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Automatically generate Qwilr proposals upon FreeAgent invoice updates. Latenode's visual editor makes it easier to customize proposal content, and pay-by-execution pricing keeps costs low as you scale your sales process.
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FreeAgent
Qwilr
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Create a New Scenario to Connect FreeAgent and Qwilr
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 Qwilr will be your first step. To do this, click "Choose an app," find FreeAgent or Qwilr, 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 Qwilr Node
Next, click the plus (+) icon on the FreeAgent node, select Qwilr from the list of available apps, and choose the action you need from the list of nodes within Qwilr.
FreeAgent
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Qwilr
Authenticate Qwilr
Now, click the Qwilr node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Qwilr settings. Authentication allows you to use Qwilr through Latenode.
Configure the FreeAgent and Qwilr 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 Qwilr Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Qwilr
Trigger on Webhook
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FreeAgent
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring FreeAgent, Qwilr, 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 Qwilr integration works as expected. Depending on your setup, data should flow between FreeAgent and Qwilr (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Qwilr + Slack + FreeAgent: When a Qwilr proposal is accepted, a notification is sent to a dedicated Slack channel to alert the finance team in FreeAgent.
Qwilr + FreeAgent + Pipedrive: When a Qwilr proposal is accepted, a new client record is created in FreeAgent, an invoice is created, and the deal stage is updated in Pipedrive.
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 Qwilr
Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.
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How can I connect my FreeAgent account to Qwilr using Latenode?
To connect your FreeAgent account to Qwilr on Latenode, follow these steps:
Can I automatically update Qwilr with FreeAgent invoice status?
Yes, you can! Latenode allows real-time updates, ensuring your Qwilr projects reflect current invoice statuses from FreeAgent, improving client communication and internal coordination.
What types of tasks can I perform by integrating FreeAgent with Qwilr?
Integrating FreeAgent with Qwilr allows you to perform various tasks, including:
How do I handle errors between FreeAgent and Qwilr on Latenode?
Latenode provides detailed error logs and conditional logic, allowing you to create robust error handling for your FreeAgent and Qwilr integrations.
Are there any limitations to the FreeAgent and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: