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How to connect FreeAgent and Cloze
Create a New Scenario to Connect FreeAgent and Cloze
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 Cloze will be your first step. To do this, click "Choose an app," find FreeAgent or Cloze, 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 Cloze Node
Next, click the plus (+) icon on the FreeAgent node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.
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Authenticate Cloze
Now, click the Cloze node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cloze settings. Authentication allows you to use Cloze through Latenode.
Configure the FreeAgent and Cloze 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 Cloze 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, Cloze, 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 Cloze integration works as expected. Depending on your setup, data should flow between FreeAgent and Cloze (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 Cloze
FreeAgent + Cloze + Slack: When a new invoice is created in FreeAgent, a corresponding contact is created or updated in Cloze, and a notification is sent to a Slack channel.
Cloze + FreeAgent + Google Sheets: When a project is updated in Cloze, create a draft invoice in FreeAgent and add a row to a Google Sheet for tracking.
FreeAgent and Cloze 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 Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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See how Latenode works
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FAQ FreeAgent and Cloze
How can I connect my FreeAgent account to Cloze using Latenode?
To connect your FreeAgent account to Cloze 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 Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze contacts with FreeAgent invoice details?
Yes, you can! Latenode's visual editor makes it simple to map FreeAgent invoice data to Cloze contacts, ensuring your team always has the latest financial information available. This saves time and improves accuracy.
What types of tasks can I perform by integrating FreeAgent with Cloze?
Integrating FreeAgent with Cloze allows you to perform various tasks, including:
- Create new Cloze contacts when a new FreeAgent client is added.
- Update contact details in Cloze based on FreeAgent client information.
- Trigger email sequences in Cloze when an invoice is paid in FreeAgent.
- Log FreeAgent invoice details as notes on Cloze contact timelines.
- Automatically generate reports combining sales and financial data.
Can I use custom JavaScript code within my FreeAgent + Cloze workflow?
Yes! Latenode lets you add custom JavaScript blocks to tailor your integration precisely, for enhanced data transformation and logic beyond standard nodes.
Are there any limitations to the FreeAgent and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data sync may depend on FreeAgent and Cloze API refresh intervals.
- Complex data transformations might require intermediate steps.
- Custom fields in FreeAgent or Cloze might need manual mapping initially.
