FreeAgent and LiveChat Integration

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Automatically create FreeAgent invoices from LiveChat conversations. Latenode’s visual editor makes custom logic simple, and affordable per-execution pricing ensures scalability as your business grows, using no code or JavaScript.

Swap Apps

FreeAgent

LiveChat

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect FreeAgent and LiveChat

Create a New Scenario to Connect FreeAgent and LiveChat

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 LiveChat will be your first step. To do this, click "Choose an app," find FreeAgent or LiveChat, 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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FreeAgent

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.

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FreeAgent

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Connect FreeAgent

Sign In

Run node once

Add the LiveChat Node

Next, click the plus (+) icon on the FreeAgent node, select LiveChat from the list of available apps, and choose the action you need from the list of nodes within LiveChat.

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LiveChat

Authenticate LiveChat

Now, click the LiveChat node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your LiveChat settings. Authentication allows you to use LiveChat through Latenode.

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LiveChat

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#2 LiveChat

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Connect LiveChat

Sign In

Run node once

Configure the FreeAgent and LiveChat Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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LiveChat Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the FreeAgent and LiveChat 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, LiveChat, 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 LiveChat integration works as expected. Depending on your setup, data should flow between FreeAgent and LiveChat (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 LiveChat

FreeAgent + LiveChat + Slack: When a new contact is added to FreeAgent, a welcome message is sent via LiveChat to engage with the new client. The sales team is then notified in a dedicated Slack channel to follow up.

LiveChat + FreeAgent + Google Sheets: When a chat is deactivated in LiveChat, the transcript and potential customer information are logged into FreeAgent as a new contact, and the contact details are simultaneously tracked in a Google Sheet for reporting and analysis.

FreeAgent and LiveChat 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.

Similar apps

Related categories

About LiveChat

Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and without code.

See how Latenode works

FAQ FreeAgent and LiveChat

How can I connect my FreeAgent account to LiveChat using Latenode?

To connect your FreeAgent account to LiveChat 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 LiveChat accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I get FreeAgent data in LiveChat automatically?

Yes, you can! Latenode allows you to trigger LiveChat events based on FreeAgent data. This creates personalized customer support based on client financial information.

What types of tasks can I perform by integrating FreeAgent with LiveChat?

Integrating FreeAgent with LiveChat allows you to perform various tasks, including:

  • Send new FreeAgent invoice details to LiveChat for agent visibility.
  • Create LiveChat tickets based on overdue invoices in FreeAgent.
  • Update FreeAgent contacts when a LiveChat conversation ends.
  • Trigger FreeAgent tasks when specific chat keywords are detected.
  • Automatically send FreeAgent estimates in LiveChat.

How secure is my FreeAgent data when using Latenode integrations?

Latenode uses secure OAuth connections and encrypts your data. You control data flow, ensuring only necessary information is shared between apps.

Are there any limitations to the FreeAgent and LiveChat integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex FreeAgent reports may require custom JavaScript parsing.
  • LiveChat file attachments cannot directly update FreeAgent records.
  • Historical FreeAgent data migration to LiveChat is not supported.

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