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How to connect FreeAgent and AI Agent
Create a New Scenario to Connect FreeAgent and AI Agent
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 AI Agent will be your first step. To do this, click "Choose an app," find FreeAgent or AI Agent, 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 AI Agent Node
Next, click the plus (+) icon on the FreeAgent node, select AI Agent from the list of available apps, and choose the action you need from the list of nodes within AI Agent.
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Authenticate AI Agent
Now, click the AI Agent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AI Agent settings. Authentication allows you to use AI Agent through Latenode.
Configure the FreeAgent and AI Agent 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 AI Agent 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, AI Agent, 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 AI Agent integration works as expected. Depending on your setup, data should flow between FreeAgent and AI Agent (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 AI Agent
FreeAgent + AI Agent + Slack: When a new invoice is created in FreeAgent, the AI Agent summarizes the invoice details. The summary is then posted to a designated Slack channel for review by the finance team.
FreeAgent + AI Agent + Google Sheets: When a new invoice is created in FreeAgent, the AI Agent analyzes expense data. Trends are identified and logged in Google Sheets for budgeting and financial planning purposes.
FreeAgent and AI Agent 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 AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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See how Latenode works
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FAQ FreeAgent and AI Agent
How can I connect my FreeAgent account to AI Agent using Latenode?
To connect your FreeAgent account to AI Agent 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 AI Agent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice follow-ups using AI?
Yes, you can! Latenode lets you use AI Agent to create personalized follow-up emails based on FreeAgent invoice data, boosting payment collection automatically.
What types of tasks can I perform by integrating FreeAgent with AI Agent?
Integrating FreeAgent with AI Agent allows you to perform various tasks, including:
- Automatically generating invoice summaries using AI.
- Creating personalized client reports from FreeAgent data.
- Predicting cash flow issues based on past financial data.
- Analyzing project profitability with AI-driven insights.
- Training AI to categorize expenses automatically.
What FreeAgent data is accessible via Latenode?
Latenode allows access to invoices, contacts, projects, expenses, and bank transactions within FreeAgent for seamless workflow creation.
Are there any limitations to the FreeAgent and AI Agent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex AI tasks require sufficient tokens, impacting cost.
- FreeAgent API rate limits may affect high-volume operations.
- Custom data fields might need specific handling in workflows.
