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How to connect FreeAgent and Thankster
Create a New Scenario to Connect FreeAgent and Thankster
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 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.
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 Thankster Node
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.
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Authenticate 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.
Configure the FreeAgent and Thankster 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 Thankster 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, Thankster, 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 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.
Most powerful ways to connect FreeAgent and Thankster
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.
FreeAgent and Thankster 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 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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See how Latenode works
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FAQ FreeAgent and Thankster
How can I connect my FreeAgent account to Thankster using Latenode?
To connect your FreeAgent account to Thankster 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 Thankster accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Send a Thankster card when a new invoice is created in FreeAgent.
- Trigger a Thankster campaign when a FreeAgent project is completed.
- Send thank you notes to clients who pay invoices promptly.
- Update Thankster contacts based on new FreeAgent customer data.
- Personalize cards based on FreeAgent invoice details using AI.
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:
- Custom card design requires a Thankster subscription.
- Real-time synchronization depends on API availability.
- Complex workflows may require JavaScript for advanced logic.
