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Connect FreeAgent with WhatConverts to track ad spend ROI accurately. Latenode's visual editor makes it easier to build custom attribution models, while affordable pricing lets you scale insights without cost concerns.
Connect FreeAgent and WhatConverts in minutes with Latenode.
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Create a New Scenario to Connect FreeAgent and WhatConverts
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
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 WhatConverts will be your first step. To do this, click "Choose an app," find FreeAgent or WhatConverts, 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.
FreeAgent
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 WhatConverts Node
Next, click the plus (+) icon on the FreeAgent node, select WhatConverts from the list of available apps, and choose the action you need from the list of nodes within WhatConverts.
FreeAgent
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WhatConverts
Authenticate WhatConverts
Now, click the WhatConverts node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatConverts settings. Authentication allows you to use WhatConverts through Latenode.
Configure the FreeAgent and WhatConverts 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 WhatConverts Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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WhatConverts
Trigger on Webhook
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FreeAgent
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring FreeAgent, WhatConverts, 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.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the FreeAgent and WhatConverts integration works as expected. Depending on your setup, data should flow between FreeAgent and WhatConverts (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
WhatConverts + FreeAgent + Slack: When a new lead is tracked in WhatConverts, create a corresponding task in FreeAgent to manage the lead. Then, send a Slack message to the sales team to notify them of the new lead and the associated task.
WhatConverts + FreeAgent + Google Sheets: Log new lead conversions from WhatConverts and automatically create invoices in FreeAgent. Then, track all lead and invoice data in a Google Sheets spreadsheet for reporting and analysis.
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 WhatConverts
Capture and analyze marketing leads in WhatConverts, then pipe data to Latenode to automate follow-ups. Qualify leads based on source & behavior using Latenode's no-code tools, triggering custom CRM updates or personalized email sequences. Scale lead management without complex coding.
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How can I connect my FreeAgent account to WhatConverts using Latenode?
To connect your FreeAgent account to WhatConverts on Latenode, follow these steps:
Can I track FreeAgent invoices based on WhatConverts leads?
Yes, you can! Latenode allows seamless data transfer, triggering invoice creation in FreeAgent upon a new lead in WhatConverts. Gain full sales attribution and optimize marketing efforts.
What types of tasks can I perform by integrating FreeAgent with WhatConverts?
Integrating FreeAgent with WhatConverts allows you to perform various tasks, including:
What FreeAgent data can I access within Latenode workflows?
You can access contacts, invoices, projects, and other key data. Use it to build advanced workflows and reporting inside Latenode's visual editor.
Are there any limitations to the FreeAgent and WhatConverts integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: