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How to connect Formsite and FreeAgent
Create a New Scenario to Connect Formsite 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 Formsite, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formsite or FreeAgent will be your first step. To do this, click "Choose an app," find Formsite or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Formsite Node
Select the Formsite node from the app selection panel on the right.
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Configure the Formsite
Click on the Formsite node to configure it. You can modify the Formsite 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 Formsite 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 Formsite 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 Formsite 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 Formsite, 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 Formsite and FreeAgent integration works as expected. Depending on your setup, data should flow between Formsite 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 Formsite and FreeAgent
Formsite + FreeAgent + Slack: When a new form is submitted in Formsite, a new client is created in FreeAgent. Subsequently, a notification is sent to a Slack channel to inform the team about the new client.
FreeAgent + Formsite + Google Sheets: When an invoice is paid in FreeAgent, the details are fetched from a specific Formsite form and logged as a new row in a Google Sheet for record-keeping and analysis.
Formsite and FreeAgent integration alternatives
About Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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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 Formsite and FreeAgent
How can I connect my Formsite account to FreeAgent using Latenode?
To connect your Formsite account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formsite and click on "Connect".
- Authenticate your Formsite and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create invoices from new form submissions?
Yes, you can! Latenode lets you instantly trigger FreeAgent invoice creation from Formsite submissions. Streamline your billing and accounting with no code, saving valuable time.
What types of tasks can I perform by integrating Formsite with FreeAgent?
Integrating Formsite with FreeAgent allows you to perform various tasks, including:
- Create new FreeAgent contacts from Formsite submissions.
- Automatically update contact details in FreeAgent from Formsite data.
- Generate sales reports in FreeAgent based on Formsite orders.
- Trigger email notifications via Latenode on new invoice creation.
- Log form submission details to FreeAgent project notes.
How do I handle conditional logic using Formsite data?
Latenode's visual editor allows you to easily add conditional logic to your flows, processing Formsite data precisely using no-code and JavaScript blocks.
Are there any limitations to the Formsite and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Formsite form structures may require custom mapping.
- FreeAgent API rate limits may impact very high-volume workflows.
- Real-time data sync depends on Formsite's webhook reliability.
