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How to connect FreeAgent and Instantly
Create a New Scenario to Connect FreeAgent and Instantly
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 Instantly will be your first step. To do this, click "Choose an app," find FreeAgent or Instantly, 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 Instantly Node
Next, click the plus (+) icon on the FreeAgent node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the FreeAgent and Instantly 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 Instantly 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, Instantly, 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 Instantly integration works as expected. Depending on your setup, data should flow between FreeAgent and Instantly (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 Instantly
FreeAgent + Instantly + Google Sheets: When a new invoice is created in FreeAgent, a lead is created in Instantly. The lead information is then added to a Google Sheets spreadsheet for tracking.
Instantly + FreeAgent + Slack: When a new lead is created in Instantly, this automation checks to see if they become a new user in FreeAgent. When a new user is created in FreeAgent, a message is sent to a Slack channel alerting the team.
FreeAgent and Instantly 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 Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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See how Latenode works
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FAQ FreeAgent and Instantly
How can I connect my FreeAgent account to Instantly using Latenode?
To connect your FreeAgent account to Instantly 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 Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation from new Instantly leads?
Yes, you can! Latenode allows you to automatically create FreeAgent invoices from new leads captured in Instantly, streamlining your billing process and saving time.
What types of tasks can I perform by integrating FreeAgent with Instantly?
Integrating FreeAgent with Instantly allows you to perform various tasks, including:
- Create FreeAgent invoices from new leads generated in Instantly campaigns.
- Update FreeAgent contact details based on Instantly profile information.
- Trigger Instantly email sequences when invoices are paid in FreeAgent.
- Log Instantly campaign performance data into FreeAgent project notes.
- Automatically reconcile campaign costs from Instantly with FreeAgent expenses.
HowsecureisFreeAgentdatawhenintegratedviaLatenode?
LatenodeemploysrobustsecuritymeasurestoensureyourFreeAgentdataisprotectedduringintegration,includingencryptionandsecureauthenticationprotocols.
Are there any limitations to the FreeAgent and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex FreeAgent reporting features may require custom JavaScript for full integration.
- Initial data synchronization may take time depending on the volume of records.
- Instantly's API rate limits can impact real-time data transfer volume.
