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How to connect FreeAgent and Bitrix24
Create a New Scenario to Connect FreeAgent and Bitrix24
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 Bitrix24 will be your first step. To do this, click "Choose an app," find FreeAgent or Bitrix24, 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 Bitrix24 Node
Next, click the plus (+) icon on the FreeAgent node, select Bitrix24 from the list of available apps, and choose the action you need from the list of nodes within Bitrix24.
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Authenticate Bitrix24
Now, click the Bitrix24 node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Bitrix24 settings. Authentication allows you to use Bitrix24 through Latenode.
Configure the FreeAgent and Bitrix24 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 Bitrix24 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, Bitrix24, 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 Bitrix24 integration works as expected. Depending on your setup, data should flow between FreeAgent and Bitrix24 (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 Bitrix24
FreeAgent + Bitrix24 + Slack: When a new invoice is created in FreeAgent, a notification is sent to a dedicated channel in Bitrix24 and a Slack channel.
Bitrix24 + FreeAgent + Google Sheets: This workflow compiles a weekly report of deals closed in Bitrix24 and expenses from FreeAgent into a Google Sheet for financial analysis.
FreeAgent and Bitrix24 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 Bitrix24
Automate Bitrix24 tasks in Latenode: update deals, manage contacts, and track tasks without manual work. Connect Bitrix24 CRM data to other apps, like email or spreadsheets, for streamlined workflows. Latenode’s visual editor and flexible code options make complex Bitrix24 automation simple and scalable, avoiding per-step fees.
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See how Latenode works
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FAQ FreeAgent and Bitrix24
How can I connect my FreeAgent account to Bitrix24 using Latenode?
To connect your FreeAgent account to Bitrix24 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 Bitrix24 accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync FreeAgent invoices to Bitrix24 CRM?
Yes, you can! Latenode's flexible data mapping ensures accurate invoice transfer, streamlining financial reporting and improving CRM data quality.
What types of tasks can I perform by integrating FreeAgent with Bitrix24?
Integrating FreeAgent with Bitrix24 allows you to perform various tasks, including:
- Automatically create Bitrix24 tasks from new FreeAgent projects.
- Update contact details in Bitrix24 when a FreeAgent client is updated.
- Generate FreeAgent invoices from successfully closed Bitrix24 deals.
- Send payment reminders from FreeAgent via Bitrix24's communication channels.
- Log FreeAgent expenses against specific Bitrix24 projects for accurate tracking.
How secure is my FreeAgent data when used with Latenode?
Latenode uses industry-standard encryption and security protocols to ensure that your FreeAgent data remains protected throughout all workflows.
Are there any limitations to the FreeAgent and Bitrix24 integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in FreeAgent might require JavaScript transformation in Latenode.
- Rate limits imposed by FreeAgent and Bitrix24 APIs can affect high-volume data transfers.
- Real-time synchronization depends on the polling frequency configured in your Latenode workflow.
