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How to connect FreeAgent and GoCanvas
Create a New Scenario to Connect FreeAgent and GoCanvas
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 GoCanvas will be your first step. To do this, click "Choose an app," find FreeAgent or GoCanvas, 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 GoCanvas Node
Next, click the plus (+) icon on the FreeAgent node, select GoCanvas from the list of available apps, and choose the action you need from the list of nodes within GoCanvas.
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Authenticate GoCanvas
Now, click the GoCanvas node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your GoCanvas settings. Authentication allows you to use GoCanvas through Latenode.
Configure the FreeAgent and GoCanvas 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 GoCanvas 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, GoCanvas, 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 GoCanvas integration works as expected. Depending on your setup, data should flow between FreeAgent and GoCanvas (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 GoCanvas
GoCanvas + FreeAgent + Slack: When a new submission is received in GoCanvas, a new project is created in FreeAgent. A message is then sent to a Slack channel to notify the team.
GoCanvas + FreeAgent + Google Sheets: When a new submission is received in GoCanvas and a new invoice is created in FreeAgent, the data is added as a new row in Google Sheets for reporting.
FreeAgent and GoCanvas 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 GoCanvas
Use GoCanvas with Latenode to automate data capture from mobile forms into your workflows. Integrate field data directly into databases or CRMs. Trigger follow-up actions based on form submissions, like generating reports or sending notifications. Simplify field operations and improve data accuracy inside Latenode’s visual environment.
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See how Latenode works
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FAQ FreeAgent and GoCanvas
How can I connect my FreeAgent account to GoCanvas using Latenode?
To connect your FreeAgent account to GoCanvas 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 GoCanvas accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation after form submission?
Yes, you can! Latenode allows triggering FreeAgent invoice creation directly from GoCanvas form submissions. Automate mundane tasks and boost accounting efficiency.
What types of tasks can I perform by integrating FreeAgent with GoCanvas?
Integrating FreeAgent with GoCanvas allows you to perform various tasks, including:
- Automatically creating FreeAgent invoices from new GoCanvas submissions.
- Updating client details in FreeAgent based on GoCanvas data entries.
- Generating summary reports in FreeAgent from GoCanvas field data.
- Triggering FreeAgent payment reminders after GoCanvas form approvals.
- Logging expenses in FreeAgent based on GoCanvas mileage tracking forms.
HowsecureistheFreeAgentconnectiononLatenode?
Latenode uses secure OAuth to connect to FreeAgent. Your credentials are encrypted and never stored, ensuring safe data transfer and access.
Are there any limitations to the FreeAgent and GoCanvas integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex GoCanvas form structures may require custom JavaScript for full data extraction.
- Real-time data synchronization depends on the API rate limits of both FreeAgent and GoCanvas.
- Historical data migration between the two apps might require manual import/export steps.
