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How to connect FreeAgent and Smartsheet
Create a New Scenario to Connect FreeAgent and Smartsheet
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 Smartsheet will be your first step. To do this, click "Choose an app," find FreeAgent or Smartsheet, 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 Smartsheet Node
Next, click the plus (+) icon on the FreeAgent node, select Smartsheet from the list of available apps, and choose the action you need from the list of nodes within Smartsheet.
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Authenticate Smartsheet
Now, click the Smartsheet node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Smartsheet settings. Authentication allows you to use Smartsheet through Latenode.
Configure the FreeAgent and Smartsheet 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 Smartsheet 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, Smartsheet, 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 Smartsheet integration works as expected. Depending on your setup, data should flow between FreeAgent and Smartsheet (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 Smartsheet
FreeAgent + Smartsheet + Slack: When a new task is created in FreeAgent, a corresponding row is created in Smartsheet, and a notification is sent to a Slack channel.
Smartsheet + FreeAgent + Google Calendar: When a new event is created in Smartsheet, a task is created in FreeAgent. After that schedule a review meeting in Google Calendar.
FreeAgent and Smartsheet 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 Smartsheet
Use Smartsheet in Latenode to automate project tracking and data collection. Update sheets from any trigger, like form submissions or database changes. Automate reporting by sending data to other apps and skip manual updates. Low-code tools and JS nodes add custom logic for advanced workflow control.
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See how Latenode works
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FAQ FreeAgent and Smartsheet
How can I connect my FreeAgent account to Smartsheet using Latenode?
To connect your FreeAgent account to Smartsheet 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 Smartsheet accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice data imports from FreeAgent to Smartsheet?
Yes, using Latenode! Automate invoice data imports from FreeAgent to Smartsheet. This provides real-time financial reporting and analysis without manual data entry, enhanced by Latenode's no-code AI.
What types of tasks can I perform by integrating FreeAgent with Smartsheet?
Integrating FreeAgent with Smartsheet allows you to perform various tasks, including:
- Automatically creating Smartsheet rows for new FreeAgent invoices.
- Updating project budgets in Smartsheet when FreeAgent expenses change.
- Syncing client details between FreeAgent and Smartsheet contact lists.
- Generating reports in Smartsheet based on FreeAgent financial data.
- Tracking invoice payment status in Smartsheet from FreeAgent data.
Can I use JavaScript to customize FreeAgent data in Latenode?
Yes! Latenode allows you to use JavaScript to transform and customize FreeAgent data before sending it to Smartsheet, enabling advanced data manipulation.
Are there any limitations to the FreeAgent and Smartsheet integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require advanced JavaScript knowledge.
- Real-time syncing depends on the API rate limits of FreeAgent and Smartsheet.
- Historical data migration may need manual setup due to API limitations.
