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How to connect FreeAgent and JustCall
Create a New Scenario to Connect FreeAgent and JustCall
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 JustCall will be your first step. To do this, click "Choose an app," find FreeAgent or JustCall, 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 JustCall Node
Next, click the plus (+) icon on the FreeAgent node, select JustCall from the list of available apps, and choose the action you need from the list of nodes within JustCall.
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Authenticate JustCall
Now, click the JustCall node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your JustCall settings. Authentication allows you to use JustCall through Latenode.
Configure the FreeAgent and JustCall 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 JustCall 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, JustCall, 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 JustCall integration works as expected. Depending on your setup, data should flow between FreeAgent and JustCall (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 JustCall
JustCall + FreeAgent + Slack: When a call is missed in JustCall, fetch contact details. Then, retrieve financial information from FreeAgent and send a Slack notification.
JustCall + FreeAgent + HubSpot: When a new contact is created in JustCall, create a corresponding contact in FreeAgent. Then, update or create the same contact in HubSpot.
FreeAgent and JustCall 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 JustCall
Use JustCall in Latenode to automate call workflows: trigger calls based on CRM updates, send SMS follow-ups, and log call data. Latenode adds visual flow control, custom logic, and data enrichment missing in basic JustCall setups. Create complex, scalable call-centric processes with no-code tools and flexible JavaScript.
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See how Latenode works
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FAQ FreeAgent and JustCall
How can I connect my FreeAgent account to JustCall using Latenode?
To connect your FreeAgent account to JustCall 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 JustCall accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update FreeAgent invoices after JustCall payments?
Yes, you can! Latenode allows you to create automated workflows that update FreeAgent invoices based on payment events in JustCall, streamlining your accounting and saving time.
What types of tasks can I perform by integrating FreeAgent with JustCall?
Integrating FreeAgent with JustCall allows you to perform various tasks, including:
- Create FreeAgent contacts from new JustCall call recordings.
- Update FreeAgent tasks when a JustCall SMS campaign is completed.
- Log JustCall call details as notes against FreeAgent contacts.
- Trigger JustCall SMS messages when a new FreeAgent invoice is created.
- Send payment reminders via JustCall based on FreeAgent invoice due dates.
How do I handle errors in FreeAgent integrations with Latenode?
Latenode provides built-in error handling for FreeAgent integrations, allowing you to monitor and automatically retry failed tasks, ensuring data consistency.
Are there any limitations to the FreeAgent and JustCall integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex FreeAgent custom fields might require advanced configuration.
- Real-time data synchronization depends on the API limits of both FreeAgent and JustCall.
- Historical data migration may require a separate, dedicated workflow.
