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How to connect FreeAgent and Converter
Create a New Scenario to Connect FreeAgent and Converter
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 Converter will be your first step. To do this, click "Choose an app," find FreeAgent or Converter, 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 Converter Node
Next, click the plus (+) icon on the FreeAgent node, select Converter from the list of available apps, and choose the action you need from the list of nodes within Converter.
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Authenticate Converter
Now, click the Converter node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Converter settings. Authentication allows you to use Converter through Latenode.
Configure the FreeAgent and Converter 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 Converter 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, Converter, 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 Converter integration works as expected. Depending on your setup, data should flow between FreeAgent and Converter (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 Converter
FreeAgent + Google Sheets: When a new invoice is created in FreeAgent, its details are automatically logged as a new row in Google Sheets for tracking and analysis.
FreeAgent + Slack: When a new invoice is created in FreeAgent, a notification is sent to a Slack channel to alert the finance team.
FreeAgent and Converter 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 Converter
Need to standardize file formats? Integrate Converter in Latenode to automatically transform documents as part of any workflow. Convert PDFs to text, images to vector graphics, and more. Automate data entry, content repurposing, or reporting pipelines with no-code ease and JavaScript customization. Stop juggling formats manually.
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See how Latenode works
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FAQ FreeAgent and Converter
How can I connect my FreeAgent account to Converter using Latenode?
To connect your FreeAgent account to Converter 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 Converter accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate currency conversion for FreeAgent invoices?
Yes, you can! Latenode allows you to automatically convert invoice amounts from FreeAgent using Converter, ensuring accurate financial reporting across different currencies. Scale with no-code ease!
What types of tasks can I perform by integrating FreeAgent with Converter?
Integrating FreeAgent with Converter allows you to perform various tasks, including:
- Automatically converting invoice currencies upon new invoice creation.
- Updating exchange rates in FreeAgent based on Converter data.
- Generating reports with consolidated currency values.
- Triggering payment reminders based on converted amounts.
- Archiving historical currency conversion data from invoices.
HowsecureistheFreeAgentintegrationwithConverteronLatenode?
Latenode employs robust security measures, including encryption and secure authentication, to protect your FreeAgent and Converter data during integration and workflow execution.
Are there any limitations to the FreeAgent and Converter integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits of FreeAgent and Converter APIs may affect high-volume data processing.
- Complex currency conversion logic may require custom JavaScript code.
- Custom fields in FreeAgent might need specific mapping configurations.
