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How to connect FreeAgent and Fillout
Create a New Scenario to Connect FreeAgent and Fillout
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 Fillout will be your first step. To do this, click "Choose an app," find FreeAgent or Fillout, 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 Fillout Node
Next, click the plus (+) icon on the FreeAgent node, select Fillout from the list of available apps, and choose the action you need from the list of nodes within Fillout.
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Authenticate Fillout
Now, click the Fillout node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Fillout settings. Authentication allows you to use Fillout through Latenode.
Configure the FreeAgent and Fillout 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 Fillout 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, Fillout, 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 Fillout integration works as expected. Depending on your setup, data should flow between FreeAgent and Fillout (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 Fillout
Fillout + FreeAgent + Slack: When a new submission is received in Fillout, a new invoice is created in FreeAgent. A message is then sent to a Slack channel notifying the team about the new invoice.
Fillout + FreeAgent + Google Sheets: When a new submission is received in Fillout, the submission data is added to a Google Sheet. When a new invoice is created in FreeAgent, the invoice data is also added to the same Google Sheet for consolidated tracking and reporting.
FreeAgent and Fillout 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 Fillout
Use Fillout forms in Latenode to collect data and instantly trigger workflows. Instead of manual exports, automate follow-ups, database updates, or personalized emails based on form responses. Latenode lets you parse, transform, and route Fillout data to any app with full control and no per-step pricing.
Similar apps
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See how Latenode works
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FAQ FreeAgent and Fillout
How can I connect my FreeAgent account to Fillout using Latenode?
To connect your FreeAgent account to Fillout 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 Fillout accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create FreeAgent invoices from Fillout form submissions?
Yes, with Latenode! Automatically generate invoices in FreeAgent based on new Fillout submissions. This saves time and ensures accurate, timely billing by using our advanced logic blocks.
What types of tasks can I perform by integrating FreeAgent with Fillout?
Integrating FreeAgent with Fillout allows you to perform various tasks, including:
- Create new FreeAgent contacts from new Fillout submissions.
- Update FreeAgent projects when a Fillout form is completed.
- Trigger FreeAgent invoices when a Fillout payment is received.
- Send personalized thank-you notes via Fillout after invoice payment.
- Generate FreeAgent estimates from Fillout quote requests.
Can I use custom JavaScript code to transform data between FreeAgent and Fillout?
Yes! Latenode allows you to use JavaScript to customize data mapping between FreeAgent and Fillout, providing unmatched flexibility for complex data transformations.
Are there any limitations to the FreeAgent and Fillout integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex FreeAgent reporting features may require custom JavaScript.
- File attachments in Fillout forms have size limits.
- Real-time synchronization depends on API rate limits.
