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How to connect FreeAgent and SmartSuite
Create a New Scenario to Connect FreeAgent and SmartSuite
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 SmartSuite will be your first step. To do this, click "Choose an app," find FreeAgent or SmartSuite, 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 SmartSuite Node
Next, click the plus (+) icon on the FreeAgent node, select SmartSuite from the list of available apps, and choose the action you need from the list of nodes within SmartSuite.
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Authenticate SmartSuite
Now, click the SmartSuite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your SmartSuite settings. Authentication allows you to use SmartSuite through Latenode.
Configure the FreeAgent and SmartSuite 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 SmartSuite 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, SmartSuite, 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 SmartSuite integration works as expected. Depending on your setup, data should flow between FreeAgent and SmartSuite (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 SmartSuite
FreeAgent + SmartSuite + Slack: When a new invoice is created in FreeAgent, a new record is created in SmartSuite, and a notification is sent to a Slack channel.
SmartSuite + FreeAgent + Google Sheets: When a record is updated in SmartSuite, update a contact in FreeAgent and log the change in Google Sheets.
FreeAgent and SmartSuite 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 SmartSuite
Use SmartSuite in Latenode to build flexible data workflows. Automate tasks like project management, CRM updates, or inventory tracking. Latenode adds custom logic, AI processing, and file handling to SmartSuite's structured data, creating scalable solutions that go beyond basic automation.
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See how Latenode works
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FAQ FreeAgent and SmartSuite
How can I connect my FreeAgent account to SmartSuite using Latenode?
To connect your FreeAgent account to SmartSuite 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 SmartSuite accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update project budgets using FreeAgent data?
Yes, you can! Latenode's flexible data mapping updates SmartSuite budgets instantly from FreeAgent. Track financial performance and project health accurately.
What types of tasks can I perform by integrating FreeAgent with SmartSuite?
Integrating FreeAgent with SmartSuite allows you to perform various tasks, including:
- Create new SmartSuite project tasks from new FreeAgent expenses.
- Update SmartSuite project status based on FreeAgent invoice payments.
- Sync FreeAgent customer data to SmartSuite contacts for better CRM.
- Generate financial reports in SmartSuite using FreeAgent accounting data.
- Trigger FreeAgent invoice creation from completed SmartSuite tasks.
How does Latenode handle FreeAgent's rate limits efficiently?
Latenode's queue management and error handling ensures reliable automation, even with FreeAgent's rate limits, preventing workflow interruptions.
Are there any limitations to the FreeAgent and SmartSuite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration might require custom scripting.
- Complex FreeAgent custom fields require advanced Latenode configurations.
- Real-time syncing depends on the polling interval and API availability.
