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How to connect FreeAgent and Bexio
Create a New Scenario to Connect FreeAgent and Bexio
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 Bexio will be your first step. To do this, click "Choose an app," find FreeAgent or Bexio, 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 Bexio Node
Next, click the plus (+) icon on the FreeAgent node, select Bexio from the list of available apps, and choose the action you need from the list of nodes within Bexio.
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Authenticate Bexio
Now, click the Bexio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Bexio settings. Authentication allows you to use Bexio through Latenode.
Configure the FreeAgent and Bexio 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 Bexio 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, Bexio, 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 Bexio integration works as expected. Depending on your setup, data should flow between FreeAgent and Bexio (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 Bexio
FreeAgent + Slack: When a new invoice is created in FreeAgent, a notification is sent to a designated Slack channel to keep the team informed.
Bexio + FreeAgent + Google Sheets: When a new contact is created or updated in Bexio, the contact details are synced to FreeAgent. All changes are logged in Google Sheets for auditing and reporting purposes.
FreeAgent and Bexio 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 Bexio
Sync Bexio contacts, invoices, or products with other apps via Latenode. Automate accounting tasks: trigger invoice creation from new orders or update customer data across your stack. Latenode's visual editor simplifies building complex workflows, and its JavaScript node adds flexibility beyond Bexio's defaults.
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See how Latenode works
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FAQ FreeAgent and Bexio
How can I connect my FreeAgent account to Bexio using Latenode?
To connect your FreeAgent account to Bexio 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 Bexio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new FreeAgent invoices to Bexio?
Yes, you can! Latenode lets you automatically sync FreeAgent invoices to Bexio. Save time, reduce errors, and keep your financial data consistent across both platforms.
What types of tasks can I perform by integrating FreeAgent with Bexio?
Integrating FreeAgent with Bexio allows you to perform various tasks, including:
- Automatically create Bexio contacts from new FreeAgent clients.
- Update Bexio product information based on FreeAgent service updates.
- Generate reports combining data from both FreeAgent and Bexio.
- Trigger Bexio actions when specific events occur in FreeAgent.
- Monitor FreeAgent expenses and update corresponding Bexio entries.
Can I customize the data flow between FreeAgent and Bexio?
Yes! Latenode allows for deep customization with JavaScript and AI. Transform data to meet your specific needs and ensure perfect compatibility.
Are there any limitations to the FreeAgent and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires manual setup.
- Complex, highly customized workflows may require JavaScript knowledge.
- Real-time syncing depends on the API limits of both FreeAgent and Bexio.
