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How to connect FreeAgent and Docusign
Create a New Scenario to Connect FreeAgent and Docusign
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 Docusign will be your first step. To do this, click "Choose an app," find FreeAgent or Docusign, 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 Docusign Node
Next, click the plus (+) icon on the FreeAgent node, select Docusign from the list of available apps, and choose the action you need from the list of nodes within Docusign.
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Authenticate Docusign
Now, click the Docusign node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Docusign settings. Authentication allows you to use Docusign through Latenode.
Configure the FreeAgent and Docusign 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 Docusign 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, Docusign, 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 Docusign integration works as expected. Depending on your setup, data should flow between FreeAgent and Docusign (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 Docusign
FreeAgent + Docusign + Slack: When a new invoice is created in FreeAgent, automatically send a Docusign contract using a predefined template. Upon the contract being signed (envelope status updated), post a notification in a designated Slack channel.
Docusign + FreeAgent + Google Sheets: When a Docusign envelope's status is updated to 'signed', retrieve the envelope details. Then, use this information, along with contact information from FreeAgent, to add a new row to a Google Sheet for record-keeping.
FreeAgent and Docusign 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.
Related categories
About Docusign
Integrate DocuSign with Latenode to automate contract workflows. Automatically send, track, and store signed documents. Trigger actions based on signature status, update databases, and alert teams. Latenode adds flexible logic and integrations beyond standard DocuSign options, with pay-per-execution pricing and visual flow design.
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See how Latenode works
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FAQ FreeAgent and Docusign
How can I connect my FreeAgent account to Docusign using Latenode?
To connect your FreeAgent account to Docusign 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 Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update FreeAgent when a document is signed?
Yes, with Latenode! Trigger FreeAgent updates instantly upon Docusign completion. Latenode's visual editor makes this and other complex workflows simple to build, improving your data accuracy.
What types of tasks can I perform by integrating FreeAgent with Docusign?
Integrating FreeAgent with Docusign allows you to perform various tasks, including:
- Automatically create FreeAgent invoices from signed contracts.
- Update contact details in FreeAgent after document signing.
- Send Docusign envelopes when new projects are added to FreeAgent.
- Archive signed documents to a cloud storage service.
- Trigger email notifications for contract completion.
How does Latenode handle FreeAgent API rate limits?
Latenode manages FreeAgent API limits intelligently. Our platform offers built-in queueing and retry mechanisms ensuring reliable data flow.
Are there any limitations to the FreeAgent and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic might require custom JavaScript code.
- Large file attachments may impact workflow performance.
- Historical data migration requires careful planning.
