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How to connect FreeAgent and Soax
Create a New Scenario to Connect FreeAgent and Soax
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 Soax will be your first step. To do this, click "Choose an app," find FreeAgent or Soax, 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 Soax Node
Next, click the plus (+) icon on the FreeAgent node, select Soax from the list of available apps, and choose the action you need from the list of nodes within Soax.
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Authenticate Soax
Now, click the Soax node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Soax settings. Authentication allows you to use Soax through Latenode.
Configure the FreeAgent and Soax 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 Soax 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, Soax, 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 Soax integration works as expected. Depending on your setup, data should flow between FreeAgent and Soax (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 Soax
FreeAgent + Soax + Slack: When a new invoice is created in FreeAgent, use Soax to perform a Google search for the client's business details and then send a Slack message with the invoice details and search results.
Soax + FreeAgent + Google Sheets: When a Soax IP address check is performed, log the successful check, along with relevant FreeAgent invoice data, into a Google Sheet for compliance and record-keeping.
FreeAgent and Soax 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 Soax
Use Soax proxies in Latenode for reliable data extraction and automation that avoids blocks. Integrate Soax into your Latenode workflows to scrape websites, automate social media tasks, or monitor pricing changes without IP restrictions. Scale your data gathering processes using Latenode's visual editor and scheduling tools for consistent, error-free performance.
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See how Latenode works
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FAQ FreeAgent and Soax
How can I connect my FreeAgent account to Soax using Latenode?
To connect your FreeAgent account to Soax 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 Soax accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update FreeAgent with validated Soax prospect data?
Yes, you can! Latenode allows you to automate data transfer, validating prospect details in Soax and seamlessly updating FreeAgent records. Improve data accuracy and save valuable time.
What types of tasks can I perform by integrating FreeAgent with Soax?
Integrating FreeAgent with Soax allows you to perform various tasks, including:
- Automatically add new clients from Soax to FreeAgent.
- Update client contact information in FreeAgent from Soax data.
- Create new projects in FreeAgent based on Soax lead qualifications.
- Trigger FreeAgent invoices when Soax confirms a successful sale.
- Synchronize deal stages between Soax and FreeAgent for reporting.
Is FreeAgent data automatically synced after initial setup on Latenode?
Data is not automatically synced constantly. You define sync triggers and schedules within Latenode workflows for optimal control and resource usage.
Are there any limitations to the FreeAgent and Soax integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits of FreeAgent and Soax APIs may affect large data transfers.
- Real-time synchronization depends on the polling interval you set.
