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How to connect FreeAgent and Moco
Create a New Scenario to Connect FreeAgent and Moco
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 Moco will be your first step. To do this, click "Choose an app," find FreeAgent or Moco, 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 Moco Node
Next, click the plus (+) icon on the FreeAgent node, select Moco from the list of available apps, and choose the action you need from the list of nodes within Moco.
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Authenticate Moco
Now, click the Moco node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Moco settings. Authentication allows you to use Moco through Latenode.
Configure the FreeAgent and Moco 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 Moco 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, Moco, 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 Moco integration works as expected. Depending on your setup, data should flow between FreeAgent and Moco (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 Moco
Moco + FreeAgent + Slack: When a new event is triggered in Moco, if it involves a new project, and there are corresponding updates in FreeAgent related to budget details, a notification is sent to project managers in Slack.
Moco + FreeAgent + Google Sheets: Logs project time entries from Moco and expenses from FreeAgent into a Google Sheet for consolidated reporting.
FreeAgent and Moco 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 Moco
Use Moco in Latenode to track time and expenses. Automate reporting, invoice creation, and project budget monitoring. Connect Moco to accounting or CRM systems for streamlined financial workflows. Build flexible, customized solutions without code, and scale automations as your business grows inside Latenode's visual environment.
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See how Latenode works
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FAQ FreeAgent and Moco
How can I connect my FreeAgent account to Moco using Latenode?
To connect your FreeAgent account to Moco 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 Moco accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update project status based on time entries?
Yes, you can! Latenode enables real-time updates between FreeAgent and Moco with advanced logic, ensuring projects stay aligned and saving you manual data entry.
What types of tasks can I perform by integrating FreeAgent with Moco?
Integrating FreeAgent with Moco allows you to perform various tasks, including:
- Automatically creating new Moco projects from FreeAgent clients.
- Syncing project budgets between FreeAgent and Moco in real-time.
- Generating invoices in FreeAgent based on Moco time entries.
- Tracking employee time across both FreeAgent and Moco platforms.
- Creating detailed reports combining financial and project data.
HowsecureisFreeAgentMocoauthenticationinLatenode?
Latenode uses OAuth 2.0 for secure authentication. Your FreeAgent and Moco credentials are encrypted and never stored on our servers.
Are there any limitations to the FreeAgent and Moco integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration between FreeAgent and Moco might require manual setup.
- Complex custom fields in FreeAgent may need custom JavaScript mapping.
- High-volume data syncing can be subject to API rate limits.
