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How to connect FreeAgent and LeadMagic
Create a New Scenario to Connect FreeAgent and LeadMagic
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 LeadMagic will be your first step. To do this, click "Choose an app," find FreeAgent or LeadMagic, 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 LeadMagic Node
Next, click the plus (+) icon on the FreeAgent node, select LeadMagic from the list of available apps, and choose the action you need from the list of nodes within LeadMagic.
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Authenticate LeadMagic
Now, click the LeadMagic node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your LeadMagic settings. Authentication allows you to use LeadMagic through Latenode.
Configure the FreeAgent and LeadMagic 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 LeadMagic 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, LeadMagic, 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 LeadMagic integration works as expected. Depending on your setup, data should flow between FreeAgent and LeadMagic (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 LeadMagic
LeadMagic + FreeAgent + Slack: When a new lead is identified in LeadMagic, create a contact in FreeAgent and notify the sales team in Slack about the new lead.
LeadMagic + FreeAgent + Google Sheets: Capture new leads in LeadMagic using profile search, automatically create a contact in FreeAgent, and log the lead's information in Google Sheets.
FreeAgent and LeadMagic 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 LeadMagic
Use LeadMagic inside Latenode to automate lead generation and outreach. Qualify leads, enrich data, and trigger personalized follow-ups based on behavior. Latenode’s visual editor makes it easy to build complex workflows, scale your outreach, and connect to other tools without code.
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See how Latenode works
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FAQ FreeAgent and LeadMagic
How can I connect my FreeAgent account to LeadMagic using Latenode?
To connect your FreeAgent account to LeadMagic 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 LeadMagic accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation upon new lead capture?
Yes, you can! Latenode lets you auto-generate FreeAgent invoices when new leads are captured in LeadMagic, saving time. Plus, easily customize the process with JavaScript steps.
What types of tasks can I perform by integrating FreeAgent with LeadMagic?
Integrating FreeAgent with LeadMagic allows you to perform various tasks, including:
- Create FreeAgent invoices automatically when a lead reaches a specific stage.
- Update LeadMagic lead details when a payment is received in FreeAgent.
- Send personalized thank-you emails via LeadMagic after FreeAgent payment.
- Track lead conversion rates and revenue directly within a single workflow.
- Automatically add new LeadMagic contacts as clients in FreeAgent.
How can I use FreeAgent data to segment leads in LeadMagic?
Latenode’s no-code blocks let you easily sync FreeAgent financial data with LeadMagic. Use this data for advanced lead segmentation and personalized outreach.
Are there any limitations to the FreeAgent and LeadMagic integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API request limits of both apps.
- Complex financial calculations require JavaScript nodes for advanced logic.
- Initial setup requires basic familiarity with FreeAgent and LeadMagic APIs.
