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How to connect FreeAgent and Code
Create a New Scenario to Connect FreeAgent and Code
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 Code will be your first step. To do this, click "Choose an app," find FreeAgent or Code, 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 Code Node
Next, click the plus (+) icon on the FreeAgent node, select Code from the list of available apps, and choose the action you need from the list of nodes within Code.
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Authenticate Code
Now, click the Code node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Code settings. Authentication allows you to use Code through Latenode.
Configure the FreeAgent and Code 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 Code 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, Code, 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 Code integration works as expected. Depending on your setup, data should flow between FreeAgent and Code (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 Code
FreeAgent + Code + Slack: When a new invoice is created in FreeAgent, a JavaScript code block analyzes the invoice data (e.g., total amount, due date) and sends a summary to a designated Slack channel.
FreeAgent + Code + Google Sheets: When a new invoice is created in FreeAgent, a JavaScript code block transforms and formats the invoice data. The formatted data is then added as a new row in Google Sheets.
FreeAgent and Code 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 Code
Need custom logic within your Latenode workflows? Code lets you add JavaScript snippets and NPM modules directly into your automation flows. Transform data, handle complex calculations, and connect to unsupported APIs. Latenode makes it easy to manage code alongside no-code steps, ensuring scalability and maintainability.
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See how Latenode works
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FAQ FreeAgent and Code
How can I connect my FreeAgent account to Code using Latenode?
To connect your FreeAgent account to Code 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 Code accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation in FreeAgent after code deployment in Code?
Yes, you can! Latenode's visual editor makes it easy to trigger FreeAgent invoice creation upon successful code deployments in Code, automating your billing workflows & saving time.
What types of tasks can I perform by integrating FreeAgent with Code?
Integrating FreeAgent with Code allows you to perform various tasks, including:
- Automatically log billable hours from Code commits in FreeAgent.
- Create new FreeAgent contacts from Code project collaborators.
- Trigger Code deployments based on FreeAgent invoice payment status.
- Generate project estimates in FreeAgent from Code repository data.
- Send Slack notifications about FreeAgent invoices via Code status updates.
How secure is connecting my FreeAgent data to Code within Latenode?
Latenode employs industry-standard security measures, including encryption and secure authentication, to protect your FreeAgent and Code data during integration.
Are there any limitations to the FreeAgent and Code integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration between FreeAgent and Code is not directly supported.
- Complex data transformations may require custom JavaScript code within Latenode.
- Real-time synchronization depends on the API rate limits of both FreeAgent and Code.
