.svg){kind=icon}
How to connect FreeAgent and Pipefy
Create a New Scenario to Connect FreeAgent and Pipefy
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 Pipefy will be your first step. To do this, click "Choose an app," find FreeAgent or Pipefy, 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.
+
1
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 Pipefy Node
Next, click the plus (+) icon on the FreeAgent node, select Pipefy from the list of available apps, and choose the action you need from the list of nodes within Pipefy.
1
FreeAgent
⚙
+
2
Pipefy
Authenticate Pipefy
Now, click the Pipefy node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Pipefy settings. Authentication allows you to use Pipefy through Latenode.
Configure the FreeAgent and Pipefy 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 Pipefy 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Pipefy
1
Trigger on Webhook
⚙
2
FreeAgent
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring FreeAgent, Pipefy, 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 Pipefy integration works as expected. Depending on your setup, data should flow between FreeAgent and Pipefy (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 Pipefy
FreeAgent + Pipefy + Slack: When a new invoice is created in FreeAgent and a card is moved to 'Paid' in Pipefy, a notification is sent to a Slack channel to inform the team.
Pipefy + FreeAgent + Google Sheets: When a card is moved to 'Done' in Pipefy, the automation retrieves the associated FreeAgent invoice details and logs both into a Google Sheet for reporting purposes.
FreeAgent and Pipefy 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.
Related categories
About Pipefy
Orchestrate Pipefy process management inside Latenode for end-to-end automation. Trigger flows on card changes, create new cards from external data, and sync Pipefy data with other apps. Bypass manual updates and build complex workflows using visual tools, code, or AI — without step limits or vendor lock-in.
Related categories
See how Latenode works
.svg)
.png)
FAQ FreeAgent and Pipefy
How can I connect my FreeAgent account to Pipefy using Latenode?
To connect your FreeAgent account to Pipefy 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 Pipefy accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create FreeAgent projects from new Pipefy cards?
Yes, easily! Latenode lets you automate this with no-code blocks and custom JavaScript for complex data transformations. Save time and ensure accurate project setup every time.
What types of tasks can I perform by integrating FreeAgent with Pipefy?
Integrating FreeAgent with Pipefy allows you to perform various tasks, including:
- Create new FreeAgent contacts from new Pipefy customer cards.
- Update FreeAgent project statuses when Pipefy cards reach specific phases.
- Generate FreeAgent invoices when a Pipefy deal is won.
- Automatically log time in FreeAgent based on activity in Pipefy.
- Sync Pipefy data to FreeAgent custom fields for reporting.
How scalable are FreeAgent workflows with Pipefy inside Latenode?
Latenode offers scalable workflow automation using serverless functions and robust error handling, ensuring reliable integration of FreeAgent and Pipefy even with high volumes.
Are there any limitations to the FreeAgent and Pipefy integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration between FreeAgent and Pipefy may require custom scripting.
- Complex conditional logic might require JavaScript code for advanced scenarios.
- Real-time synchronization depends on the API rate limits of both FreeAgent and Pipefy.
