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Automatically send personalized Thankster thank you notes to new FreeAgent clients. Latenodeβs visual editor and affordable execution pricing makes customized client appreciation workflows easy to build and scale.
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In the workspace, click the βCreate New Scenarioβ button.

Add the first node β 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 Thankster will be your first step. To do this, click "Choose an app," find FreeAgent or Thankster, and select the appropriate trigger to start the scenario.

Select the FreeAgent node from the app selection panel on the right.

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.
Next, click the plus (+) icon on the FreeAgent node, select Thankster from the list of available apps, and choose the action you need from the list of nodes within Thankster.

FreeAgent
β
Thankster
Now, click the Thankster node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Thankster settings. Authentication allows you to use Thankster through Latenode.
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Use various Latenode nodes to transform data and enhance your integration:

JavaScript
β
AI Anthropic Claude 3
β
Thankster
Trigger on Webhook
β
FreeAgent
β
β
Iterator
β
Webhook response
After configuring FreeAgent, Thankster, and any additional nodes, donβt 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.
Run the scenario by clicking βRun onceβ and triggering an event to check if the FreeAgent and Thankster integration works as expected. Depending on your setup, data should flow between FreeAgent and Thankster (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
FreeAgent + Thankster + Slack: When a new invoice is paid in FreeAgent, a thank you card is sent via Thankster to the customer. The finance team is then notified in Slack about the sent card.
Thankster + FreeAgent + Google Sheets: When a Thankster card is sent, customer details and card information from FreeAgent are added to a Google Sheet for record-keeping.
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 Thankster
Use Thankster in Latenode to automate personalized handwritten notes for customers. Trigger notes based on events like purchases or milestones. Enhance CRM workflows by adding a human touch. Latenode lets you manage Thankster requests at scale with no-code logic and custom integrations. Centralize and track all your personalized outreach.
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How can I connect my FreeAgent account to Thankster using Latenode?
To connect your FreeAgent account to Thankster on Latenode, follow these steps:
Can I automatically send thank you cards for new invoices?
Yes, you can! Latenode allows triggering Thankster cards upon new FreeAgent invoices. Automate personalized appreciation and boost customer loyalty with minimal effort.
What types of tasks can I perform by integrating FreeAgent with Thankster?
Integrating FreeAgent with Thankster allows you to perform various tasks, including:
HowsecureistheFreeAgentintegrationwithLatenode?
Latenode employs robust security measures, including encryption and secure authentication protocols, to protect your FreeAgent data during integration.
Are there any limitations to the FreeAgent and Thankster integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: