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How to connect FreeAgent and Cal.com
Create a New Scenario to Connect FreeAgent and Cal.com
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 Cal.com will be your first step. To do this, click "Choose an app," find FreeAgent or Cal.com, 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 Cal.com Node
Next, click the plus (+) icon on the FreeAgent node, select Cal.com from the list of available apps, and choose the action you need from the list of nodes within Cal.com.
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Authenticate Cal.com
Now, click the Cal.com node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cal.com settings. Authentication allows you to use Cal.com through Latenode.
Configure the FreeAgent and Cal.com 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 Cal.com 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, Cal.com, 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 Cal.com integration works as expected. Depending on your setup, data should flow between FreeAgent and Cal.com (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 Cal.com
Cal.com + Slack: When a new booking event occurs in Cal.com, a message is sent to a specified Slack channel to notify the team.
Cal.com + Zoom + FreeAgent: When a new booking is created in Cal.com, a Zoom meeting is automatically created and a task is created in FreeAgent.
FreeAgent and Cal.com 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 Cal.com
Embed Cal.com in Latenode to automate meeting scheduling. Trigger flows based on booking events: send follow-up emails, update CRMs, or generate reports. Latenode adds advanced logic, data manipulation, and integrations Cal.com lacks natively, creating flexible, scalable scheduling workflows.
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See how Latenode works
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FAQ FreeAgent and Cal.com
How can I connect my FreeAgent account to Cal.com using Latenode?
To connect your FreeAgent account to Cal.com 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 Cal.com accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation after a Cal.com booking?
Yes, you can! Latenode allows you to automatically generate FreeAgent invoices upon new Cal.com bookings. Automate this tedious task and focus on providing excellent service. Enjoy the benefits of time-saving!
What types of tasks can I perform by integrating FreeAgent with Cal.com?
Integrating FreeAgent with Cal.com allows you to perform various tasks, including:
- Create FreeAgent invoices automatically upon new Cal.com booking.
- Update contact information in FreeAgent from new Cal.com bookings.
- Send payment reminders via Cal.com based on FreeAgent invoice statuses.
- Track meeting revenue in FreeAgent based on completed Cal.com events.
- Trigger custom reports in FreeAgent after a defined number of bookings.
What FreeAgent data can I access and manipulate within Latenode?
Latenode provides access to invoices, contacts, projects, and other core FreeAgent data. Use JavaScript and AI to transform it and build custom automation.
Are there any limitations to the FreeAgent and Cal.com integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on the API availability of both platforms.
- Complex data transformations might require custom JavaScript code.
- Large data volumes can impact workflow execution time.
