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How to connect FreeAgent and Qwilr
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.
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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 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.
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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:
- 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, 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.
Most powerful ways to connect FreeAgent and Qwilr
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.
FreeAgent and Qwilr 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 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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See how Latenode works
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FAQ FreeAgent and Qwilr
How can I connect my FreeAgent account to Qwilr using Latenode?
To connect your FreeAgent account to Qwilr 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 Qwilr accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Automatically create Qwilr proposals when a new FreeAgent project is created.
- Update Qwilr project statuses based on invoice payment in FreeAgent.
- Send payment reminders from FreeAgent through custom Qwilr notifications.
- Generate FreeAgent invoices directly from accepted Qwilr proposals.
- Archive Qwilr proposals automatically when an invoice is fully paid.
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:
- Complex custom fields in FreeAgent might require JavaScript for complete data transfer.
- Rate limits on the FreeAgent and Qwilr APIs can affect high-volume workflows.
- Real-time updates depend on the webhook capabilities of both FreeAgent and Qwilr.
