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How to connect FreeAgent and ClickSend
Create a New Scenario to Connect FreeAgent and ClickSend
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 ClickSend will be your first step. To do this, click "Choose an app," find FreeAgent or ClickSend, 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 ClickSend Node
Next, click the plus (+) icon on the FreeAgent node, select ClickSend from the list of available apps, and choose the action you need from the list of nodes within ClickSend.
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Authenticate ClickSend
Now, click the ClickSend node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ClickSend settings. Authentication allows you to use ClickSend through Latenode.
Configure the FreeAgent and ClickSend 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 ClickSend 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, ClickSend, 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 ClickSend integration works as expected. Depending on your setup, data should flow between FreeAgent and ClickSend (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 ClickSend
FreeAgent + Google Sheets + ClickSend: When a new invoice is created in FreeAgent, its details are added as a new row in Google Sheets. Then, a payment reminder SMS is sent to the customer via ClickSend.
ClickSend + FreeAgent + Slack: When a new SMS is received in ClickSend, the system searches for a matching contact in FreeAgent. If a contact is found, a notification containing the SMS details and contact information is sent to a Slack channel.
FreeAgent and ClickSend 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 ClickSend
Use ClickSend in Latenode to automate SMS, email, or voice messaging. Build workflows that trigger messages based on events in your other apps. Improve customer engagement by automating personalized notifications. Latenode’s visual editor simplifies integration and scales your outreach without extra code or per-step costs.
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See how Latenode works
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FAQ FreeAgent and ClickSend
How can I connect my FreeAgent account to ClickSend using Latenode?
To connect your FreeAgent account to ClickSend 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 ClickSend accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send SMS reminders for overdue FreeAgent invoices?
Yes, you can! Latenode's visual editor and advanced logic make it easy to trigger ClickSend SMS messages when FreeAgent invoices are overdue, improving payment collection.
What types of tasks can I perform by integrating FreeAgent with ClickSend?
Integrating FreeAgent with ClickSend allows you to perform various tasks, including:
- Send SMS notifications for new FreeAgent invoices.
- Automate payment reminders via SMS.
- Create marketing campaigns triggered by invoice events.
- Update contact information in ClickSend from FreeAgent.
- Alert team members about critical FreeAgent events via SMS.
How does Latenode enhance FreeAgent's automation capabilities?
Latenode extends FreeAgent with visual workflows, JavaScript, and AI, automating complex tasks and scaling your financial processes efficiently.
Are there any limitations to the FreeAgent and ClickSend integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by FreeAgent and ClickSend may affect performance.
- Custom field mapping requires careful configuration.
- Advanced error handling needs custom JavaScript in some cases.
