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How to connect FreeAgent and Lemlist
Create a New Scenario to Connect FreeAgent and Lemlist
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 Lemlist will be your first step. To do this, click "Choose an app," find FreeAgent or Lemlist, 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 Lemlist Node
Next, click the plus (+) icon on the FreeAgent node, select Lemlist from the list of available apps, and choose the action you need from the list of nodes within Lemlist.
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Authenticate Lemlist
Now, click the Lemlist node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Lemlist settings. Authentication allows you to use Lemlist through Latenode.
Configure the FreeAgent and Lemlist 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 Lemlist 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, Lemlist, 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 Lemlist integration works as expected. Depending on your setup, data should flow between FreeAgent and Lemlist (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 Lemlist
FreeAgent + Lemlist + Slack: When a new invoice is created in FreeAgent, a lead is added to a specific campaign in Lemlist to nurture the client relationship. The sales team is notified in Slack about the new invoice and the ongoing email sequence.
Lemlist + FreeAgent + HubSpot: When a lead engages with a Lemlist campaign by showing activity, find or create a contact in HubSpot to track the lead and create a task in FreeAgent to follow up on the engagement.
FreeAgent and Lemlist 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 Lemlist
Automate personalized outreach with Lemlist inside Latenode. Build flows to trigger email campaigns based on CRM updates or data enrichment. Add conditional logic, use AI to personalize messages, and track results—all visually. Scale outreach without complex code or per-step fees. Use JavaScript for advanced customization.
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See how Latenode works
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FAQ FreeAgent and Lemlist
How can I connect my FreeAgent account to Lemlist using Latenode?
To connect your FreeAgent account to Lemlist 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 Lemlist accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update FreeAgent with new Lemlist leads?
Yes, you can! Latenode lets you sync new leads generated in Lemlist to FreeAgent automatically, saving time and ensuring accurate records. Use our visual editor with zero code!
What types of tasks can I perform by integrating FreeAgent with Lemlist?
Integrating FreeAgent with Lemlist allows you to perform various tasks, including:
- Create FreeAgent tasks from positive Lemlist campaign replies.
- Update FreeAgent client data based on Lemlist engagement metrics.
- Log Lemlist email activity against FreeAgent contact records.
- Trigger Lemlist campaigns based on new FreeAgent invoices.
- Send payment reminders via Lemlist for overdue FreeAgent invoices.
How secure is my FreeAgent data when using Latenode?
Latenode employs robust security measures, including encryption and secure authentication, to protect your FreeAgent data. We adhere to industry best practices.
Are there any limitations to the FreeAgent and Lemlist integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization may depend on API rate limits.
- Complex custom fields may require advanced mapping configurations.
- Historical data migration might need separate handling outside Latenode.
