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How to connect FreeAgent and Square
Create a New Scenario to Connect FreeAgent and Square
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 Square will be your first step. To do this, click "Choose an app," find FreeAgent or Square, 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 Square Node
Next, click the plus (+) icon on the FreeAgent node, select Square from the list of available apps, and choose the action you need from the list of nodes within Square.
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Authenticate Square
Now, click the Square node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Square settings. Authentication allows you to use Square through Latenode.
Configure the FreeAgent and Square 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 Square 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, Square, 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 Square integration works as expected. Depending on your setup, data should flow between FreeAgent and Square (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 Square
Square + FreeAgent + Slack: When a new paid order is created in Square, an invoice is created or updated in FreeAgent. A summary of the sale and invoice is then sent to a designated Slack channel.
Square + FreeAgent + Google Sheets: Upon a new Square transaction, the details are recorded in a Google Sheet. Simultaneously, details from FreeAgent invoices are also added to the same Google Sheet for consolidated analysis.
FreeAgent and Square 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 Square
Automate Square tasks in Latenode: sync payments with accounting, trigger fulfillment on successful transactions, and send custom invoices based on CRM data. Use visual workflows to connect Square with other apps, add logic with JS, and scale without step limits. Streamline finance operations.
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See how Latenode works
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FAQ FreeAgent and Square
How can I connect my FreeAgent account to Square using Latenode?
To connect your FreeAgent account to Square 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 Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update FreeAgent with Square sales?
Yes, you can! Latenode's visual editor simplifies this. Automatically log Square transactions in FreeAgent, saving time and ensuring accurate financial records.
What types of tasks can I perform by integrating FreeAgent with Square?
Integrating FreeAgent with Square allows you to perform various tasks, including:
- Automatically create FreeAgent invoices for new Square sales.
- Update FreeAgent contacts with customer data from Square transactions.
- Track Square payment fees and log them as expenses in FreeAgent.
- Generate daily sales reports in FreeAgent based on Square data.
- Sync product information between Square and FreeAgent item lists.
Can I use JavaScript to transform data between FreeAgent and Square?
Yes! Latenode allows you to use JavaScript code blocks to customize data transformations beyond basic field mapping for more complex integrations.
Are there any limitations to the FreeAgent and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires manual import or custom scripting.
- Complex, custom reporting logic may require JavaScript knowledge.
- Real-time sync depends on the API limits of FreeAgent and Square.
