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How to connect FreeAgent and pdfFiller
Create a New Scenario to Connect FreeAgent and pdfFiller
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 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.
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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 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.
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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:
- 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, pdfFiller, 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 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.
Most powerful ways to connect FreeAgent and pdfFiller
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.
FreeAgent and pdfFiller 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 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.
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FAQ FreeAgent and pdfFiller
How can I connect my FreeAgent account to pdfFiller using Latenode?
To connect your FreeAgent account to pdfFiller 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 pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Automatically saving new FreeAgent invoices into pdfFiller for archiving.
- Generating contracts in pdfFiller populated with data from FreeAgent contacts.
- Creating and sending templated payment reminders via pdfFiller using FreeAgent data.
- Storing signed agreements from pdfFiller directly within relevant FreeAgent records.
- Triggering invoice generation in FreeAgent based on completed pdfFiller forms.
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:
- Real-time synchronization might be subject to API call limits of both FreeAgent and pdfFiller.
- Complex document formatting within pdfFiller may require advanced configuration.
- Custom field mappings might need adjustment if FreeAgent or pdfFiller API specifications change.
