How to connect FreeAgent and WhatConverts
Create a New Scenario to Connect FreeAgent and WhatConverts
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 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.


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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:
- 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.

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, 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 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.
Most powerful ways to connect FreeAgent and WhatConverts
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.
FreeAgent and WhatConverts 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 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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FAQ FreeAgent and WhatConverts
How can I connect my FreeAgent account to WhatConverts using Latenode?
To connect your FreeAgent account to WhatConverts 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 WhatConverts accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Automatically creating FreeAgent contacts from new WhatConverts leads.
- Updating FreeAgent deals when a lead converts in WhatConverts.
- Generating invoices in FreeAgent based on qualified WhatConverts leads.
- Sending customized reports combining sales and marketing data.
- Triggering email sequences based on invoice statuses in FreeAgent.
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:
- Complex custom fields in FreeAgent may require custom JavaScript code.
- Real-time data synchronization depends on the API limits of both services.
- Historical data migration might require additional setup.