.svg){kind=icon}
How to connect FreeAgent and Formaloo
Create a New Scenario to Connect FreeAgent and Formaloo
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 Formaloo will be your first step. To do this, click "Choose an app," find FreeAgent or Formaloo, 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 Formaloo Node
Next, click the plus (+) icon on the FreeAgent node, select Formaloo from the list of available apps, and choose the action you need from the list of nodes within Formaloo.
1
FreeAgent
⚙
+
2
Formaloo
Authenticate Formaloo
Now, click the Formaloo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formaloo settings. Authentication allows you to use Formaloo through Latenode.
Configure the FreeAgent and Formaloo 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 Formaloo 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
Formaloo
1
Trigger on Webhook
⚙
2
FreeAgent
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring FreeAgent, Formaloo, 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 Formaloo integration works as expected. Depending on your setup, data should flow between FreeAgent and Formaloo (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 Formaloo
FreeAgent + Formaloo + Slack: When a new invoice is created in FreeAgent, a new row is added to a specified Formaloo form. If feedback is submitted to that form raising concerns (detected either via Formaloo features or manual review), a message is sent to a designated Slack channel to alert the finance team.
Formaloo + FreeAgent + Google Sheets: When a new response is submitted to a Formaloo form, customer satisfaction data is extracted. This data, along with relevant financial information retrieved from FreeAgent (e.g., invoice amounts, payment status), is added as a new row in a Google Sheets spreadsheet, providing a consolidated view for business insights.
FreeAgent and Formaloo 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 Formaloo
Use Formaloo in Latenode to build forms and surveys, then automate follow-up tasks. Capture data via Formaloo and trigger workflows to update databases, send personalized emails, or create support tickets. Automate form-based data entry, reducing manual work. Using Latenode adds logic, integrations, and scheduling that Formaloo alone can't handle.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ FreeAgent and Formaloo
How can I connect my FreeAgent account to Formaloo using Latenode?
To connect your FreeAgent account to Formaloo 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 Formaloo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation from new Formaloo submissions?
Yes, you can! Latenode's visual editor makes this easy. Automatically generate FreeAgent invoices when someone submits a new form, saving time and improving accuracy.
What types of tasks can I perform by integrating FreeAgent with Formaloo?
Integrating FreeAgent with Formaloo allows you to perform various tasks, including:
- Create new FreeAgent contacts from new Formaloo submissions.
- Update FreeAgent deals when a Formaloo form is completed.
- Trigger Formaloo notifications upon new FreeAgent invoice creation.
- Automatically generate reports combining data from both apps.
- Analyze Formaloo data and update FreeAgent project statuses.
Can I use JavaScript to customize FreeAgent data in Latenode?
Yes! Latenode supports JavaScript code blocks. Transform FreeAgent data for custom logic and workflows easily.
Are there any limitations to the FreeAgent and Formaloo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript coding.
- Real-time synchronization depends on API rate limits of both services.
- Historical data migration might require manual export and import.
