How to connect FreeAgent and Caption AI
Create a New Scenario to Connect FreeAgent and Caption AI
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 Caption AI will be your first step. To do this, click "Choose an app," find FreeAgent or Caption AI, 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.


FreeAgent

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 Caption AI Node
Next, click the plus (+) icon on the FreeAgent node, select Caption AI from the list of available apps, and choose the action you need from the list of nodes within Caption AI.


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Authenticate Caption AI
Now, click the Caption AI node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Caption AI settings. Authentication allows you to use Caption AI through Latenode.
Configure the FreeAgent and Caption AI 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 Caption AI 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, Caption AI, 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 Caption AI integration works as expected. Depending on your setup, data should flow between FreeAgent and Caption AI (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 Caption AI
FreeAgent + Caption AI + Slack: Automatically generate captions for new FreeAgent invoices using Caption AI and share them in a dedicated Slack channel.
FreeAgent + Caption AI + Google Sheets: Transcribe audio from FreeAgent and log the transcripts with associated data in Google Sheets.
FreeAgent and Caption AI 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 Caption AI
Caption AI in Latenode streamlines content creation. Generate captions from images or videos directly within your workflows. Automate social media posting, ad campaigns, or content archiving. Latenode's visual editor and flexible integrations reduce manual work and allow for personalized, automated caption generation at scale, without code.
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See how Latenode works
FAQ FreeAgent and Caption AI
How can I connect my FreeAgent account to Caption AI using Latenode?
To connect your FreeAgent account to Caption AI 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 Caption AI accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate invoices from transcribed meeting notes?
Yes, with Latenode you can! Automatically create FreeAgent invoices from Caption AI transcriptions. Latenode’s advanced logic and AI blocks make this seamless, saving you time and improving accuracy.
What types of tasks can I perform by integrating FreeAgent with Caption AI?
Integrating FreeAgent with Caption AI allows you to perform various tasks, including:
- Create invoices in FreeAgent from meeting summaries generated by Caption AI.
- Update FreeAgent contact details based on information extracted by Caption AI.
- Automatically log billable hours in FreeAgent from Caption AI meeting duration.
- Generate project estimates in FreeAgent using insights from Caption AI transcripts.
- Send invoice reminders based on meeting follow-up actions from Caption AI.
How does Latenode enhance FreeAgent’s automation capabilities?
Latenode empowers FreeAgent with no-code, JavaScript, and AI integrations. Connect to countless services and create complex workflows without coding.
Are there any limitations to the FreeAgent and Caption AI integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API capabilities of both apps.
- Initial setup requires understanding of FreeAgent and Caption AI data structures.