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How to connect FreeAgent and Streak
Create a New Scenario to Connect FreeAgent and Streak
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 Streak will be your first step. To do this, click "Choose an app," find FreeAgent or Streak, 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 Streak Node
Next, click the plus (+) icon on the FreeAgent node, select Streak from the list of available apps, and choose the action you need from the list of nodes within Streak.
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Authenticate Streak
Now, click the Streak node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Streak settings. Authentication allows you to use Streak through Latenode.
Configure the FreeAgent and Streak 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 Streak 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, Streak, 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 Streak integration works as expected. Depending on your setup, data should flow between FreeAgent and Streak (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 Streak
FreeAgent + Streak + Slack: When a new invoice is paid in FreeAgent, update the corresponding deal stage in Streak, and then notify the sales team in Slack about the updated deal.
Streak + FreeAgent + Google Sheets: When a deal closes in Streak, create an invoice in FreeAgent, and log the transaction details in Google Sheets for record-keeping and reporting.
FreeAgent and Streak 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 Streak
Use Streak in Latenode to automate sales pipeline tasks. Automatically update deals, trigger follow-ups, or sync data with other apps when stages change. Integrate Streak with your marketing automation or billing systems using Latenode's visual builder, custom code, and affordable execution-based pricing. No per-step fees, full API control.
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FAQ FreeAgent and Streak
How can I connect my FreeAgent account to Streak using Latenode?
To connect your FreeAgent account to Streak 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 Streak accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update deal amounts in Streak from FreeAgent invoices?
Yes, you can! Latenode's visual editor makes it simple to sync invoice data, updating Streak deals in real-time. Ensure accuracy & streamline your sales tracking.
What types of tasks can I perform by integrating FreeAgent with Streak?
Integrating FreeAgent with Streak allows you to perform various tasks, including:
- Create new Streak boxes when new FreeAgent clients are added.
- Update deal stages in Streak based on invoice payment status.
- Generate FreeAgent invoices directly from won opportunities in Streak.
- Send customized email notifications upon invoice creation via Streak.
- Track total invoiced amounts per Streak box in a custom field.
How secure is connecting FreeAgent through Latenode?
Latenode uses industry-standard security protocols to protect your data when connecting FreeAgent. Your credentials are encrypted and securely stored.
Are there any limitations to the FreeAgent and Streak integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data sync might require custom scripting for initial setup.
- Complex currency conversions require JavaScript code blocks.
- Rate limits of FreeAgent and Streak APIs apply to high-volume workflows.
