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How to connect ConvertKit and FreeAgent
Create a New Scenario to Connect ConvertKit 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 ConvertKit, triggered by another scenario, or executed manually (for testing purposes). In most cases, ConvertKit or FreeAgent will be your first step. To do this, click "Choose an app," find ConvertKit or FreeAgent, and select the appropriate trigger to start the scenario.
Add the ConvertKit Node
Select the ConvertKit node from the app selection panel on the right.
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Configure the ConvertKit
Click on the ConvertKit node to configure it. You can modify the ConvertKit 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 ConvertKit 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 ConvertKit 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 ConvertKit 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 ConvertKit, 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 ConvertKit and FreeAgent integration works as expected. Depending on your setup, data should flow between ConvertKit 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 ConvertKit and FreeAgent
ConvertKit + Slack + FreeAgent: When a new subscriber joins a ConvertKit form, send a welcome message in Slack. Then, create a contact in FreeAgent with the subscriber's information.
FreeAgent + ConvertKit + Google Sheets: When a new invoice is created in FreeAgent, add the customer's email to a ConvertKit form. Then, add the invoice details to a Google Sheet row.
ConvertKit and FreeAgent integration alternatives
About ConvertKit
Automate email marketing with ConvertKit in Latenode. Sync new subscribers, trigger campaigns based on events, and segment lists dynamically. Connect ConvertKit to any app via Latenode's visual editor. Enrich data and personalize flows with JavaScript, ensuring relevant messaging and optimized deliverability, without complex coding.
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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 ConvertKit and FreeAgent
How can I connect my ConvertKit account to FreeAgent using Latenode?
To connect your ConvertKit account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ConvertKit and click on "Connect".
- Authenticate your ConvertKit and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically invoice new ConvertKit subscribers?
Yes, you can! Latenode allows you to trigger FreeAgent invoices when new subscribers join ConvertKit. This automates your billing, saving time and ensuring prompt payment.
What types of tasks can I perform by integrating ConvertKit with FreeAgent?
Integrating ConvertKit with FreeAgent allows you to perform various tasks, including:
- Create FreeAgent invoices for new ConvertKit subscribers.
- Update subscriber information in ConvertKit based on invoice status.
- Send personalized thank you emails via ConvertKit upon invoice payment.
- Automatically track marketing campaign ROI within FreeAgent.
- Generate monthly financial reports based on ConvertKit campaign performance.
HowsecureistheConvertKitintegrationonLatenode?
Latenode uses industry-standard encryption and secure authentication protocols to protect your data and ensure the ConvertKit integration is safe.
Are there any limitations to the ConvertKit and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex FreeAgent invoice customizations might require custom JavaScript code.
- Real-time data synchronization depends on the API rate limits of both apps.
- Historical data migration between the apps is not supported directly.
