How to connect Delighted and FreeAgent
Create a New Scenario to Connect Delighted 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 Delighted, triggered by another scenario, or executed manually (for testing purposes). In most cases, Delighted or FreeAgent will be your first step. To do this, click "Choose an app," find Delighted or FreeAgent, and select the appropriate trigger to start the scenario.

Add the Delighted Node
Select the Delighted node from the app selection panel on the right.

Delighted
Configure the Delighted
Click on the Delighted node to configure it. You can modify the Delighted 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 Delighted 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 Delighted 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 Delighted 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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AI Anthropic Claude 3
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FreeAgent
Trigger on Webhook
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Webhook response

Save and Activate the Scenario
After configuring Delighted, 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 Delighted and FreeAgent integration works as expected. Depending on your setup, data should flow between Delighted 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 Delighted and FreeAgent
Delighted + Slack + FreeAgent: When a new negative response is received in Delighted, a notification is sent to a designated Slack channel to alert the finance team. The notification includes details from the survey to facilitate immediate review and action. A task will be created in FreeAgent to review the client feedback.
FreeAgent + Delighted + Zendesk: When a new invoice is created in FreeAgent, a satisfaction survey is sent to the client via Delighted. If a negative response is received, a ticket is automatically created in Zendesk for the support team to address the client's concerns.
Delighted and FreeAgent integration alternatives
About Delighted
Automate feedback loops with Delighted in Latenode. Send surveys post-interaction and instantly act on results. Route scores to your team's Slack, update records in your CRM, or trigger follow-ups based on sentiment. Build adaptable workflows with no-code tools, custom logic, and AI — all without per-step costs.
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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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FAQ Delighted and FreeAgent
How can I connect my Delighted account to FreeAgent using Latenode?
To connect your Delighted account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Delighted and click on "Connect".
- Authenticate your Delighted and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger accounting entries based on customer satisfaction?
Yes, you can! Latenode lets you automate FreeAgent entries based on Delighted survey scores. This creates a real-time link between customer feedback and your financial tracking.
What types of tasks can I perform by integrating Delighted with FreeAgent?
Integrating Delighted with FreeAgent allows you to perform various tasks, including:
- Create new FreeAgent contacts from positive Delighted survey responses.
- Update FreeAgent invoice statuses based on customer satisfaction scores.
- Trigger personalized thank-you notes for promoters via FreeAgent.
- Analyze survey data to forecast revenue adjustments in FreeAgent.
- Automatically flag accounts needing attention based on NPS results.
How secure is my Delighted data when using Latenode?
Latenode employs enterprise-grade security measures, including encryption, secure authentication, and regular audits to ensure your Delighted data is safe.
Are there any limitations to the Delighted and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical Delighted data prior to integration may not be immediately accessible.
- Complex FreeAgent customizations may require custom JavaScript code.
- High-volume data processing could be subject to rate limits on certain plans.