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How to connect FreeAgent and 7todos
Create a New Scenario to Connect FreeAgent and 7todos
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 7todos will be your first step. To do this, click "Choose an app," find FreeAgent or 7todos, 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 7todos Node
Next, click the plus (+) icon on the FreeAgent node, select 7todos from the list of available apps, and choose the action you need from the list of nodes within 7todos.
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Authenticate 7todos
Now, click the 7todos node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your 7todos settings. Authentication allows you to use 7todos through Latenode.
Configure the FreeAgent and 7todos 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 7todos 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 FreeAgent, 7todos, 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 7todos integration works as expected. Depending on your setup, data should flow between FreeAgent and 7todos (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 7todos
FreeAgent + 7todos + Slack: When a new invoice is created in FreeAgent, a corresponding task is created in 7todos. Then, a notification is sent to the finance team on Slack to inform them about the new task.
7todos + FreeAgent + Google Calendar: When a task is completed in 7todos, an entry is created in Google Calendar to track time spent. This time spent is then logged in FreeAgent as a task.
FreeAgent and 7todos 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 7todos
Automate task management with 7todos in Latenode. Create flows that automatically add, update, or close tasks based on triggers from other apps. Sync project updates, schedule reminders, and centralize task data. Latenode adds scale and control with visual flows, custom scripts, and direct API access to 7todos.
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See how Latenode works
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FAQ FreeAgent and 7todos
How can I connect my FreeAgent account to 7todos using Latenode?
To connect your FreeAgent account to 7todos 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 7todos accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create tasks in 7todos for new FreeAgent invoices?
Yes, you can! Latenode lets you automate task creation in 7todos whenever a new invoice is generated in FreeAgent. Get notified immediately, streamlining your accounting workflow.
What types of tasks can I perform by integrating FreeAgent with 7todos?
Integrating FreeAgent with 7todos allows you to perform various tasks, including:
- Create a new 7todos task when a new FreeAgent invoice is created.
- Update 7todos tasks when FreeAgent invoice status changes.
- Create FreeAgent contacts from new 7todos task assignees.
- Send daily summaries of FreeAgent data as 7todos tasks.
- Trigger FreeAgent invoice generation from completed 7todos tasks.
How secure is my FreeAgent data when using Latenode?
Latenode uses secure OAuth authentication and encrypts your data. You control the permissions granted to Latenode, ensuring your FreeAgent data remains safe.
Are there any limitations to the FreeAgent and 7todos integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex FreeAgent reports might require custom JavaScript nodes.
- Rate limits imposed by FreeAgent and 7todos APIs may affect high-volume workflows.
- Some advanced FreeAgent features may not have dedicated Latenode blocks.
