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How to connect FreeAgent and Trainerize
Create a New Scenario to Connect FreeAgent and Trainerize
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 Trainerize will be your first step. To do this, click "Choose an app," find FreeAgent or Trainerize, 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 Trainerize Node
Next, click the plus (+) icon on the FreeAgent node, select Trainerize from the list of available apps, and choose the action you need from the list of nodes within Trainerize.
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Authenticate Trainerize
Now, click the Trainerize node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Trainerize settings. Authentication allows you to use Trainerize through Latenode.
Configure the FreeAgent and Trainerize 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 Trainerize 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, Trainerize, 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 Trainerize integration works as expected. Depending on your setup, data should flow between FreeAgent and Trainerize (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 Trainerize
FreeAgent + Trainerize + Google Sheets: When a new invoice is created in FreeAgent, the client's training progress is fetched from Trainerize, and both the invoice details and training progress are added as a new row in Google Sheets for tracking.
Trainerize + FreeAgent + Slack: Based on a client's training schedule or status change in Trainerize, a payment reminder is created as a task in FreeAgent. Upon creation of the task, a notification is sent to a specified Slack channel.
FreeAgent and Trainerize 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 Trainerize
Automate fitness client management with Trainerize in Latenode. Trigger workflows on training completion, nutrition updates, or new client sign-ups. Send data to CRMs, billing systems, or communication tools. Latenode provides flexible tools like webhooks and custom JavaScript for deep Trainerize integration, streamlining tasks beyond basic automation.
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See how Latenode works
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FAQ FreeAgent and Trainerize
How can I connect my FreeAgent account to Trainerize using Latenode?
To connect your FreeAgent account to Trainerize 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 Trainerize accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation from Trainerize client data?
Yes, you can! Latenode allows you to automatically create FreeAgent invoices from new client data in Trainerize, saving you time and reducing manual data entry.
What types of tasks can I perform by integrating FreeAgent with Trainerize?
Integrating FreeAgent with Trainerize allows you to perform various tasks, including:
- Automatically create invoices in FreeAgent for new Trainerize clients.
- Update client details in FreeAgent when they change in Trainerize.
- Trigger personalized onboarding sequences using AI when payments are processed.
- Generate financial reports based on Trainerize training package sales.
- Send payment reminders to Trainerize clients via SMS for upcoming invoices.
Can I use JavaScript to transform data between FreeAgent and Trainerize?
Yes! Latenode allows you to use JavaScript code blocks to perform advanced data transformations and mapping for greater flexibility.
Are there any limitations to the FreeAgent and Trainerize integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on API availability from both FreeAgent and Trainerize.
- Complex data transformations might require JavaScript coding knowledge.
- Some advanced FreeAgent features might not have direct integration nodes.
