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How to connect FreeAgent and Scoro
Create a New Scenario to Connect FreeAgent and Scoro
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 Scoro will be your first step. To do this, click "Choose an app," find FreeAgent or Scoro, 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 Scoro Node
Next, click the plus (+) icon on the FreeAgent node, select Scoro from the list of available apps, and choose the action you need from the list of nodes within Scoro.
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Authenticate Scoro
Now, click the Scoro node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Scoro settings. Authentication allows you to use Scoro through Latenode.
Configure the FreeAgent and Scoro 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 Scoro 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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Save and Activate the Scenario
After configuring FreeAgent, Scoro, 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 Scoro integration works as expected. Depending on your setup, data should flow between FreeAgent and Scoro (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 Scoro
Scoro + FreeAgent + Slack: When a new project is created in Scoro, a corresponding project is automatically created in FreeAgent. Then, a notification is sent to a specified Slack channel to inform the team about the new project.
Scoro + FreeAgent + Google Sheets: Logs all new invoices from Scoro and payment confirmations (new invoices) from FreeAgent into a Google Sheet for reporting purposes, providing a consolidated view of financial data.
FreeAgent and Scoro 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 Scoro
Use Scoro in Latenode to automate project & client management tasks. Automatically sync data between Scoro and other tools, like accounting or marketing platforms. Create custom workflows to streamline sales, billing, or reporting, using Latenode’s visual editor and flexible API for deeper integration.
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FAQ FreeAgent and Scoro
How can I connect my FreeAgent account to Scoro using Latenode?
To connect your FreeAgent account to Scoro 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 Scoro accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync FreeAgent invoices to Scoro projects?
Yes, you can! Latenode’s flexible data mapping ensures seamless transfer, keeping project budgets in Scoro automatically updated based on finalized invoices in FreeAgent, saving you manual entry.
What types of tasks can I perform by integrating FreeAgent with Scoro?
Integrating FreeAgent with Scoro allows you to perform various tasks, including:
- Automatically creating Scoro projects from new FreeAgent clients.
- Updating FreeAgent invoice statuses based on project completion in Scoro.
- Syncing contact information between FreeAgent and Scoro in real-time.
- Triggering FreeAgent invoice creation when a Scoro project reaches a milestone.
- Generating custom reports combining financial data from both platforms.
HowsecureistheFreeAgentintegrationwithScoroonLatenode?
Latenode uses advanced encryption and secure authentication protocols to ensure your FreeAgent and Scoro data is protected during integration and in transit.
Are there any limitations to the FreeAgent and Scoro integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration may require custom configuration.
- Complex data transformations might require JavaScript coding.
- Real-time sync depends on the API rate limits of both FreeAgent and Scoro.
