FreeAgent and Atera Integration

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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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FreeAgent

Atera

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect FreeAgent and Atera

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.

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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.

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Sign In

Run node once

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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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.

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Sign In

Run node once

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.

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The action ID

Run node once

Set Up the FreeAgent and Atera 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, 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.

Most powerful ways to connect FreeAgent and Atera

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.

FreeAgent and Atera 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 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.

See how Latenode works

FAQ FreeAgent and Atera

How can I connect my FreeAgent account to Atera using Latenode?

To connect your FreeAgent account to Atera 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 Atera accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Create Atera tickets when new FreeAgent invoices are generated.
  • Update Atera ticket information based on FreeAgent invoice payments.
  • Sync FreeAgent contact data with Atera customer information.
  • Trigger FreeAgent actions when Atera tickets reach specific statuses.
  • Generate reports combining financial data from FreeAgent and support data from Atera.

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:

  • Real-time data synchronization depends on the API limits of both FreeAgent and Atera.
  • Custom field mapping requires manual configuration within Latenode.
  • Complex workflows with many steps may impact execution speed.

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