Follow Up Boss and FreeAgent Integration

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Automatically create FreeAgent invoices from Follow Up Boss deals with Latenode. Customize the invoice details using JavaScript, and scale your sales processes affordably by paying only for execution time.

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Follow Up Boss

FreeAgent

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Follow Up Boss and FreeAgent

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

Add the Follow Up Boss Node

Select the Follow Up Boss node from the app selection panel on the right.

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Configure the Follow Up Boss

Click on the Follow Up Boss node to configure it. You can modify the Follow Up Boss URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the FreeAgent Node

Next, click the plus (+) icon on the Follow Up Boss 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.

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Configure the Follow Up Boss 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.

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Run node once

Set Up the Follow Up Boss 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 Follow Up Boss, 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 Follow Up Boss and FreeAgent integration works as expected. Depending on your setup, data should flow between Follow Up Boss 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 Follow Up Boss and FreeAgent

Follow Up Boss + FreeAgent + Slack: When a deal reaches a closed stage in Follow Up Boss, an invoice is automatically created in FreeAgent, and a notification is sent to the sales team in Slack.

FreeAgent + Follow Up Boss + Google Sheets: When a new invoice is created in FreeAgent, the invoice details are added to a Google Sheet. Simultaneously, customer details in Follow Up Boss are updated or created based on the new invoice information.

Follow Up Boss and FreeAgent integration alternatives

About Follow Up Boss

Sync Follow Up Boss with Latenode to automate lead management. Trigger custom actions based on lead stages or properties. Update FUB contacts from other apps, create tasks, or send automated follow-ups. Latenode adds flexible logic, data transformations, and multi-app workflows for smarter real estate automation.

Related categories

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 Follow Up Boss and FreeAgent

How can I connect my Follow Up Boss account to FreeAgent using Latenode?

To connect your Follow Up Boss account to FreeAgent on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Follow Up Boss and click on "Connect".
  • Authenticate your Follow Up Boss and FreeAgent accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create invoices for new deals?

Yes, you can! Latenode lets you trigger FreeAgent invoice creation when a deal closes in Follow Up Boss, saving you time. Use no-code or JavaScript for custom calculations.

What types of tasks can I perform by integrating Follow Up Boss with FreeAgent?

Integrating Follow Up Boss with FreeAgent allows you to perform various tasks, including:

  • Create new FreeAgent clients from Follow Up Boss contacts.
  • Update FreeAgent client details when contacts are updated in Follow Up Boss.
  • Generate FreeAgent invoices when deals reach specific stages in Follow Up Boss.
  • Track deal values from Follow Up Boss in FreeAgent for financial reporting.
  • Send payment reminders from FreeAgent based on Follow Up Boss deal progress.

What Follow Up Boss data can I access within Latenode workflows?

You can access contact details, deal stages, custom fields, and communication history from Follow Up Boss to use in Latenode automations.

Are there any limitations to the Follow Up Boss and FreeAgent integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Initial setup requires administrator privileges for both Follow Up Boss and FreeAgent.
  • Complex data transformations may require JavaScript knowledge within Latenode.
  • Real-time synchronization depends on the API rate limits of both platforms.

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