

90% cheaper with Latenode
AI agent that builds your workflows for you
Hundreds of apps to connect
Automatically populate contracts in pdfFiller from FreeAgent invoices. Latenode's visual editor makes it easier to map data and add custom logic. Scale document workflows affordably by paying only for execution time.
Connect FreeAgent and pdfFiller in minutes with Latenode.
Create FreeAgent to pdfFiller workflow
Start for free
Automate your workflow
Swap Apps
FreeAgent
pdfFiller
No credit card needed
Without restriction
Create a New Scenario to Connect FreeAgent and pdfFiller
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ 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 pdfFiller will be your first step. To do this, click "Choose an app," find FreeAgent or pdfFiller, 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 pdfFiller Node
Next, click the plus (+) icon on the FreeAgent node, select pdfFiller from the list of available apps, and choose the action you need from the list of nodes within pdfFiller.
FreeAgent
โ
pdfFiller
Authenticate pdfFiller
Now, click the pdfFiller node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your pdfFiller settings. Authentication allows you to use pdfFiller through Latenode.
Configure the FreeAgent and pdfFiller 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 pdfFiller Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
โ
AI Anthropic Claude 3
โ
pdfFiller
Trigger on Webhook
โ
FreeAgent
โ
โ
Iterator
โ
Webhook response
Save and Activate the Scenario
After configuring FreeAgent, pdfFiller, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the FreeAgent and pdfFiller integration works as expected. Depending on your setup, data should flow between FreeAgent and pdfFiller (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
FreeAgent + pdfFiller + Slack: When a new invoice is created in FreeAgent, automatically generate a fillable PDF document using pdfFiller. Then, send a message with a link to this document to a designated Slack channel for approval.
pdfFiller + FreeAgent + Google Sheets: Upon a new filled form submission in pdfFiller, the automation updates customer details and invoice status in FreeAgent and then logs the completed form details, including a link to the document, in a Google Sheet.
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 pdfFiller
Automate PDF workflows with pdfFiller in Latenode. Fill, sign, and edit PDFs automatically as part of larger processes. Need to pre-fill contracts from a database, route signed documents to storage, or update records based on PDF content? Integrate pdfFiller into Latenode for scalable, no-code automation without per-step fees, and add custom logic if needed.
Related categories
How can I connect my FreeAgent account to pdfFiller using Latenode?
To connect your FreeAgent account to pdfFiller on Latenode, follow these steps:
Can I automatically archive FreeAgent invoices as PDF/A?
Yes, using Latenode you can automatically archive FreeAgent invoices in pdfFiller as PDF/A. This ensures long-term document preservation, making audits and compliance easier.
What types of tasks can I perform by integrating FreeAgent with pdfFiller?
Integrating FreeAgent with pdfFiller allows you to perform various tasks, including:
Can I use custom JavaScript to enhance my FreeAgent pdfFiller workflows?
Yes! Latenode allows custom JavaScript to transform data, manipulate files, and add advanced logic beyond basic FreeAgent pdfFiller actions.
Are there any limitations to the FreeAgent and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: