.svg){kind=icon}
How to connect FreeAgent and Fauna
Create a New Scenario to Connect FreeAgent and Fauna
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 Fauna will be your first step. To do this, click "Choose an app," find FreeAgent or Fauna, 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.
+
1
FreeAgent
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 Fauna Node
Next, click the plus (+) icon on the FreeAgent node, select Fauna from the list of available apps, and choose the action you need from the list of nodes within Fauna.
1
FreeAgent
⚙
+
2
Fauna
Authenticate Fauna
Now, click the Fauna node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Fauna settings. Authentication allows you to use Fauna through Latenode.
Configure the FreeAgent and Fauna 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 Fauna 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Fauna
1
Trigger on Webhook
⚙
2
FreeAgent
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring FreeAgent, Fauna, 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 Fauna integration works as expected. Depending on your setup, data should flow between FreeAgent and Fauna (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 Fauna
FreeAgent + Fauna + Slack: When a new invoice is created in FreeAgent, the details are added to a Fauna collection, and a notification is sent to a Slack channel.
Fauna + FreeAgent + Google Sheets: When new documents are added to a Fauna collection, representing FreeAgent financial records, the data is extracted and added as a new row in a Google Sheet for archival purposes.
FreeAgent and Fauna 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 Fauna
Use Fauna in Latenode to build scalable, globally distributed data workflows. Automate user authentication or financial data handling with Fauna's ACID compliance. Integrate it into visual flows for real-time updates and simplified data consistency across all your connected apps.
Related categories
See how Latenode works
.svg)
.png)
FAQ FreeAgent and Fauna
How can I connect my FreeAgent account to Fauna using Latenode?
To connect your FreeAgent account to Fauna 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 Fauna accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I archive FreeAgent invoices in Fauna automatically?
Yes, using Latenode, automatically archive FreeAgent invoices in Fauna. Benefit from centralized data, robust backups, and custom reporting through Latenode's no-code data transformation.
What types of tasks can I perform by integrating FreeAgent with Fauna?
Integrating FreeAgent with Fauna allows you to perform various tasks, including:
- Create Fauna records for new FreeAgent customers.
- Sync FreeAgent invoice data to Fauna for reporting.
- Update Fauna entries when FreeAgent invoices are paid.
- Trigger custom alerts in Fauna based on FreeAgent data.
- Back up FreeAgent financial data securely to Fauna.
Can I transform FreeAgent data before storing it in Fauna with Latenode?
Yes, you can transform FreeAgent data using Latenode's JavaScript and AI blocks before storing it in Fauna, ensuring data integrity and optimal formatting.
Are there any limitations to the FreeAgent and Fauna integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Initial data sync may take time depending on the data volume.
- API rate limits of FreeAgent and Fauna still apply.
