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How to connect FreeAgent and Nimble
Create a New Scenario to Connect FreeAgent and Nimble
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 Nimble will be your first step. To do this, click "Choose an app," find FreeAgent or Nimble, 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 Nimble Node
Next, click the plus (+) icon on the FreeAgent node, select Nimble from the list of available apps, and choose the action you need from the list of nodes within Nimble.
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Authenticate Nimble
Now, click the Nimble node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Nimble settings. Authentication allows you to use Nimble through Latenode.
Configure the FreeAgent and Nimble 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 Nimble 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, Nimble, 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 Nimble integration works as expected. Depending on your setup, data should flow between FreeAgent and Nimble (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 Nimble
FreeAgent + Nimble + Slack: When a new invoice is created in FreeAgent, a corresponding contact is created in Nimble if one doesn't already exist, and a Slack notification is sent to a designated channel.
Nimble + FreeAgent + Google Sheets: When a new contact is added in Nimble, an invoice is created in FreeAgent, and the invoice details are added to a Google Sheets spreadsheet for tracking purposes.
FreeAgent and Nimble 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 Nimble
Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter automation.
Similar apps
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See how Latenode works
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FAQ FreeAgent and Nimble
How can I connect my FreeAgent account to Nimble using Latenode?
To connect your FreeAgent account to Nimble 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 Nimble accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Nimble contacts with FreeAgent invoices?
Yes, you can! Latenode allows real-time updates to Nimble using FreeAgent data. Keep contact information current, improving sales efficiency and customer relationship management.
What types of tasks can I perform by integrating FreeAgent with Nimble?
Integrating FreeAgent with Nimble allows you to perform various tasks, including:
- Create new Nimble contacts from new FreeAgent clients automatically.
- Update contact details in Nimble when FreeAgent client information changes.
- Log FreeAgent invoice payments as notes on Nimble contact records.
- Trigger Nimble sales activities when a new FreeAgent invoice is issued.
- Generate custom reports combining financial and CRM data in Latenode.
Can I use custom JavaScript to transform data between FreeAgent and Nimble?
Yes! Latenode allows you to use JavaScript code blocks to transform data, giving you ultimate control over data mapping and manipulation.
Are there any limitations to the FreeAgent and Nimble integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time updates depend on the API request limits of FreeAgent and Nimble.
- Complex data transformations may require advanced JavaScript coding skills.
- Initial setup requires valid FreeAgent and Nimble API credentials.
