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How to connect FreeAgent and Mailmodo
Create a New Scenario to Connect FreeAgent and Mailmodo
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 Mailmodo will be your first step. To do this, click "Choose an app," find FreeAgent or Mailmodo, 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 Mailmodo Node
Next, click the plus (+) icon on the FreeAgent node, select Mailmodo from the list of available apps, and choose the action you need from the list of nodes within Mailmodo.
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Authenticate Mailmodo
Now, click the Mailmodo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Mailmodo settings. Authentication allows you to use Mailmodo through Latenode.
Configure the FreeAgent and Mailmodo 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 Mailmodo 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, Mailmodo, 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 Mailmodo integration works as expected. Depending on your setup, data should flow between FreeAgent and Mailmodo (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 Mailmodo
FreeAgent + Mailmodo + Slack: When a new invoice is created in FreeAgent, Mailmodo sends a reminder email campaign to the client. A notification is then sent to a designated Slack channel.
Mailmodo + FreeAgent + Google Sheets: When a Mailmodo campaign is sent, the data is used to update information in Google Sheets combined with FreeAgent sales data.
FreeAgent and Mailmodo 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 Mailmodo
Use Mailmodo in Latenode to automate transactional emails and marketing campaigns directly from your workflows. Trigger personalized emails based on CRM updates, e-commerce events, or data transformations. Latenode lets you control Mailmodo with logic, AI, and custom scripts, while avoiding per-step pricing. Optimize your outreach with a visual builder.
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See how Latenode works
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FAQ FreeAgent and Mailmodo
How can I connect my FreeAgent account to Mailmodo using Latenode?
To connect your FreeAgent account to Mailmodo 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 Mailmodo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger email campaigns from FreeAgent invoice statuses?
Yes, you can! Latenode allows you to trigger Mailmodo campaigns based on FreeAgent invoice status changes, enabling automated follow-ups and improved customer communication.
What types of tasks can I perform by integrating FreeAgent with Mailmodo?
Integrating FreeAgent with Mailmodo allows you to perform various tasks, including:
- Automatically sending personalized invoice reminders via email.
- Creating email campaigns triggered by new FreeAgent contact creation.
- Updating Mailmodo contact lists based on FreeAgent transaction data.
- Sending thank-you emails after successful invoice payments.
- Generating reports on campaign performance related to financial data.
Can I use custom fields from FreeAgent in my Mailmodo emails?
Yes! Latenode supports mapping custom fields, allowing you to personalize Mailmodo emails with FreeAgent data for targeted messaging.
Are there any limitations to the FreeAgent and Mailmodo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex FreeAgent reports may require custom scripting for data transformation.
- Mailmodo's email sending limits apply to campaigns triggered via Latenode.
- Real-time synchronization depends on the API request limits of both FreeAgent and Mailmodo.
