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Automatically create FreeAgent invoices from Formsite submissions. Latenode's visual editor makes complex workflows simple, and with affordable pricing, you can scale your billing processes without breaking the bank. Customize the data flow with JavaScript for unique needs.
Connect Formsite and FreeAgent in minutes with Latenode.
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Create a New Scenario to Connect Formsite and FreeAgent
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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.
Formsite
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.
Formsite
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FreeAgent
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:
JavaScript
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AI Anthropic Claude 3
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FreeAgent
Trigger on Webhook
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Formsite
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Formsite, FreeAgent, and any additional nodes, donβt 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 βRun onceβ 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.
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.
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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How can I connect my Formsite account to FreeAgent using Latenode?
To connect your Formsite account to FreeAgent on Latenode, follow these steps:
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:
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: