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How to connect FreeAgent and Docparser
Create a New Scenario to Connect FreeAgent and Docparser
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 Docparser will be your first step. To do this, click "Choose an app," find FreeAgent or Docparser, 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 Docparser Node
Next, click the plus (+) icon on the FreeAgent node, select Docparser from the list of available apps, and choose the action you need from the list of nodes within Docparser.
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Authenticate Docparser
Now, click the Docparser node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Docparser settings. Authentication allows you to use Docparser through Latenode.
Configure the FreeAgent and Docparser 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 Docparser 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, Docparser, 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 Docparser integration works as expected. Depending on your setup, data should flow between FreeAgent and Docparser (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 Docparser
Docparser + FreeAgent + Google Sheets: When Docparser parses a document, the data is used to create an invoice in FreeAgent. The invoice details are then added as a new row in a Google Sheets spreadsheet for tracking.
Docparser + FreeAgent + Slack: When Docparser parses a document, the corresponding contact is created in FreeAgent. A Slack message is then sent to a designated channel notifying the team of the new contact creation.
FreeAgent and Docparser 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 Docparser
Extract data from PDFs, invoices, and forms automatically with Docparser in Latenode. Stop manual data entry. Build workflows that trigger actions based on parsed content. Use Latenode’s no-code tools to filter, transform, and route data to your database or apps, creating scalable document processing pipelines.
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FAQ FreeAgent and Docparser
How can I connect my FreeAgent account to Docparser using Latenode?
To connect your FreeAgent account to Docparser 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 Docparser accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice data entry from Docparser into FreeAgent?
Yes, you can! Latenode allows seamless data transfer, automating invoice data entry & saving time. Leverage low-code blocks or JavaScript for advanced transformations.
What types of tasks can I perform by integrating FreeAgent with Docparser?
Integrating FreeAgent with Docparser allows you to perform various tasks, including:
- Automatically extracting data from parsed invoices into FreeAgent.
- Creating new FreeAgent contacts from Docparser data.
- Updating existing FreeAgent records with parsed document data.
- Triggering FreeAgent actions based on parsed document content.
- Sending summaries of parsed data from Docparser to FreeAgent projects.
How secure is my FreeAgent data when using Latenode?
Latenode uses secure connections and encryption to protect your FreeAgent and Docparser data. Data access adheres to strict security protocols.
Are there any limitations to the FreeAgent and Docparser integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document layouts in Docparser might require advanced configuration.
- FreeAgent API rate limits may affect high-volume data transfers.
- Custom FreeAgent fields might require manual mapping in Latenode.
