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How to connect FreeAgent and Delighted
Create a New Scenario to Connect FreeAgent and Delighted
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 Delighted will be your first step. To do this, click "Choose an app," find FreeAgent or Delighted, 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 Delighted Node
Next, click the plus (+) icon on the FreeAgent node, select Delighted from the list of available apps, and choose the action you need from the list of nodes within Delighted.
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Authenticate Delighted
Now, click the Delighted node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Delighted settings. Authentication allows you to use Delighted through Latenode.
Configure the FreeAgent and Delighted 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 Delighted 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, Delighted, 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 Delighted integration works as expected. Depending on your setup, data should flow between FreeAgent and Delighted (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 Delighted
FreeAgent + Delighted + Slack: When a new invoice is created in FreeAgent, send a customer satisfaction survey via Delighted. Then, notify the team in Slack about the sent survey.
Delighted + FreeAgent + Google Sheets: When a new response is received in Delighted, update contact details in FreeAgent and store the survey response in Google Sheets for analysis.
FreeAgent and Delighted 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 Delighted
Automate feedback loops with Delighted in Latenode. Send surveys post-interaction and instantly act on results. Route scores to your team's Slack, update records in your CRM, or trigger follow-ups based on sentiment. Build adaptable workflows with no-code tools, custom logic, and AI — all without per-step costs.
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See how Latenode works
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FAQ FreeAgent and Delighted
How can I connect my FreeAgent account to Delighted using Latenode?
To connect your FreeAgent account to Delighted 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 Delighted accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger invoice reminders based on Delighted survey responses?
Yes, you can! Latenode allows dynamic workflows, triggering FreeAgent actions based on Delighted feedback. Automate tasks & improve customer experience effortlessly.
What types of tasks can I perform by integrating FreeAgent with Delighted?
Integrating FreeAgent with Delighted allows you to perform various tasks, including:
- Send personalized thank-you notes after positive survey responses.
- Create FreeAgent tasks for negative feedback resolution follow-up.
- Update customer contact information in FreeAgent from Delighted data.
- Analyze survey data alongside financial data for actionable insights.
- Automatically trigger payment reminders based on satisfaction scores.
Can I use JavaScript to transform data between FreeAgent and Delighted?
Yes! Latenode supports JavaScript code blocks, enabling custom data transformations for seamless FreeAgent and Delighted data exchange.
Are there any limitations to the FreeAgent and Delighted integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration between the apps may require custom solutions.
- Complex data transformations might necessitate JavaScript knowledge.
- The integration is limited by the APIs offered by FreeAgent and Delighted.
