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How to connect Fillout and FreeAgent
Create a New Scenario to Connect Fillout 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 Fillout, triggered by another scenario, or executed manually (for testing purposes). In most cases, Fillout or FreeAgent will be your first step. To do this, click "Choose an app," find Fillout or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Fillout Node
Select the Fillout node from the app selection panel on the right.
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Add the FreeAgent Node
Next, click the plus (+) icon on the Fillout 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 Fillout 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 Fillout 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 Fillout, 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 Fillout and FreeAgent integration works as expected. Depending on your setup, data should flow between Fillout 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 Fillout and FreeAgent
Fillout + FreeAgent + Slack: When a new form is submitted in Fillout, a new contact is created in FreeAgent. Then, a notification is sent to a Slack channel to alert the team about the new contact.
FreeAgent + Fillout + Google Sheets: When a new invoice is created in FreeAgent, the details are added to a Google Sheet. The Fillout form is then updated with the invoice status from Google Sheets.
Fillout and FreeAgent integration alternatives
About Fillout
Use Fillout forms in Latenode to collect data and instantly trigger workflows. Instead of manual exports, automate follow-ups, database updates, or personalized emails based on form responses. Latenode lets you parse, transform, and route Fillout data to any app with full control and no per-step pricing.
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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 Fillout and FreeAgent
How can I connect my Fillout account to FreeAgent using Latenode?
To connect your Fillout account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Fillout and click on "Connect".
- Authenticate your Fillout and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create FreeAgent invoices from Fillout submissions?
Yes, you can! Latenode lets you automatically create invoices, streamlining your billing. Use advanced logic or JavaScript blocks for custom invoice calculations.
What types of tasks can I perform by integrating Fillout with FreeAgent?
Integrating Fillout with FreeAgent allows you to perform various tasks, including:
- Create a new FreeAgent contact from a Fillout form submission.
- Generate FreeAgent invoices automatically based on form data.
- Update contact information in FreeAgent when a Fillout form is submitted.
- Trigger custom notifications based on new form submissions.
- Log form submission details as notes in FreeAgent contacts.
How secure is Fillout data when processed by Latenode workflows?
Latenode employs encryption and secure data handling, safeguarding Fillout data during every workflow execution. Access control provides extra security.
Are there any limitations to the Fillout and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex calculations may require JavaScript or AI blocks.
- FreeAgent API limits may affect high-volume workflows.
- Some advanced Fillout form logic might need custom configuration.
