.svg){kind=icon}
How to connect FreeAgent and NoCRM
Create a New Scenario to Connect FreeAgent and NoCRM
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 NoCRM will be your first step. To do this, click "Choose an app," find FreeAgent or NoCRM, 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.
+
1
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 NoCRM Node
Next, click the plus (+) icon on the FreeAgent node, select NoCRM from the list of available apps, and choose the action you need from the list of nodes within NoCRM.
1
FreeAgent
⚙
+
2
NoCRM
Authenticate NoCRM
Now, click the NoCRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your NoCRM settings. Authentication allows you to use NoCRM through Latenode.
Configure the FreeAgent and NoCRM 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 NoCRM 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
NoCRM
1
Trigger on Webhook
⚙
2
FreeAgent
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring FreeAgent, NoCRM, 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 NoCRM integration works as expected. Depending on your setup, data should flow between FreeAgent and NoCRM (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 NoCRM
NoCRM + FreeAgent + Slack: When a lead's status changes to 'Closed' in NoCRM, an invoice is automatically created in FreeAgent. A notification is then sent to a designated Slack channel to inform the sales team of the new invoice.
NoCRM + FreeAgent + Google Sheets: When a new lead is created in NoCRM, its details, along with the corresponding invoice information created in FreeAgent, are added as a new row in a Google Sheet for reporting and tracking.
FreeAgent and NoCRM 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.
Related categories
About NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ FreeAgent and NoCRM
How can I connect my FreeAgent account to NoCRM using Latenode?
To connect your FreeAgent account to NoCRM 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 NoCRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation upon deal closure?
Yes, you can! Latenode enables automated workflows, instantly triggering invoice creation in FreeAgent when a deal closes in NoCRM, saving time and reducing manual errors.
What types of tasks can I perform by integrating FreeAgent with NoCRM?
Integrating FreeAgent with NoCRM allows you to perform various tasks, including:
- Automatically creating a FreeAgent contact from a new NoCRM lead.
- Updating FreeAgent projects when a NoCRM deal reaches a specific stage.
- Generating sales reports by combining FreeAgent financial data and NoCRM sales data.
- Triggering a FreeAgent invoice when a deal is won in NoCRM.
- Sending payment reminders based on FreeAgent invoice status updates to NoCRM.
What FreeAgent data can I access through Latenode workflows?
Latenode gives access to contacts, invoices, projects, and other FreeAgent data, enabling powerful automation using code or AI steps.
Are there any limitations to the FreeAgent and NoCRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in NoCRM might require JavaScript for full integration.
- API rate limits of FreeAgent and NoCRM may affect high-volume data transfers.
- Real-time synchronization depends on the polling interval set in your workflow.
