How do I handle errors when connecting Code to FreeAgent in Latenode?
Latenode provides built-in error handling. Use try/catch blocks to manage errors and ensure your workflows run smoothly. You can also configure alerts.
Are there any limitations to the Code and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization may be subject to API rate limits.
- Custom fields in Code might require JavaScript functions for data mapping.
- Complex FreeAgent workflows may necessitate advanced Latenode plan features.
