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How to connect FreeAgent and Ortto
Create a New Scenario to Connect FreeAgent and Ortto
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 Ortto will be your first step. To do this, click "Choose an app," find FreeAgent or Ortto, 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 Ortto Node
Next, click the plus (+) icon on the FreeAgent node, select Ortto from the list of available apps, and choose the action you need from the list of nodes within Ortto.
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Authenticate Ortto
Now, click the Ortto node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Ortto settings. Authentication allows you to use Ortto through Latenode.
Configure the FreeAgent and Ortto 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 Ortto 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, Ortto, 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 Ortto integration works as expected. Depending on your setup, data should flow between FreeAgent and Ortto (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 Ortto
FreeAgent + Ortto + Slack: When a new invoice is created in FreeAgent, this automation creates or updates the contact in Ortto. Then, a message is sent to a Slack channel to notify the sales team about the new invoice and updated contact information.
Ortto + FreeAgent + Google Sheets: When a new contact is added in Ortto, this automation creates a corresponding customer entry in FreeAgent. The customer's details are then added as a new row in a specified Google Sheet for reporting purposes.
FreeAgent and Ortto 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 Ortto
Use Ortto in Latenode to automate personalized marketing campaigns. Trigger emails, SMS, or push notifications based on real-time data from any source. Segment users and update profiles dynamically within Latenode workflows, responding instantly to behavior. Improve engagement by connecting Ortto's segmentation to your Latenode data pipelines.
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FAQ FreeAgent and Ortto
How can I connect my FreeAgent account to Ortto using Latenode?
To connect your FreeAgent account to Ortto 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 Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation based on Ortto events?
Yes, Latenode lets you trigger FreeAgent invoice creation from Ortto events. This helps automate billing, ensuring accurate and timely invoicing based on customer actions.
What types of tasks can I perform by integrating FreeAgent with Ortto?
Integrating FreeAgent with Ortto allows you to perform various tasks, including:
- Create new FreeAgent contacts from Ortto form submissions.
- Update FreeAgent deals when a contact reaches a milestone in Ortto.
- Send personalized Ortto messages based on FreeAgent invoice status.
- Trigger FreeAgent invoice reminders from Ortto engagement data.
- Add Ortto contacts to FreeAgent based on purchase history.
How do I handle currency differences between FreeAgent and Ortto?
Latenode provides JavaScript blocks to convert currencies, ensuring smooth data transfer between FreeAgent and Ortto, avoiding any discrepancies.
Are there any limitations to the FreeAgent and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data sync is not supported; only new data will be synced.
- Complex custom fields in FreeAgent may require custom JavaScript mapping.
- Rate limits apply to both FreeAgent and Ortto APIs.
