FreeAgent and OpenPhone Integration

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Automatically log OpenPhone calls as FreeAgent transactions. Using Latenode's visual editor, customize entries with JavaScript, and scale automations affordably by paying only for execution time.

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FreeAgent

OpenPhone

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect FreeAgent and OpenPhone

Create a New Scenario to Connect FreeAgent and OpenPhone

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 OpenPhone will be your first step. To do this, click "Choose an app," find FreeAgent or OpenPhone, 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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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.

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FreeAgent

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Connect FreeAgent

Sign In

Run node once

Add the OpenPhone Node

Next, click the plus (+) icon on the FreeAgent node, select OpenPhone from the list of available apps, and choose the action you need from the list of nodes within OpenPhone.

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OpenPhone

Authenticate OpenPhone

Now, click the OpenPhone node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OpenPhone settings. Authentication allows you to use OpenPhone through Latenode.

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FreeAgent

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OpenPhone

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Connection *

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Connect OpenPhone

Sign In

Run node once

Configure the FreeAgent and OpenPhone Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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OpenPhone Oauth 2.0

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Select an action *

Select

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The action ID

Run node once

Set Up the FreeAgent and OpenPhone 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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OpenPhone

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Iterator

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Webhook response

Save and Activate the Scenario

After configuring FreeAgent, OpenPhone, 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 OpenPhone integration works as expected. Depending on your setup, data should flow between FreeAgent and OpenPhone (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 OpenPhone

FreeAgent + Slack: When a new invoice is created in FreeAgent, a message is sent to a designated Slack channel to notify the team.

OpenPhone + FreeAgent + Google Sheets: When a new call event is logged in OpenPhone, the details are added to a Google Sheet, along with relevant invoice information from FreeAgent for tracking and analysis.

FreeAgent and OpenPhone 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 OpenPhone

Use OpenPhone in Latenode to automate SMS and call workflows. Log activities, trigger actions based on call outcomes, and sync data to CRMs. By using Latenode, you orchestrate OpenPhone within complex workflows, adding logic and integrations not available in OpenPhone alone. Scale customer communication using no-code tools and AI.

See how Latenode works

FAQ FreeAgent and OpenPhone

How can I connect my FreeAgent account to OpenPhone using Latenode?

To connect your FreeAgent account to OpenPhone 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 OpenPhone accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically log OpenPhone call details in FreeAgent?

Yes, you can! Latenode's visual editor makes it easy to automate logging call details. Keep FreeAgent updated without manual data entry, improving efficiency.

What types of tasks can I perform by integrating FreeAgent with OpenPhone?

Integrating FreeAgent with OpenPhone allows you to perform various tasks, including:

  • Create new FreeAgent contacts from OpenPhone call logs.
  • Update FreeAgent contact details based on OpenPhone interactions.
  • Log OpenPhone call durations as billable time in FreeAgent.
  • Send SMS messages via OpenPhone when a FreeAgent invoice is overdue.
  • Trigger OpenPhone calls when a new transaction is recorded in FreeAgent.

How does Latenode handle FreeAgent's rate limits?

Latenode intelligently manages API calls to FreeAgent, preventing rate limit issues. Plus, scale your workflows with robust error handling.

Are there any limitations to the FreeAgent and OpenPhone integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Real-time data synchronization depends on the API update frequency of both services.
  • Complex conditional logic may require JavaScript knowledge within Latenode.
  • Historical data migration between FreeAgent and OpenPhone might require custom scripting.

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