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How to connect FreeAgent and 123FormBuilder
Create a New Scenario to Connect FreeAgent and 123FormBuilder
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 FreeAgent, triggered by another scenario, or executed manually (for testing purposes). In most cases, FreeAgent or 123FormBuilder will be your first step. To do this, click "Choose an app," find FreeAgent or 123FormBuilder, and select the appropriate trigger to start the scenario.
Add the FreeAgent Node
Select the FreeAgent node from the app selection panel on the right.
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Configure the FreeAgent
Click on the FreeAgent node to configure it. You can modify the FreeAgent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the 123FormBuilder Node
Next, click the plus (+) icon on the FreeAgent node, select 123FormBuilder from the list of available apps, and choose the action you need from the list of nodes within 123FormBuilder.
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Authenticate 123FormBuilder
Now, click the 123FormBuilder node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your 123FormBuilder settings. Authentication allows you to use 123FormBuilder through Latenode.
Configure the FreeAgent and 123FormBuilder 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 FreeAgent and 123FormBuilder 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 FreeAgent, 123FormBuilder, 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 FreeAgent and 123FormBuilder integration works as expected. Depending on your setup, data should flow between FreeAgent and 123FormBuilder (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect FreeAgent and 123FormBuilder
123FormBuilder + FreeAgent + Slack: When a new submission is received in 123FormBuilder, a new contact is created in FreeAgent. Then, a notification is sent to a designated Slack channel to inform the accounting team about the new contact.
123FormBuilder + FreeAgent + Google Sheets: On submission of a new form in 123FormBuilder, the data is stored in a new row in Google Sheets and a new contact is created in FreeAgent.
FreeAgent and 123FormBuilder integration alternatives
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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About 123FormBuilder
Streamline data collection by connecting 123FormBuilder to Latenode. Automatically trigger workflows when forms are submitted. Route form data to CRMs, databases, or email marketing tools. Use Latenode to validate entries, calculate scores, and manage follow-ups — automating processes with a no-code, scalable workflow.
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See how Latenode works
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FAQ FreeAgent and 123FormBuilder
How can I connect my FreeAgent account to 123FormBuilder using Latenode?
To connect your FreeAgent account to 123FormBuilder on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select FreeAgent and click on "Connect".
- Authenticate your FreeAgent and 123FormBuilder accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation upon form submission?
Yes, you can! Latenode lets you trigger FreeAgent invoice creation directly from 123FormBuilder submissions. Automate accounting and save time with instant invoice generation.
What types of tasks can I perform by integrating FreeAgent with 123FormBuilder?
Integrating FreeAgent with 123FormBuilder allows you to perform various tasks, including:
- Automatically creating new FreeAgent contacts from 123FormBuilder submissions.
- Updating contact details in FreeAgent based on new form data.
- Generating custom financial reports based on form submission analytics.
- Triggering email notifications for specific form entries and financial events.
- Adding new expenses in FreeAgent based on submitted expense reports.
How secure is my FreeAgent data within Latenode workflows?
Latenode uses secure OAuth authentication. We employ encryption and follow security best practices, ensuring your FreeAgent data is protected.
Are there any limitations to the FreeAgent and 123FormBuilder integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex form logic in 123FormBuilder might require custom JavaScript for data parsing.
- Rate limits imposed by FreeAgent's API might affect high-volume workflows.
- Changes to the FreeAgent or 123FormBuilder APIs could require workflow adjustments.
