How to connect FreeAgent and WhatsApp Personal Account
Create a New Scenario to Connect FreeAgent and WhatsApp Personal Account
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 WhatsApp Personal Account will be your first step. To do this, click "Choose an app," find FreeAgent or WhatsApp Personal Account, 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 WhatsApp Personal Account Node
Next, click the plus (+) icon on the FreeAgent node, select WhatsApp Personal Account from the list of available apps, and choose the action you need from the list of nodes within WhatsApp Personal Account.


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WhatsApp Personal Account


Authenticate WhatsApp Personal Account
Now, click the WhatsApp Personal Account node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatsApp Personal Account settings. Authentication allows you to use WhatsApp Personal Account through Latenode.
Configure the FreeAgent and WhatsApp Personal Account 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 WhatsApp Personal Account 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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WhatsApp Personal Account
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, WhatsApp Personal Account, 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 WhatsApp Personal Account integration works as expected. Depending on your setup, data should flow between FreeAgent and WhatsApp Personal Account (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 WhatsApp Personal Account
FreeAgent + Google Sheets + WhatsApp Personal Account: When a new invoice is created in FreeAgent, its details are added to a Google Sheet. A payment reminder is then sent to the client via WhatsApp.
WhatsApp Personal Account + FreeAgent + Slack: When a new message is received in WhatsApp, the flow checks for payment confirmation. If payment is confirmed, it cross-references client data in FreeAgent and sends a notification to a Slack channel.
FreeAgent and WhatsApp Personal Account 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 WhatsApp Personal Account
Automate WhatsApp Personal Account messaging within Latenode to send notifications, gather data, or provide basic support. Build visual workflows triggered by events, then enrich or route message data to other apps. Scale customer interactions without complex code and per-step costs—use Latenode to connect WhatsApp to your business.
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FAQ FreeAgent and WhatsApp Personal Account
How can I connect my FreeAgent account to WhatsApp Personal Account using Latenode?
To connect your FreeAgent account to WhatsApp Personal Account 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 WhatsApp Personal Account accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send FreeAgent invoice reminders via WhatsApp?
Yes, you can! Latenode's visual editor makes it easy to trigger personalized WhatsApp messages for overdue invoices, improving payment collection with automated reminders.
What types of tasks can I perform by integrating FreeAgent with WhatsApp Personal Account?
Integrating FreeAgent with WhatsApp Personal Account allows you to perform various tasks, including:
- Send WhatsApp messages for new FreeAgent invoices.
- Notify clients of payment confirmations.
- Receive payment updates via WhatsApp.
- Automate personalized thank-you messages after payments.
- Send FreeAgent reports as WhatsApp attachments using JavaScript.
How does Latenode enhance FreeAgent automation?
Latenode’s advanced logic blocks & JavaScript integrations let you customize FreeAgent workflows far beyond basic integrations, adding bespoke AI and file parsing.
Are there any limitations to the FreeAgent and WhatsApp Personal Account integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Attachments via WhatsApp are subject to WhatsApp's file size limits.
- FreeAgent API rate limits may affect high-volume operations.
- Custom JavaScript code requires some technical expertise.