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How to connect FreeAgent and Awork
Create a New Scenario to Connect FreeAgent and Awork
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 Awork will be your first step. To do this, click "Choose an app," find FreeAgent or Awork, 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 Awork Node
Next, click the plus (+) icon on the FreeAgent node, select Awork from the list of available apps, and choose the action you need from the list of nodes within Awork.
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Authenticate Awork
Now, click the Awork node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Awork settings. Authentication allows you to use Awork through Latenode.
Configure the FreeAgent and Awork 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 Awork 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, Awork, 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 Awork integration works as expected. Depending on your setup, data should flow between FreeAgent and Awork (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 Awork
FreeAgent + Awork + Slack: When a new invoice is created in FreeAgent, and a new project is started in Awork, send a Slack notification to a specified channel.
Awork + FreeAgent + Google Sheets: Track project time entries in Awork and automatically update a Google Sheet with the billable hours. This data can then be used to manually update FreeAgent.
FreeAgent and Awork 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 Awork
Manage Awork tasks in Latenode to automate project updates and reporting. Trigger flows on new tasks, sync deadlines across tools, or create custom reports. Use Latenode's logic functions and webhooks to connect Awork to any system, crafting automated workflows without complex coding, and scale project management tasks efficiently.
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See how Latenode works
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FAQ FreeAgent and Awork
How can I connect my FreeAgent account to Awork using Latenode?
To connect your FreeAgent account to Awork 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 Awork accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation based on Awork project completion?
Yes, you can! Latenode's visual editor simplifies this. Automatically trigger FreeAgent invoice creation when a project reaches completion in Awork, saving time and improving accuracy.
What types of tasks can I perform by integrating FreeAgent with Awork?
Integrating FreeAgent with Awork allows you to perform various tasks, including:
- Automatically creating FreeAgent projects from new Awork tasks.
- Updating task status in Awork based on invoice payments in FreeAgent.
- Generating financial reports in FreeAgent based on Awork project data.
- Syncing customer information between FreeAgent and Awork projects.
- Sending payment reminders from FreeAgent for overdue Awork project invoices.
How can I handle currency conversions between FreeAgent and Awork?
Latenode's JavaScript blocks let you handle currency conversions easily. Utilize external APIs within your workflows for accurate and automated conversion.
Are there any limitations to the FreeAgent and Awork integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in FreeAgent might require custom scripting for full integration.
- Real-time synchronization depends on the API rate limits of both FreeAgent and Awork.
- Historical data migration between the two platforms needs to be handled separately.
