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How to connect FreeAgent and Cleverreach
Create a New Scenario to Connect FreeAgent and Cleverreach
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 Cleverreach will be your first step. To do this, click "Choose an app," find FreeAgent or Cleverreach, 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 Cleverreach Node
Next, click the plus (+) icon on the FreeAgent node, select Cleverreach from the list of available apps, and choose the action you need from the list of nodes within Cleverreach.
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Authenticate Cleverreach
Now, click the Cleverreach node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cleverreach settings. Authentication allows you to use Cleverreach through Latenode.
Configure the FreeAgent and Cleverreach 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 Cleverreach 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, Cleverreach, 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 Cleverreach integration works as expected. Depending on your setup, data should flow between FreeAgent and Cleverreach (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 Cleverreach
FreeAgent + Cleverreach + Google Sheets: When a new invoice is created in FreeAgent, the client's email is added as a subscriber to a Cleverreach list, and the invoice details are logged in a Google Sheet.
Cleverreach + FreeAgent + Slack: When a new subscriber joins a Cleverreach list, a task is created in FreeAgent to follow up with the new subscriber, and a notification is sent to a Slack channel.
FreeAgent and Cleverreach 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 Cleverreach
Use Cleverreach in Latenode to automate email marketing based on real-time triggers. Sync contact lists, personalize campaigns, and track results directly from your workflows. Avoid manual CSV imports, segment audiences dynamically, and react to user behavior using Latenode’s flexible data routing and logic.
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FAQ FreeAgent and Cleverreach
How can I connect my FreeAgent account to Cleverreach using Latenode?
To connect your FreeAgent account to Cleverreach 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 Cleverreach accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new FreeAgent clients to Cleverreach?
Yes, you can! Latenode’s visual builder makes this easy. Automatically add new FreeAgent clients to Cleverreach lists, ensuring seamless marketing and communication workflows, and saving valuable time.
What types of tasks can I perform by integrating FreeAgent with Cleverreach?
Integrating FreeAgent with Cleverreach allows you to perform various tasks, including:
- Add new FreeAgent clients as subscribers in Cleverreach.
- Update subscriber details in Cleverreach when FreeAgent data changes.
- Trigger email campaigns in Cleverreach based on FreeAgent invoices.
- Segment Cleverreach subscribers based on FreeAgent client types.
- Send personalized emails for payment reminders via Cleverreach.
Can I filter FreeAgent contacts before adding them to Cleverreach?
Yes, with Latenode, you can filter FreeAgent contacts based on specific criteria using no-code blocks or custom JavaScript for precise control.
Are there any limitations to the FreeAgent and Cleverreach integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical FreeAgent data might require initial manual import.
- Complex filtering may require intermediate JavaScript knowledge.
- Rate limits of FreeAgent and Cleverreach APIs apply.
