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How to connect FreeAgent and Teamwork
Create a New Scenario to Connect FreeAgent and Teamwork
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 Teamwork will be your first step. To do this, click "Choose an app," find FreeAgent or Teamwork, 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 Teamwork Node
Next, click the plus (+) icon on the FreeAgent node, select Teamwork from the list of available apps, and choose the action you need from the list of nodes within Teamwork.
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Authenticate Teamwork
Now, click the Teamwork node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Teamwork settings. Authentication allows you to use Teamwork through Latenode.
Configure the FreeAgent and Teamwork 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 Teamwork 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, Teamwork, 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 Teamwork integration works as expected. Depending on your setup, data should flow between FreeAgent and Teamwork (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 Teamwork
Teamwork + FreeAgent + Slack: When a new project is created in Teamwork, a corresponding project is automatically created in FreeAgent for financial tracking, and a notification is sent to a specified Slack channel.
Teamwork + FreeAgent + Google Sheets: Logs completed tasks from Teamwork along with associated invoice details from FreeAgent into a Google Sheet for simplified reporting and tracking of project financials.
FreeAgent and Teamwork 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 Teamwork
Streamline project tasks in Teamwork via Latenode. Automatically create, update, or close tasks based on triggers from other apps like Slack or email. Improve project tracking and team coordination by connecting Teamwork to your workflows. Use Latenode for complex logic and custom data routing without code.
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See how Latenode works
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FAQ FreeAgent and Teamwork
How can I connect my FreeAgent account to Teamwork using Latenode?
To connect your FreeAgent account to Teamwork 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 Teamwork accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation upon task completion?
Yes, you can! Latenode allows you to automatically trigger invoice creation in FreeAgent when a task is marked as complete in Teamwork. Save time and ensure accurate billing.
What types of tasks can I perform by integrating FreeAgent with Teamwork?
Integrating FreeAgent with Teamwork allows you to perform various tasks, including:
- Create new FreeAgent projects from new Teamwork projects automatically.
- Update task status in Teamwork when an invoice is paid in FreeAgent.
- Sync client information between FreeAgent and Teamwork automatically.
- Trigger new Teamwork tasks when a new expense is logged in FreeAgent.
- Generate project reports combining data from both FreeAgent and Teamwork.
Can I use custom logic with FreeAgent data on Latenode?
Yes, you can use JavaScript, AI, or no-code to transform FreeAgent data before sending it to Teamwork, tailoring workflows.
Are there any limitations to the FreeAgent and Teamwork integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial setup requires admin privileges in both FreeAgent and Teamwork.
- Real-time sync depends on API availability, subject to occasional delays.
- Complex data transformations may require JavaScript or AI block usage.
