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How to connect Docparser and FreeAgent
Create a New Scenario to Connect Docparser 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 Docparser, triggered by another scenario, or executed manually (for testing purposes). In most cases, Docparser or FreeAgent will be your first step. To do this, click "Choose an app," find Docparser or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Docparser Node
Select the Docparser node from the app selection panel on the right.
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Configure the Docparser
Click on the Docparser node to configure it. You can modify the Docparser 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 Docparser 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 Docparser 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 Docparser 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 Docparser, 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 Docparser and FreeAgent integration works as expected. Depending on your setup, data should flow between Docparser 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 Docparser and FreeAgent
Docparser + FreeAgent + Google Sheets: When a document is parsed by Docparser, the extracted invoice data is used to create a contact and/or task in FreeAgent. Key details of the parsed document, like document name and parsed data, are then logged in a Google Sheets spreadsheet.
FreeAgent + Docparser + Slack: When a new invoice is received in FreeAgent, Docparser fetches the invoice document (presumably from a URL within FreeAgent) and extracts the company name. Slack then sends a notification to the accounts team with the extracted company name.
Docparser and FreeAgent integration alternatives
About Docparser
Extract data from PDFs, invoices, and forms automatically with Docparser in Latenode. Stop manual data entry. Build workflows that trigger actions based on parsed content. Use Latenode’s no-code tools to filter, transform, and route data to your database or apps, creating scalable document processing pipelines.
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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 Docparser and FreeAgent
How can I connect my Docparser account to FreeAgent using Latenode?
To connect your Docparser account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Docparser and click on "Connect".
- Authenticate your Docparser and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create FreeAgent invoices from parsed receipts?
Yes, you can! Latenode automates this with a visual workflow. Parse receipt data with Docparser, then automatically generate invoices in FreeAgent, saving time and reducing manual entry errors.
What types of tasks can I perform by integrating Docparser with FreeAgent?
Integrating Docparser with FreeAgent allows you to perform various tasks, including:
- Automatically creating new FreeAgent contacts from parsed customer documents.
- Updating FreeAgent invoices with data extracted from Docparser reports.
- Generating expense reports in FreeAgent based on parsed receipt information.
- Triggering FreeAgent payment reminders when Docparser identifies overdue invoices.
- Centralizing financial data by syncing parsed data with FreeAgent bookkeeping.
CanIuseJavaScripttocustomizetheDocparserdataextractionprocess?
Yes, you can use JavaScript within Latenode to preprocess or transform data extracted by Docparser before sending it to FreeAgent for advanced customization.
Are there any limitations to the Docparser and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document layouts in Docparser may require advanced configuration.
- FreeAgent's API rate limits may affect high-volume data processing.
- Custom field mapping might need manual adjustment initially.
