How to connect FreeAgent and Ocean.io
Create a New Scenario to Connect FreeAgent and Ocean.io
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 Ocean.io will be your first step. To do this, click "Choose an app," find FreeAgent or Ocean.io, 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 Ocean.io Node
Next, click the plus (+) icon on the FreeAgent node, select Ocean.io from the list of available apps, and choose the action you need from the list of nodes within Ocean.io.


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Ocean.io

Authenticate Ocean.io
Now, click the Ocean.io node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Ocean.io settings. Authentication allows you to use Ocean.io through Latenode.
Configure the FreeAgent and Ocean.io 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 Ocean.io 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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AI Anthropic Claude 3
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Ocean.io
Trigger on Webhook
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FreeAgent
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Webhook response

Save and Activate the Scenario
After configuring FreeAgent, Ocean.io, 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 Ocean.io integration works as expected. Depending on your setup, data should flow between FreeAgent and Ocean.io (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 Ocean.io
Ocean.io + FreeAgent + Slack: When Ocean.io identifies a new lead, this flow checks if they exist as a customer in FreeAgent. If a new customer is found, a notification is sent to a designated Slack channel.
Ocean.io + FreeAgent + HubSpot: When Ocean.io identifies a promising lead via search, the flow checks if the lead exists as a customer in FreeAgent. If the lead is not a FreeAgent customer, a new contact is created in HubSpot for further marketing engagement.
FreeAgent and Ocean.io 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 Ocean.io
Use Ocean.io in Latenode to enrich lead data and target outreach. Identify ideal customer profiles automatically and pass qualified leads into your CRM or sales sequences. Latenode lets you add custom logic, filter leads, and trigger actions based on Ocean.io insights, creating scalable lead gen workflows without code.
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See how Latenode works
FAQ FreeAgent and Ocean.io
How can I connect my FreeAgent account to Ocean.io using Latenode?
To connect your FreeAgent account to Ocean.io 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 Ocean.io accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate lead data from Ocean.io into FreeAgent?
Yes, you can! Latenode lets you seamlessly transfer lead data, enriching FreeAgent with Ocean.io's insights for better sales and marketing alignment.
What types of tasks can I perform by integrating FreeAgent with Ocean.io?
Integrating FreeAgent with Ocean.io allows you to perform various tasks, including:
- Automatically creating new FreeAgent contacts from qualified Ocean.io leads.
- Updating FreeAgent contact details with enriched data from Ocean.io profiles.
- Triggering FreeAgent invoices based on Ocean.io lead stage progression.
- Syncing Ocean.io company data with corresponding FreeAgent customer records.
- Sending custom FreeAgent notifications when specific Ocean.io lead events occur.
How secure is my FreeAgent data when using Latenode?
Latenode uses industry-standard security protocols to ensure your FreeAgent data is protected during integration and workflow execution.
Are there any limitations to the FreeAgent and Ocean.io integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration may require custom configuration due to API limits.
- Complex data transformations might necessitate JavaScript coding in Latenode.
- Rate limits imposed by FreeAgent and Ocean.io APIs may affect high-volume workflows.