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How to connect FreeAgent and Paperform
Create a New Scenario to Connect FreeAgent and Paperform
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 Paperform will be your first step. To do this, click "Choose an app," find FreeAgent or Paperform, 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 Paperform Node
Next, click the plus (+) icon on the FreeAgent node, select Paperform from the list of available apps, and choose the action you need from the list of nodes within Paperform.
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Authenticate Paperform
Now, click the Paperform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Paperform settings. Authentication allows you to use Paperform through Latenode.
Configure the FreeAgent and Paperform 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 Paperform 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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Save and Activate the Scenario
After configuring FreeAgent, Paperform, 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 Paperform integration works as expected. Depending on your setup, data should flow between FreeAgent and Paperform (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 Paperform
FreeAgent + Paperform + Slack: When a new expense is logged in FreeAgent, the workflow retrieves associated form data from Paperform using a specific form ID and then sends a notification in a designated Slack channel.
Paperform + FreeAgent + Google Sheets: Upon submission of a new form in Paperform, the workflow creates a new contact in FreeAgent and then logs the submission data, including contact details, into a Google Sheets spreadsheet.
FreeAgent and Paperform 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 Paperform
Automate form data handling with Paperform and Latenode. Collect responses and trigger follow-up actions: add leads to your CRM, create tasks in project management tools, or generate personalized documents. Latenode lets you process Paperform submissions with flexible logic, AI, and direct API integrations to scale your workflows without code.
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FAQ FreeAgent and Paperform
How can I connect my FreeAgent account to Paperform using Latenode?
To connect your FreeAgent account to Paperform 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 Paperform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create FreeAgent projects from new Paperform submissions?
Yes, you can! Latenode enables this automation, ensuring new Paperform entries instantly trigger project creation in FreeAgent. This saves time and ensures accurate project setup.
What types of tasks can I perform by integrating FreeAgent with Paperform?
Integrating FreeAgent with Paperform allows you to perform various tasks, including:
- Create new FreeAgent contacts from new Paperform submissions.
- Update FreeAgent projects when Paperform submissions are edited.
- Send invoices in FreeAgent based on completed Paperform orders.
- Track project hours in FreeAgent based on Paperform time entries.
- Generate detailed reports combining data from both platforms.
Can I use custom fields from FreeAgent within my Paperform forms?
Yes! Latenode allows you to map FreeAgent's custom fields directly into Paperform, providing seamless data transfer and enhanced form customization.
Are there any limitations to the FreeAgent and Paperform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on the API request limits of both platforms.
- Complex conditional logic might require custom JavaScript code.
- Some advanced FreeAgent features might not have direct equivalents in Paperform.
