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How to connect FreeAgent and Kommo
Create a New Scenario to Connect FreeAgent and Kommo
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 Kommo will be your first step. To do this, click "Choose an app," find FreeAgent or Kommo, 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 Kommo Node
Next, click the plus (+) icon on the FreeAgent node, select Kommo from the list of available apps, and choose the action you need from the list of nodes within Kommo.
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Authenticate Kommo
Now, click the Kommo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Kommo settings. Authentication allows you to use Kommo through Latenode.
Configure the FreeAgent and Kommo 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 Kommo 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, Kommo, 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 Kommo integration works as expected. Depending on your setup, data should flow between FreeAgent and Kommo (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 Kommo
FreeAgent + Kommo + Slack: When a new invoice is created in FreeAgent, the automation updates the corresponding client's record in Kommo. Subsequently, a notification is sent to the sales team via Slack to keep them informed of the new invoice.
Kommo + FreeAgent + Google Sheets: When a deal is closed in Kommo, the automation will create a corresponding invoice in FreeAgent. The details of the transaction are then added to a designated Google Sheet for record-keeping and analysis.
FreeAgent and Kommo 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 Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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See how Latenode works
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FAQ FreeAgent and Kommo
How can I connect my FreeAgent account to Kommo using Latenode?
To connect your FreeAgent account to Kommo 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 Kommo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation upon new Kommo deal?
Yes, you can! Latenode lets you trigger FreeAgent invoice creation directly from new Kommo deals. Automate tedious tasks and ensure accurate, timely billing, boosting efficiency.
What types of tasks can I perform by integrating FreeAgent with Kommo?
Integrating FreeAgent with Kommo allows you to perform various tasks, including:
- Create FreeAgent projects when a new deal reaches a specific stage in Kommo.
- Update contact information in FreeAgent from Kommo contact updates.
- Send payment reminders from FreeAgent based on Kommo deal status.
- Log FreeAgent expenses automatically upon Kommo deal closure.
- Generate custom financial reports combining data from both platforms.
Can I use custom logic with FreeAgent and Kommo in Latenode?
Yes! Latenode’s JavaScript blocks and AI integration allow complex data transformations and workflow customizations beyond simple data transfer.
Are there any limitations to the FreeAgent and Kommo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API limits of FreeAgent and Kommo.
- Complex data transformations might require JavaScript coding in Latenode.
- Historical data migration between FreeAgent and Kommo needs manual configuration.
