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How to connect FreeAgent and Process Street
Create a New Scenario to Connect FreeAgent and Process Street
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 Process Street will be your first step. To do this, click "Choose an app," find FreeAgent or Process Street, 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 Process Street Node
Next, click the plus (+) icon on the FreeAgent node, select Process Street from the list of available apps, and choose the action you need from the list of nodes within Process Street.
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Authenticate Process Street
Now, click the Process Street node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Process Street settings. Authentication allows you to use Process Street through Latenode.
Configure the FreeAgent and Process Street 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 Process Street 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, Process Street, 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 Process Street integration works as expected. Depending on your setup, data should flow between FreeAgent and Process Street (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 Process Street
FreeAgent + Process Street + Slack: When a new invoice is created in FreeAgent, a Process Street workflow run is initiated for approval, and a Slack notification is sent to the finance team to review the new invoice.
Process Street + FreeAgent + Google Sheets: When a task is completed in Process Street, the information is used to create a task in FreeAgent, and the project hours are logged in a Google Sheet for time tracking.
FreeAgent and Process Street 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 Process Street
Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.
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See how Latenode works
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FAQ FreeAgent and Process Street
How can I connect my FreeAgent account to Process Street using Latenode?
To connect your FreeAgent account to Process Street 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 Process Street accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation after a Process Street checklist is completed?
Yes, you can! Latenode lets you trigger FreeAgent invoice creation from Process Street checklist completions, saving time and ensuring accurate billing. Automate and scale your processes effortlessly.
What types of tasks can I perform by integrating FreeAgent with Process Street?
Integrating FreeAgent with Process Street allows you to perform various tasks, including:
- Automatically create FreeAgent invoices when a Process Street project finishes.
- Update FreeAgent projects based on Process Street checklist progress.
- Trigger Process Street checklists when new FreeAgent clients are added.
- Log completed Process Street tasks against FreeAgent project time.
- Send FreeAgent payment reminders based on Process Street workflow triggers.
How secure is connecting FreeAgent to Latenode?
Latenode uses secure OAuth 2.0 authentication to connect to FreeAgent, ensuring your credentials are never stored on our servers.
Are there any limitations to the FreeAgent and Process Street integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API limits of both platforms.
- Complex data transformations may require custom JavaScript code blocks.
- Some advanced FreeAgent or Process Street features might not have direct Latenode equivalents.
