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How to connect FreeAgent and Trint
Create a New Scenario to Connect FreeAgent and Trint
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 Trint will be your first step. To do this, click "Choose an app," find FreeAgent or Trint, 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 Trint Node
Next, click the plus (+) icon on the FreeAgent node, select Trint from the list of available apps, and choose the action you need from the list of nodes within Trint.
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Authenticate Trint
Now, click the Trint node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Trint settings. Authentication allows you to use Trint through Latenode.
Configure the FreeAgent and Trint 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 Trint 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, Trint, 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 Trint integration works as expected. Depending on your setup, data should flow between FreeAgent and Trint (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 Trint
Trint + FreeAgent + Slack: When a new event is recorded in Trint, the transcript is exported. A new task is then created in FreeAgent, linked to the relevant client. Finally, a message is sent to a designated Slack channel, notifying the team with a link to the Trint transcript and the FreeAgent task.
Trint + FreeAgent + Google Docs: When a new event occurs in Trint, its transcript is exported and used to create a new document in Google Docs. A corresponding task is created in FreeAgent, detailing the analysis and invoice generation, with a link to the generated document.
FreeAgent and Trint 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 Trint
Automate audio/video transcription workflows with Trint in Latenode. Extract text, identify speakers, and analyze content directly within your automated scenarios. Route transcripts to document storage, content management systems, or AI models for sentiment analysis. Simplify media workflows and automate reporting using Latenode's visual editor and flexible data handling.
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See how Latenode works
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FAQ FreeAgent and Trint
How can I connect my FreeAgent account to Trint using Latenode?
To connect your FreeAgent account to Trint 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 Trint accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate expense reporting based on Trint transcriptions?
Yes, you can! Latenode allows you to trigger FreeAgent expense creation from Trint transcript analyses, streamlining reporting and saving time. Extend with AI for automated categorization.
What types of tasks can I perform by integrating FreeAgent with Trint?
Integrating FreeAgent with Trint allows you to perform various tasks, including:
- Automatically create FreeAgent expenses from analyzed Trint interview transcripts.
- Update FreeAgent projects based on keywords found in Trint meeting recordings.
- Generate summaries of transcribed audio and use them to create FreeAgent invoices.
- Trigger FreeAgent tasks upon completion of Trint transcription projects.
- Archive Trint transcripts and associate them with relevant FreeAgent records.
What FreeAgent data can I access within Latenode workflows?
You can access contacts, invoices, projects, expenses, and other key FreeAgent data in Latenode, using it to drive advanced automation.
Are there any limitations to the FreeAgent and Trint integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- FreeAgent's API rate limits may impact high-volume data processing.
- Complex data transformations might require JavaScript coding in Latenode.
- Real-time updates depend on the polling interval configured in your workflow.
