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How to connect FreeAgent and Acuity Scheduling
Create a New Scenario to Connect FreeAgent and Acuity Scheduling
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 Acuity Scheduling will be your first step. To do this, click "Choose an app," find FreeAgent or Acuity Scheduling, 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 Acuity Scheduling Node
Next, click the plus (+) icon on the FreeAgent node, select Acuity Scheduling from the list of available apps, and choose the action you need from the list of nodes within Acuity Scheduling.
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Authenticate Acuity Scheduling
Now, click the Acuity Scheduling node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Acuity Scheduling settings. Authentication allows you to use Acuity Scheduling through Latenode.
Configure the FreeAgent and Acuity Scheduling 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 Acuity Scheduling 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, Acuity Scheduling, 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 Acuity Scheduling integration works as expected. Depending on your setup, data should flow between FreeAgent and Acuity Scheduling (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 Acuity Scheduling
FreeAgent + Acuity Scheduling + Google Calendar: When a new invoice is created in FreeAgent, this automation checks for appointments in Acuity Scheduling associated with the client. If found, a corresponding event is created in Google Calendar, helping to schedule meetings after the invoice is issued.
Acuity Scheduling + Zoom + FreeAgent: Whenever a new appointment is scheduled in Acuity Scheduling, a Zoom meeting is automatically created. Simultaneously, an invoice reminder task is created in FreeAgent to ensure timely payment after the appointment.
FreeAgent and Acuity Scheduling 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 Acuity Scheduling
Automate appointment scheduling with Acuity inside Latenode. Sync appointments to calendars, send reminders, and update CRMs automatically. Ditch manual data entry and build custom workflows using Latenode’s visual editor and API-first design. Scale your scheduling processes without code or per-step pricing limits.
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See how Latenode works
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FAQ FreeAgent and Acuity Scheduling
How can I connect my FreeAgent account to Acuity Scheduling using Latenode?
To connect your FreeAgent account to Acuity Scheduling 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 Acuity Scheduling accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create FreeAgent invoices for new Acuity Scheduling appointments?
Yes! Latenode lets you automate invoice creation, saving time. Trigger workflows when appointments are booked, instantly generating invoices within FreeAgent. Say goodbye to manual data entry!
What types of tasks can I perform by integrating FreeAgent with Acuity Scheduling?
Integrating FreeAgent with Acuity Scheduling allows you to perform various tasks, including:
- Automatically create FreeAgent contacts from new Acuity Scheduling appointments.
- Update FreeAgent project tasks when Acuity Scheduling appointments are completed.
- Send payment reminders through Acuity Scheduling based on FreeAgent invoice statuses.
- Generate monthly revenue reports in FreeAgent based on Acuity Scheduling data.
- Trigger personalized thank-you emails via Acuity Scheduling after invoice payment in FreeAgent.
What FreeAgent data can Latenode access and use?
Latenode can access FreeAgent contacts, invoices, projects, and expense data, enabling tailored automation. Use JavaScript nodes to transform complex data.
Are there any limitations to the FreeAgent and Acuity Scheduling integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Real-time synchronization depends on the API rate limits of both FreeAgent and Acuity Scheduling.
- The integration does not support every single data field available in FreeAgent or Acuity Scheduling.
