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How to connect Docusign and FreeAgent
Create a New Scenario to Connect Docusign 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 Docusign, triggered by another scenario, or executed manually (for testing purposes). In most cases, Docusign or FreeAgent will be your first step. To do this, click "Choose an app," find Docusign or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Docusign Node
Select the Docusign node from the app selection panel on the right.
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Configure the Docusign
Click on the Docusign node to configure it. You can modify the Docusign 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 Docusign 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 Docusign 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 Docusign 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Docusign, 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 Docusign and FreeAgent integration works as expected. Depending on your setup, data should flow between Docusign 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 Docusign and FreeAgent
Docusign + Slack + FreeAgent: When a document is signed in Docusign, a notification is sent to a designated Slack channel. This alerts the finance team to update the financial records in FreeAgent.
FreeAgent + Docusign + Pipedrive: When a new contact is added in FreeAgent, a contract is automatically generated and sent using a Docusign template. A new deal is then created in Pipedrive to track the client engagement.
Docusign and FreeAgent integration alternatives
About Docusign
Integrate DocuSign with Latenode to automate contract workflows. Automatically send, track, and store signed documents. Trigger actions based on signature status, update databases, and alert teams. Latenode adds flexible logic and integrations beyond standard DocuSign options, with pay-per-execution pricing and visual flow design.
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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 Docusign and FreeAgent
How can I connect my Docusign account to FreeAgent using Latenode?
To connect your Docusign account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Docusign and click on "Connect".
- Authenticate your Docusign and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update FreeAgent with signed contract data?
Yes, you can! Latenode allows you to parse Docusign data using AI and automatically update fields in FreeAgent, streamlining your accounting processes and saving valuable time.
What types of tasks can I perform by integrating Docusign with FreeAgent?
Integrating Docusign with FreeAgent allows you to perform various tasks, including:
- Automatically create FreeAgent invoices upon Docusign contract completion.
- Update client details in FreeAgent when a Docusign agreement is signed.
- Trigger FreeAgent project creation after a Docusign proposal is accepted.
- Send payment reminders from FreeAgent based on Docusign agreement dates.
- Log Docusign agreement details in FreeAgent for accounting purposes.
Can I use JavaScript code to customize my Docusign + FreeAgent workflows?
Yes! Latenode's JavaScript support gives you full control to manipulate data and create highly customized Docusign and FreeAgent automation flows.
Are there any limitations to the Docusign and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Docusign templates might require advanced configuration.
- Real-time updates depend on the Docusign and FreeAgent API availability.
- FreeAgent API rate limits may impact very high-volume workflows.
