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How to connect FreeAgent and Apollo
Create a New Scenario to Connect FreeAgent and Apollo
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 Apollo will be your first step. To do this, click "Choose an app," find FreeAgent or Apollo, 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 Apollo Node
Next, click the plus (+) icon on the FreeAgent node, select Apollo from the list of available apps, and choose the action you need from the list of nodes within Apollo.
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Authenticate Apollo
Now, click the Apollo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Apollo settings. Authentication allows you to use Apollo through Latenode.
Configure the FreeAgent and Apollo 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 Apollo 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, Apollo, 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 Apollo integration works as expected. Depending on your setup, data should flow between FreeAgent and Apollo (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 Apollo
Apollo + Slack + FreeAgent: When a new client (Account) is created in Apollo, a notification is sent to a dedicated Slack channel to alert the team. Optionally, a new contact can be created in FreeAgent to track the new client.
Apollo + FreeAgent + Google Sheets: Track new invoices and new contacts from FreeAgent, and also updated contacts from Apollo in a Google Sheet for reporting and analysis. This provides a centralized view of client and financial data.
FreeAgent and Apollo 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.
Related categories
About Apollo
Need precise location data? Integrate Apollo into Latenode workflows to automatically geocode addresses or enrich customer profiles with location insights. Automate data validation and routing based on geographic parameters. Use Latenode's visual editor to build scalable location-aware processes without complex coding.
Similar apps
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See how Latenode works
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FAQ FreeAgent and Apollo
How can I connect my FreeAgent account to Apollo using Latenode?
To connect your FreeAgent account to Apollo 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 Apollo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update FreeAgent with new Apollo contact info?
Yes, you can! Latenode's visual editor and powerful data mapping enable seamless contact updates, ensuring FreeAgent always reflects the latest Apollo information, saving time and improving accuracy.
What types of tasks can I perform by integrating FreeAgent with Apollo?
Integrating FreeAgent with Apollo allows you to perform various tasks, including:
- Create new FreeAgent clients from won Apollo opportunities.
- Update FreeAgent client details based on Apollo contact updates.
- Trigger FreeAgent invoices when an Apollo deal reaches a specific stage.
- Log Apollo activity against corresponding FreeAgent client records.
- Send automated email summaries of FreeAgent financials to Apollo contacts.
How secure is my FreeAgent data when using Latenode integrations?
Latenode employs robust security measures, including encryption and secure authentication, to protect your FreeAgent and Apollo data throughout all integrations.
Are there any limitations to the FreeAgent and Apollo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits imposed by FreeAgent and Apollo can affect workflow speed.
- Historical data migration might require custom workflow design.
