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How to connect FreeAgent and Clio
Create a New Scenario to Connect FreeAgent and Clio
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 Clio will be your first step. To do this, click "Choose an app," find FreeAgent or Clio, 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 Clio Node
Next, click the plus (+) icon on the FreeAgent node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
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Authenticate Clio
Now, click the Clio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Clio settings. Authentication allows you to use Clio through Latenode.
Configure the FreeAgent and Clio 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 Clio 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, Clio, 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 Clio integration works as expected. Depending on your setup, data should flow between FreeAgent and Clio (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 Clio
Clio + FreeAgent + Slack: When a new contact is added in Clio, a corresponding contact is created in FreeAgent. Subsequently, a notification is sent to the accounting team's Slack channel to inform them of the new contact creation.
Clio + FreeAgent + Google Sheets: On a schedule (not explicitly triggered), invoice data is listed from Clio, and financial reports are implicitly assumed to be manually extracted from FreeAgent. The Clio invoice data is added as new rows to a designated Google Sheet for combined analysis.
FreeAgent and Clio 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 Clio
Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.
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See how Latenode works
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FAQ FreeAgent and Clio
How can I connect my FreeAgent account to Clio using Latenode?
To connect your FreeAgent account to Clio 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 Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation in FreeAgent from new Clio client data?
Yes, you can! Latenode lets you automatically trigger FreeAgent invoice creation from new client entries in Clio. This saves time and ensures accurate billing with no-code automation.
What types of tasks can I perform by integrating FreeAgent with Clio?
Integrating FreeAgent with Clio allows you to perform various tasks, including:
- Automatically create FreeAgent contacts from new Clio clients.
- Sync invoice statuses between FreeAgent and Clio projects.
- Generate detailed financial reports by combining FreeAgent and Clio data.
- Create FreeAgent expenses from Clio time entries.
- Trigger project updates in Clio when invoices are paid in FreeAgent.
HowdoesLatenodehandleFreeAgent'sAPIrate limits?
Latenode's built-in rate limiting and error handling intelligently manages FreeAgent's API limits, ensuring reliable automation without disruptions.
Are there any limitations to the FreeAgent and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in FreeAgent might require JavaScript transformations.
- Historical data migration between FreeAgent and Clio needs manual setup.
- Real-time sync depends on the API update frequency of both FreeAgent and Clio.
