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How to connect FreeAgent and Basin
Create a New Scenario to Connect FreeAgent and Basin
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 Basin will be your first step. To do this, click "Choose an app," find FreeAgent or Basin, 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 Basin Node
Next, click the plus (+) icon on the FreeAgent node, select Basin from the list of available apps, and choose the action you need from the list of nodes within Basin.
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Authenticate Basin
Now, click the Basin node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Basin settings. Authentication allows you to use Basin through Latenode.
Configure the FreeAgent and Basin 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 Basin 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, Basin, 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 Basin integration works as expected. Depending on your setup, data should flow between FreeAgent and Basin (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 Basin
Basin + FreeAgent + Slack: When a new form is submitted via Basin, a contact is created in FreeAgent. A notification is then sent to a Slack channel to alert the team about the new contact.
Basin + FreeAgent + Google Sheets: Saves new Basin form submissions into a Google Sheet and creates a new contact in FreeAgent.
FreeAgent and Basin 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 Basin
Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.
Similar apps
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See how Latenode works
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FAQ FreeAgent and Basin
How can I connect my FreeAgent account to Basin using Latenode?
To connect your FreeAgent account to Basin 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 Basin accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create FreeAgent invoices from new Basin form submissions?
Yes, you can! Latenode allows you to automate invoice creation based on Basin submissions, saving time. Build complex workflows with no-code blocks, JavaScript, and AI.
What types of tasks can I perform by integrating FreeAgent with Basin?
Integrating FreeAgent with Basin allows you to perform various tasks, including:
- Create FreeAgent contacts from new Basin form entries automatically.
- Send customized invoice reminders based on Basin form data insights.
- Update FreeAgent project statuses using data submitted via Basin forms.
- Trigger automated email sequences for invoice payments with Basin.
- Log billable hours in FreeAgent whenever a Basin form is submitted.
How secure is my FreeAgent data when using Latenode integrations?
Latenode uses industry-standard encryption to protect your data during transit and at rest,ensuring FreeAgent data security.
Are there any limitations to the FreeAgent and Basin integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex FreeAgent custom fields might require JavaScript for full integration.
- Rate limits on FreeAgent and Basin APIs can affect high-volume workflows.
- Advanced reporting features are limited to the capabilities of the FreeAgent API.
