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How to connect FreeAgent and Formstack
Create a New Scenario to Connect FreeAgent and Formstack
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 Formstack will be your first step. To do this, click "Choose an app," find FreeAgent or Formstack, 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 Formstack Node
Next, click the plus (+) icon on the FreeAgent node, select Formstack from the list of available apps, and choose the action you need from the list of nodes within Formstack.
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Authenticate Formstack
Now, click the Formstack node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formstack settings. Authentication allows you to use Formstack through Latenode.
Configure the FreeAgent and Formstack 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 Formstack 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, Formstack, 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 Formstack integration works as expected. Depending on your setup, data should flow between FreeAgent and Formstack (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 Formstack
Formstack + FreeAgent + Slack: When a new submission is received in Formstack, a new client is created in FreeAgent. Then, a Slack notification is sent to a channel to inform the team about the new client.
Formstack + FreeAgent + Google Sheets: When a new submission is received in Formstack, a new client is created in FreeAgent. The submission data from Formstack and the new FreeAgent client data are then logged in a Google Sheet.
FreeAgent and Formstack 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 Formstack
Use Formstack with Latenode to capture data via forms and automatically trigger workflows. Update databases, send notifications, or create documents based on submissions. Latenode adds logic, routing, and integrations to scale Formstack beyond simple data collection with visual tools and custom code.
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See how Latenode works
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FAQ FreeAgent and Formstack
How can I connect my FreeAgent account to Formstack using Latenode?
To connect your FreeAgent account to Formstack 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 Formstack accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create invoices from new form submissions?
Yes, you can! Latenode lets you trigger FreeAgent invoice creation when a new Formstack form is submitted. Automate bookkeeping and save time with custom logic and data transformations.
What types of tasks can I perform by integrating FreeAgent with Formstack?
Integrating FreeAgent with Formstack allows you to perform various tasks, including:
- Create new FreeAgent contacts from Formstack submissions.
- Update FreeAgent projects when a new form is filled.
- Generate invoices in FreeAgent based on submitted form data.
- Send form submission data to FreeAgent for detailed reporting.
- Trigger follow-up actions in Formstack based on FreeAgent data.
What FreeAgent data can I access within Latenode workflows?
Latenode lets you access contacts, invoices, projects, and other data. Use JavaScript blocks to transform data as needed or incorporate AI steps.
Are there any limitations to the FreeAgent and Formstack integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by FreeAgent and Formstack APIs may affect high-volume workflows.
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the polling interval configured.
