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Automatically create FreeAgent invoices from Confluence project documentation. Latenode’s visual editor and affordable execution-based pricing simplifies billing workflows, while JavaScript support enables customized calculations for accurate invoices.
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Confluence
FreeAgent
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Create a New Scenario to Connect Confluence 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 Confluence, triggered by another scenario, or executed manually (for testing purposes). In most cases, Confluence or FreeAgent will be your first step. To do this, click "Choose an app," find Confluence or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Confluence Node
Select the Confluence node from the app selection panel on the right.
Confluence
Configure the Confluence
Click on the Confluence node to configure it. You can modify the Confluence 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 Confluence node, select FreeAgent from the list of available apps, and choose the action you need from the list of nodes within FreeAgent.
Confluence
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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 Confluence 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 Confluence and FreeAgent Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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FreeAgent
Trigger on Webhook
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Confluence
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Confluence, 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 Confluence and FreeAgent integration works as expected. Depending on your setup, data should flow between Confluence and FreeAgent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
FreeAgent + Confluence + Slack: When a new invoice is created in FreeAgent, a page is created in Confluence to track the invoice details. A message is then sent to a Slack channel notifying the team about the new invoice and linking to the Confluence page.
Confluence + FreeAgent + Jira: When a new page is created in Confluence, link it to a FreeAgent invoice using the invoice number mentioned in the page. If the invoice is overdue based on data in FreeAgent, create a Jira task to follow up on the payment.
About Confluence
Automate Confluence tasks in Latenode: create pages, update content, or trigger workflows when pages change. Connect Confluence to other apps (like Jira or Slack) for streamlined project updates and notifications. Use Latenode’s visual editor and JS node for custom logic and efficient information sharing across teams.
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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 Confluence account to FreeAgent using Latenode?
To connect your Confluence account to FreeAgent on Latenode, follow these steps:
Can I automatically update FreeAgent projects from Confluence pages?
Yes, you can! Latenode's visual editor simplifies this, allowing automatic updates to FreeAgent from Confluence, ensuring your financial tracking reflects real-time project progress.
What types of tasks can I perform by integrating Confluence with FreeAgent?
Integrating Confluence with FreeAgent allows you to perform various tasks, including:
Can I use JavaScript to extend my Confluence automations?
Yes! Latenode allows you to use JavaScript code blocks to customize and extend your Confluence workflows for advanced data manipulation.
Are there any limitations to the Confluence and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: