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How to connect Contacts+ and FreeAgent
Create a New Scenario to Connect Contacts+ 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 Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or FreeAgent will be your first step. To do this, click "Choose an app," find Contacts+ or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ 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 Contacts+ 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 Contacts+ 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 Contacts+ 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 Contacts+, 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 Contacts+ and FreeAgent integration works as expected. Depending on your setup, data should flow between Contacts+ 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 Contacts+ and FreeAgent
Contacts+ + FreeAgent + Slack: When a new contact is added in Contacts+, a corresponding client is created in FreeAgent. Afterwards, a notification is sent to a designated Slack channel to inform the sales team.
FreeAgent + Contacts+ + Gmail: When a new invoice is created in FreeAgent, a contact is created in Contacts+. Then, a confirmation email is sent to the client via Gmail.
Contacts+ and FreeAgent integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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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 Contacts+ and FreeAgent
How can I connect my Contacts+ account to FreeAgent using Latenode?
To connect your Contacts+ account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update FreeAgent with new Contacts+ contacts?
Yes, using Latenode you can! This ensures your accounting data is always in sync, saving you time. Use our visual editor and JavaScript blocks for custom logic.
What types of tasks can I perform by integrating Contacts+ with FreeAgent?
Integrating Contacts+ with FreeAgent allows you to perform various tasks, including:
- Create new FreeAgent clients from new Contacts+ contacts.
- Update client details in FreeAgent when Contacts+ details change.
- Log expenses in FreeAgent based on contact interactions.
- Generate invoices in FreeAgent from tracked contact hours.
- Send FreeAgent payment reminders based on contact milestones.
What Contacts+ contact data is available in Latenode?
Latenode provides access to contact names, emails, phone numbers, addresses, and custom fields within Contacts+ for workflow automation.
Are there any limitations to the Contacts+ and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom field mappings may require JavaScript coding.
- Large data synchronization may experience delays based on API limits.
- FreeAgent plan limits may affect the number of accessible features.
