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How to connect FreeAgent and Gravity Forms
Create a New Scenario to Connect FreeAgent and Gravity Forms
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 Gravity Forms will be your first step. To do this, click "Choose an app," find FreeAgent or Gravity Forms, 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 Gravity Forms Node
Next, click the plus (+) icon on the FreeAgent node, select Gravity Forms from the list of available apps, and choose the action you need from the list of nodes within Gravity Forms.
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Authenticate Gravity Forms
Now, click the Gravity Forms node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Gravity Forms settings. Authentication allows you to use Gravity Forms through Latenode.
Configure the FreeAgent and Gravity Forms 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 Gravity Forms 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, Gravity Forms, 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 Gravity Forms integration works as expected. Depending on your setup, data should flow between FreeAgent and Gravity Forms (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 Gravity Forms
Gravity Forms + FreeAgent + Slack: When a new form is submitted via Gravity Forms, a new contact is created in FreeAgent, and a notification is sent to a Slack channel.
Gravity Forms + Google Sheets + FreeAgent: Log new Gravity Forms submissions to a Google Sheet and create a new customer record in FreeAgent.
FreeAgent and Gravity Forms 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 Gravity Forms
Use Gravity Forms with Latenode to automate form data processing. Capture submissions, then trigger actions like sending emails, updating databases, or creating tasks in other apps. Enhance form data with AI, format it with JavaScript, and automate complex workflows without code — all inside Latenode's visual builder.
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See how Latenode works
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FAQ FreeAgent and Gravity Forms
How can I connect my FreeAgent account to Gravity Forms using Latenode?
To connect your FreeAgent account to Gravity Forms 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 Gravity Forms accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation from form submissions?
Yes, you can! Latenode lets you automatically create FreeAgent invoices from new Gravity Forms submissions. This saves time and ensures prompt billing for your services.
What types of tasks can I perform by integrating FreeAgent with Gravity Forms?
Integrating FreeAgent with Gravity Forms allows you to perform various tasks, including:
- Automatically create FreeAgent contacts from new Gravity Forms submissions.
- Generate invoices in FreeAgent when a Gravity Forms order is submitted.
- Update contact information in FreeAgent based on Gravity Forms updates.
- Trigger FreeAgent project creation from specific Gravity Forms entries.
- Send custom payment reminders via Gravity Forms based on FreeAgent invoice statuses.
Can I use custom JavaScript to transform data between apps?
Yes! Latenode's JavaScript blocks let you manipulate data, adding flexibility beyond standard field mapping for complex transformations.
Are there any limitations to the FreeAgent and Gravity Forms integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on the API availability of both services.
- Complex data transformations might require JavaScript knowledge.
- Large data volumes may impact workflow execution time.
