How to connect FreeAgent and QuestionPro
Create a New Scenario to Connect FreeAgent and QuestionPro
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 QuestionPro will be your first step. To do this, click "Choose an app," find FreeAgent or QuestionPro, 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 QuestionPro Node
Next, click the plus (+) icon on the FreeAgent node, select QuestionPro from the list of available apps, and choose the action you need from the list of nodes within QuestionPro.


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Authenticate QuestionPro
Now, click the QuestionPro node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your QuestionPro settings. Authentication allows you to use QuestionPro through Latenode.
Configure the FreeAgent and QuestionPro 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 QuestionPro 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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Webhook response

Save and Activate the Scenario
After configuring FreeAgent, QuestionPro, 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 QuestionPro integration works as expected. Depending on your setup, data should flow between FreeAgent and QuestionPro (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 QuestionPro
QuestionPro + Slack: When a new survey is created in QuestionPro, fetch the answers, and if the response contains keywords related to financial concerns, then send a message to a designated Slack channel to alert the finance team.
QuestionPro + Google Sheets: When a new survey response is submitted in QuestionPro, retrieve the response data and add it as a new row in a Google Sheet for detailed analysis and tracking of customer satisfaction related to financial services.
FreeAgent and QuestionPro 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 QuestionPro
Automate survey workflows with QuestionPro in Latenode. Collect data, analyze results, and trigger actions based on responses. Pipe survey data into other apps (CRM, spreadsheets) for real-time updates. Use Latenode's logic and integrations to tailor workflows to specific business needs, bypassing manual data transfer and analysis. Scale your surveys effortlessly.
Similar apps
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See how Latenode works
FAQ FreeAgent and QuestionPro
How can I connect my FreeAgent account to QuestionPro using Latenode?
To connect your FreeAgent account to QuestionPro 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 QuestionPro accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger invoice creation from survey responses?
Yes, you can! Latenode allows triggering FreeAgent invoice creation based on QuestionPro survey responses. This automation saves time, improves accuracy, and streamlines financial workflows.
What types of tasks can I perform by integrating FreeAgent with QuestionPro?
Integrating FreeAgent with QuestionPro allows you to perform various tasks, including:
- Automatically creating new FreeAgent clients from QuestionPro survey data.
- Generating invoices in FreeAgent based on satisfaction survey scores.
- Updating contact details in FreeAgent based on survey responses.
- Tracking survey participant demographics against FreeAgent client data.
- Sending personalized thank you emails with invoice summaries.
What FreeAgent data can I access within Latenode workflows?
Latenode provides access to contacts, invoices, projects, and more, letting you build complex automations and analyze data seamlessly.
Are there any limitations to the FreeAgent and QuestionPro integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the FreeAgent and QuestionPro API rate limits.
- Complex data transformations might require JavaScript coding within Latenode.
- Custom fields in FreeAgent may need manual mapping for QuestionPro data.