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Automatically create FreeAgent invoices from Loyverse sales data, streamlining accounting. Latenode’s visual editor and affordable pay-by-execution pricing make it easier than ever to manage your sales and finances. Customize with JavaScript when needed.
Connect FreeAgent and Loyverse in minutes with Latenode.
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Create a New Scenario to Connect FreeAgent and Loyverse
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 Loyverse will be your first step. To do this, click "Choose an app," find FreeAgent or Loyverse, 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.
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.
Add the Loyverse Node
Next, click the plus (+) icon on the FreeAgent node, select Loyverse from the list of available apps, and choose the action you need from the list of nodes within Loyverse.
FreeAgent
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Loyverse
Authenticate Loyverse
Now, click the Loyverse node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Loyverse settings. Authentication allows you to use Loyverse through Latenode.
Configure the FreeAgent and Loyverse 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 Loyverse Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Loyverse
Trigger on Webhook
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FreeAgent
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring FreeAgent, Loyverse, 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 Loyverse integration works as expected. Depending on your setup, data should flow between FreeAgent and Loyverse (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Loyverse + FreeAgent + Slack: When a new customer is created or updated in Loyverse, this triggers a contact to be created in FreeAgent. If the total sales amount for that customer reaches a specified threshold (which must be manually defined and updated in FreeAgent), a message will be sent to a designated Slack channel alerting the finance team.
Loyverse + Google Sheets + FreeAgent: Daily, collect Loyverse sales receipt data and add it to a Google Sheet. This allows FreeAgent users to then access, analyze, and report on Loyverse sales trends directly within Google Sheets.
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 Loyverse
Sync Loyverse sales data to your accounting or marketing tools using Latenode. Automate inventory updates based on Loyverse transactions. Trigger custom workflows for customer loyalty programs. Latenode lets you connect Loyverse data to any app without code, adding powerful automation to your POS system.
Related categories
How can I connect my FreeAgent account to Loyverse using Latenode?
To connect your FreeAgent account to Loyverse on Latenode, follow these steps:
Can I automate invoice creation based on Loyverse sales data?
Yes, you can! Latenode allows you to automatically create FreeAgent invoices from Loyverse sales, saving time and ensuring accurate bookkeeping. Leverage no-code or add custom logic with JavaScript.
What types of tasks can I perform by integrating FreeAgent with Loyverse?
Integrating FreeAgent with Loyverse allows you to perform various tasks, including:
How secure is my FreeAgent data when using Latenode integration?
Latenode employs robust security measures, including encryption and secure authentication, to protect your FreeAgent data during integration and workflow execution.
Are there any limitations to the FreeAgent and Loyverse integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: