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How to connect FreeAgent and ServiceM8
Create a New Scenario to Connect FreeAgent and ServiceM8
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 ServiceM8 will be your first step. To do this, click "Choose an app," find FreeAgent or ServiceM8, 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 ServiceM8 Node
Next, click the plus (+) icon on the FreeAgent node, select ServiceM8 from the list of available apps, and choose the action you need from the list of nodes within ServiceM8.
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Authenticate ServiceM8
Now, click the ServiceM8 node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ServiceM8 settings. Authentication allows you to use ServiceM8 through Latenode.
Configure the FreeAgent and ServiceM8 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 ServiceM8 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, ServiceM8, 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 ServiceM8 integration works as expected. Depending on your setup, data should flow between FreeAgent and ServiceM8 (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 ServiceM8
FreeAgent + ServiceM8 + Slack: When a new invoice is created in FreeAgent, a job is created in ServiceM8, and a notification is sent to a Slack channel to schedule the service.
ServiceM8 + FreeAgent + Google Sheets: When a job is completed in ServiceM8, invoice details are retrieved from FreeAgent, and then logged into a Google Sheet for reporting.
FreeAgent and ServiceM8 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 ServiceM8
Sync ServiceM8 field service data with other apps inside Latenode to automate scheduling, invoicing, and client communication. Use Latenode's visual editor to build custom workflows triggered by ServiceM8 events, avoiding manual data entry. Connect accounting, CRM, and marketing tools, extending ServiceM8's capabilities without complex coding.
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See how Latenode works
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FAQ FreeAgent and ServiceM8
How can I connect my FreeAgent account to ServiceM8 using Latenode?
To connect your FreeAgent account to ServiceM8 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 ServiceM8 accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create FreeAgent invoices from ServiceM8 completed jobs?
Yes, you can! Latenode automates invoice creation, saving time. Trigger workflows from ServiceM8 job statuses and use no-code or JavaScript steps to customize invoice details in FreeAgent.
What types of tasks can I perform by integrating FreeAgent with ServiceM8?
Integrating FreeAgent with ServiceM8 allows you to perform various tasks, including:
- Creating new FreeAgent clients from new ServiceM8 clients.
- Updating client details in FreeAgent when they change in ServiceM8.
- Generating FreeAgent expenses from ServiceM8 purchase orders.
- Tracking ServiceM8 job costs against FreeAgent project budgets.
- Sending payment reminders from FreeAgent based on ServiceM8 job completion.
How secure is my FreeAgent data when using Latenode?
Latenode employs advanced encryption and security protocols to ensure your FreeAgent data is protected during all integration and automation processes.
Are there any limitations to the FreeAgent and ServiceM8 integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex FreeAgent customizations might require custom JavaScript coding.
- Real-time data synchronization depends on the API rate limits of both apps.
- Initial setup requires a clear understanding of FreeAgent and ServiceM8 data structures.
