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How to connect FreeAgent and Shippo
Create a New Scenario to Connect FreeAgent and Shippo
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 Shippo will be your first step. To do this, click "Choose an app," find FreeAgent or Shippo, 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 Shippo Node
Next, click the plus (+) icon on the FreeAgent node, select Shippo from the list of available apps, and choose the action you need from the list of nodes within Shippo.
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Authenticate Shippo
Now, click the Shippo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Shippo settings. Authentication allows you to use Shippo through Latenode.
Configure the FreeAgent and Shippo 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 Shippo 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, Shippo, 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 Shippo integration works as expected. Depending on your setup, data should flow between FreeAgent and Shippo (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 Shippo
FreeAgent + Shippo + Slack: When a new invoice is created in FreeAgent, automatically create a shipping order in Shippo and notify the team in Slack to prepare the shipment.
Shippo + FreeAgent + Google Sheets: Track all shipping costs from Shippo in a Google Sheet by adding a new row for each new shipping label. This data can then be used to update FreeAgent with the expense for accounting.
FreeAgent and Shippo 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 Shippo
Connect Shippo to Latenode and automate shipping tasks. Create workflows that trigger label generation or shipment tracking updates based on order events. Combine Shippo with other apps to streamline fulfillment, inventory, and customer notifications, all visually and without code, scaling affordably.
Similar apps
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FAQ FreeAgent and Shippo
How can I connect my FreeAgent account to Shippo using Latenode?
To connect your FreeAgent account to Shippo 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 Shippo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation based on shipment status?
Yes, you can! Latenode allows you to trigger FreeAgent invoice creation when Shippo marks a shipment as delivered, ensuring timely billing. Plus, scale with no-code or code.
What types of tasks can I perform by integrating FreeAgent with Shippo?
Integrating FreeAgent with Shippo allows you to perform various tasks, including:
- Automatically creating FreeAgent invoices when shipments are marked as delivered.
- Updating FreeAgent contacts with shipment tracking information from Shippo.
- Generating shipping labels in Shippo based on new FreeAgent sales transactions.
- Sending email notifications via Shippo when a FreeAgent invoice is paid.
- Creating FreeAgent expenses for shipping costs tracked within Shippo.
Can I use JavaScript to extend FreeAgent + Shippo integration?
Yes! Latenode allows you to use JavaScript blocks to add custom logic, data transformations, and more to your FreeAgent and Shippo workflows.
Are there any limitations to the FreeAgent and Shippo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time updates depend on the polling interval of the apps.
- Large data volumes could impact workflow execution speed.
