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How to connect FreeAgent and Simplesat
Create a New Scenario to Connect FreeAgent and Simplesat
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 Simplesat will be your first step. To do this, click "Choose an app," find FreeAgent or Simplesat, 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 Simplesat Node
Next, click the plus (+) icon on the FreeAgent node, select Simplesat from the list of available apps, and choose the action you need from the list of nodes within Simplesat.
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Authenticate Simplesat
Now, click the Simplesat node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Simplesat settings. Authentication allows you to use Simplesat through Latenode.
Configure the FreeAgent and Simplesat 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 Simplesat 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, Simplesat, 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 Simplesat integration works as expected. Depending on your setup, data should flow between FreeAgent and Simplesat (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 Simplesat
Simplesat + FreeAgent + Slack: When a new answer is submitted in Simplesat, retrieve the customer's details and relevant FreeAgent invoice information. Then, post a notification in a designated Slack channel with the customer's feedback and invoice details.
Simplesat + FreeAgent + HubSpot: When a customer submits new feedback in Simplesat, the flow finds the associated contact in HubSpot. The contact's properties are updated to reflect the customer's satisfaction level related to FreeAgent billing, based on the Simplesat feedback.
FreeAgent and Simplesat 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 Simplesat
Embed Simplesat in Latenode to automate feedback loops. Trigger surveys after key events in your workflows (e.g., support ticket close). Analyze responses, update systems, and alert teams based on satisfaction scores. Using Latenode, you ensure timely actions and reporting without manual checks.
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See how Latenode works
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FAQ FreeAgent and Simplesat
How can I connect my FreeAgent account to Simplesat using Latenode?
To connect your FreeAgent account to Simplesat 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 Simplesat accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Simplesat surveys after a FreeAgent invoice is paid?
Yes, you can! Latenode lets you trigger Simplesat surveys automatically when FreeAgent invoices are marked as paid, gathering valuable feedback and improving customer satisfaction.
What types of tasks can I perform by integrating FreeAgent with Simplesat?
Integrating FreeAgent with Simplesat allows you to perform various tasks, including:
- Automatically sending customer satisfaction surveys after invoice payments.
- Creating Simplesat survey responses based on new FreeAgent contact creation.
- Updating contact details in Simplesat when changes occur in FreeAgent.
- Generating reports combining financial data from FreeAgent and feedback from Simplesat.
- Sending automated thank you notes after positive Simplesat survey results.
How does Latenode handle FreeAgent API rate limits?
Latenode intelligently manages API requests to avoid rate limits, using queueing and error handling to ensure reliable FreeAgent data synchronization.
Are there any limitations to the FreeAgent and Simplesat integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data synchronization may take time for large datasets.
- Complex FreeAgent configurations may require custom JavaScript blocks.
- Real-time updates depend on the polling interval set within Latenode.
