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How to connect FreeAgent and Sendy
Create a New Scenario to Connect FreeAgent and Sendy
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 Sendy will be your first step. To do this, click "Choose an app," find FreeAgent or Sendy, 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 Sendy Node
Next, click the plus (+) icon on the FreeAgent node, select Sendy from the list of available apps, and choose the action you need from the list of nodes within Sendy.
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Authenticate Sendy
Now, click the Sendy node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Sendy settings. Authentication allows you to use Sendy through Latenode.
Configure the FreeAgent and Sendy 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 Sendy 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, Sendy, 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 Sendy integration works as expected. Depending on your setup, data should flow between FreeAgent and Sendy (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 Sendy
FreeAgent + Sendy + Slack: When a new invoice is created in FreeAgent, the client's details are automatically added as a subscriber to a specified list in Sendy. A notification is then posted to a designated Slack channel to inform the team of the new invoice and subscriber.
Sendy + FreeAgent + Google Sheets: When a new subscriber is added to Sendy, their details are logged in a Google Sheet row and a new contact record is created in FreeAgent.
FreeAgent and Sendy 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.
Related categories
About Sendy
Use Sendy in Latenode to automate email campaigns without complex coding. Trigger campaigns based on events in other apps (CRM, e-commerce). Latenode lets you process data, filter recipients, and personalize emails with JavaScript or AI nodes before sending via Sendy. Scale outreach efficiently and track results within your workflows.
Similar apps
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See how Latenode works
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FAQ FreeAgent and Sendy
How can I connect my FreeAgent account to Sendy using Latenode?
To connect your FreeAgent account to Sendy 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 Sendy accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice reminders via SMS using FreeAgent and Sendy?
Yes, you can. Latenode's visual editor and no-code blocks simplify the setup, enabling timely SMS reminders, improving customer payment rates, and saving accounting team time.
What types of tasks can I perform by integrating FreeAgent with Sendy?
Integrating FreeAgent with Sendy allows you to perform various tasks, including:
- Automatically adding new FreeAgent clients to a Sendy mailing list.
- Sending customized welcome emails to new FreeAgent clients via Sendy.
- Triggering SMS alerts via Sendy for overdue invoices in FreeAgent.
- Updating client details in Sendy based on changes in FreeAgent.
- Creating segmented Sendy email campaigns based on FreeAgent transaction data.
How securely does Latenode handle my FreeAgent and Sendy credentials?
Latenode employs advanced encryption and secure storage to protect your credentials, ensuring the privacy and security of your data across all integrations.
Are there any limitations to the FreeAgent and Sendy integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on the API rate limits of both FreeAgent and Sendy.
- Complex data transformations might require custom JavaScript code.
- File attachments from FreeAgent might not be directly transferable to Sendy.
