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How to connect FreeAgent and Beamer
Create a New Scenario to Connect FreeAgent and Beamer
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 Beamer will be your first step. To do this, click "Choose an app," find FreeAgent or Beamer, 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 Beamer Node
Next, click the plus (+) icon on the FreeAgent node, select Beamer from the list of available apps, and choose the action you need from the list of nodes within Beamer.
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Authenticate Beamer
Now, click the Beamer node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Beamer settings. Authentication allows you to use Beamer through Latenode.
Configure the FreeAgent and Beamer 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 Beamer 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, Beamer, 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 Beamer integration works as expected. Depending on your setup, data should flow between FreeAgent and Beamer (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 Beamer
FreeAgent + Beamer + Slack: When a new invoice is created in FreeAgent, automatically create a Beamer post to announce it. Subsequently, send a congratulatory message to a designated Slack channel to notify the team about the new invoice.
Beamer + FreeAgent + Google Sheets: When a new post is created in Beamer, the automation retrieves financial data from FreeAgent. This data, along with the Beamer post details, is then added to a Google Sheets spreadsheet for performance analysis.
FreeAgent and Beamer 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 Beamer
Use Beamer in Latenode to automate product update notifications based on user behavior. Trigger targeted announcements directly within your workflows. Combine Beamer with Latenode's data transformation and scheduling tools for more precise and automated communication. Scale your outreach without complex coding.
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See how Latenode works
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FAQ FreeAgent and Beamer
How can I connect my FreeAgent account to Beamer using Latenode?
To connect your FreeAgent account to Beamer 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 Beamer accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically announce new invoices via Beamer?
Yes, you can! Latenode lets you trigger Beamer updates whenever a new invoice is created in FreeAgent, keeping your clients informed automatically. Scale effortlessly using advanced logic and no-code blocks.
What types of tasks can I perform by integrating FreeAgent with Beamer?
Integrating FreeAgent with Beamer allows you to perform various tasks, including:
- Announcing new FreeAgent invoices through Beamer's news feed.
- Sending Beamer notifications for overdue FreeAgent invoices.
- Posting FreeAgent transaction summaries as Beamer updates.
- Creating Beamer segments based on FreeAgent customer data.
- Triggering internal alerts in Beamer for specific FreeAgent events.
How secure is FreeAgent data when using Latenode workflows?
Latenode uses industry-standard encryption protocols to protect your data. Plus, you control the data flow, ensuring compliance and security.
Are there any limitations to the FreeAgent and Beamer integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical FreeAgent data prior to integration setup is not automatically synced.
- Custom FreeAgent invoice templates are not directly supported within Beamer updates.
- Complex conditional logic may require JavaScript knowledge within Latenode.
