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How to connect FreeAgent and Teachable
Create a New Scenario to Connect FreeAgent and Teachable
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 Teachable will be your first step. To do this, click "Choose an app," find FreeAgent or Teachable, 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 Teachable Node
Next, click the plus (+) icon on the FreeAgent node, select Teachable from the list of available apps, and choose the action you need from the list of nodes within Teachable.
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Authenticate Teachable
Now, click the Teachable node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Teachable settings. Authentication allows you to use Teachable through Latenode.
Configure the FreeAgent and Teachable 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 Teachable 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, Teachable, 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 Teachable integration works as expected. Depending on your setup, data should flow between FreeAgent and Teachable (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 Teachable
Teachable + Slack: When a new user purchases a course in Teachable, find the user's information and send a welcome message to a dedicated Slack channel.
Teachable + FreeAgent + Google Sheets: Log new course sales and student data from Teachable in a Google Sheet. Also track new invoice data from FreeAgent in the same Google Sheet.
FreeAgent and Teachable 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 Teachable
Automate Teachable course management in Latenode. Enroll students, track progress, and send targeted communications based on course activity. Integrate with CRMs or marketing platforms for personalized learning paths. Use Latenode’s visual editor and flexible nodes for streamlined student lifecycle automation.
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See how Latenode works
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FAQ FreeAgent and Teachable
How can I connect my FreeAgent account to Teachable using Latenode?
To connect your FreeAgent account to Teachable 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 Teachable accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update FreeAgent with new Teachable sales?
Yes! Latenode lets you automatically update FreeAgent when a new sale occurs in Teachable. This saves time & improves financial tracking with real-time data and zero coding required.
What types of tasks can I perform by integrating FreeAgent with Teachable?
Integrating FreeAgent with Teachable allows you to perform various tasks, including:
- Create FreeAgent invoices for new Teachable course enrollments.
- Update FreeAgent with revenue data from Teachable course sales.
- Trigger FreeAgent tasks when Teachable student subscriptions renew.
- Automatically reconcile Teachable sales data with FreeAgent records.
- Generate financial reports in FreeAgent based on Teachable transactions.
How does Latenode handle currency conversions in FreeAgent?
Latenode offers built-in currency conversion using live exchange rates, ensuring accurate financial data transfer between Teachable and FreeAgent.
Are there any limitations to the FreeAgent and Teachable integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration from Teachable to FreeAgent might require manual setup.
- Complex custom fields in FreeAgent may need Javascript node configuration.
- The integration relies on the stability of the FreeAgent and Teachable APIs.
