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How to connect FreeAgent and Lark
Create a New Scenario to Connect FreeAgent and Lark
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 Lark will be your first step. To do this, click "Choose an app," find FreeAgent or Lark, 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 Lark Node
Next, click the plus (+) icon on the FreeAgent node, select Lark from the list of available apps, and choose the action you need from the list of nodes within Lark.
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Authenticate Lark
Now, click the Lark node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Lark settings. Authentication allows you to use Lark through Latenode.
Configure the FreeAgent and Lark 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 Lark 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, Lark, 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 Lark integration works as expected. Depending on your setup, data should flow between FreeAgent and Lark (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 Lark
FreeAgent + Lark + Slack: When a new invoice is created in FreeAgent, find users in Lark by email associated with the invoice, then send a Slack message to a designated channel alerting the team.
FreeAgent + Google Sheets + Lark: When a new invoice is created in FreeAgent, add a new row to a Google Sheet to track expenses. Then send a message to a Lark group chat summarizing the new expense report.
FreeAgent and Lark 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 Lark
Use Lark within Latenode to centralize team comms & automate notifications based on workflow triggers. Aggregate messages, streamline approvals, and post updates to specific channels. Benefit from Latenode's visual editor and logic tools for advanced routing that keeps everyone informed and aligned.
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See how Latenode works
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FAQ FreeAgent and Lark
How can I connect my FreeAgent account to Lark using Latenode?
To connect your FreeAgent account to Lark 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 Lark accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically post FreeAgent invoices to a Lark channel?
Yes, you can! Latenode allows you to create custom workflows to automate this process. This ensures your team is always up-to-date on the latest financial information, improving visibility and collaboration.
What types of tasks can I perform by integrating FreeAgent with Lark?
Integrating FreeAgent with Lark allows you to perform various tasks, including:
- Send Lark channel messages for new FreeAgent invoices.
- Post FreeAgent contact updates to specific Lark groups.
- Create Lark tasks from new FreeAgent expenses.
- Share FreeAgent reports automatically in Lark channels.
- Notify Lark users of upcoming FreeAgent payment deadlines.
Can I use JavaScript to transform FreeAgent data before sending it to Lark?
Yes, Latenode’s JavaScript blocks enable you to transform and format FreeAgent data before it reaches Lark, giving you granular control over data presentation.
Are there any limitations to the FreeAgent and Lark integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration is not supported directly.
- Complex FreeAgent report customization requires JavaScript knowledge.
- Lark message formatting is limited to Lark's supported syntax.
