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Automatically sync FreeAgent invoices with Atera for streamlined accounting and service management. Latenode’s visual editor makes it easy to customize data mapping, while affordable execution-based pricing helps you scale efficiently.
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Create a New Scenario to Connect FreeAgent and Atera
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 Atera will be your first step. To do this, click "Choose an app," find FreeAgent or Atera, 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.
FreeAgent
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 Atera Node
Next, click the plus (+) icon on the FreeAgent node, select Atera from the list of available apps, and choose the action you need from the list of nodes within Atera.
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Atera
Authenticate Atera
Now, click the Atera node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Atera settings. Authentication allows you to use Atera through Latenode.
Configure the FreeAgent and Atera 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 Atera Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Atera
Trigger on Webhook
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FreeAgent
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring FreeAgent, Atera, 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 Atera integration works as expected. Depending on your setup, data should flow between FreeAgent and Atera (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
FreeAgent + Atera + Slack: When a new invoice is created in FreeAgent, a notification is sent to the Atera team. Subsequently, a summary of the invoice is posted in a designated Slack channel for broader team awareness.
Atera + FreeAgent + Google Sheets: This automation tracks time logged in Atera. A new row containing the logged time and related project information is then added to a Google Sheet for reporting. Due to the available actions, FreeAgent integration is limited to contact creation, and is not integrated into time tracking or budgets.
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 Atera
Use Atera with Latenode to automate IT support tasks. Trigger workflows on alerts, automatically create tickets, or update asset info. Integrate Atera's monitoring data with other apps for deeper insights and faster issue resolution. Customize rules and actions using Latenode's visual editor or JavaScript for precise automation.
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How can I connect my FreeAgent account to Atera using Latenode?
To connect your FreeAgent account to Atera on Latenode, follow these steps:
Can I automatically update Atera tickets from FreeAgent invoices?
Yes, you can! Latenode’s flexible workflow editor allows seamless data transfer, ensuring Atera tickets reflect the latest FreeAgent invoice statuses, improving response times.
What types of tasks can I perform by integrating FreeAgent with Atera?
Integrating FreeAgent with Atera allows you to perform various tasks, including:
How does Latenode handle complex FreeAgent data transformations?
Latenode excels with built-in JavaScript blocks and AI-powered data mapping, simplifying even intricate FreeAgent data manipulations for Atera integrations.
Are there any limitations to the FreeAgent and Atera integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: