FreeAgent and WildApricot Integration

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Sync FreeAgent invoices with WildApricot memberships, automating accounting and member access. Latenode's flexible API integrations and JavaScript nodes make custom business logic simple while keeping costs low with pay-by-execution pricing.

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FreeAgent

WildApricot

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect FreeAgent and WildApricot

Create a New Scenario to Connect FreeAgent and WildApricot

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 WildApricot will be your first step. To do this, click "Choose an app," find FreeAgent or WildApricot, 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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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.

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FreeAgent

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Connect FreeAgent

Sign In

Run node once

Add the WildApricot Node

Next, click the plus (+) icon on the FreeAgent node, select WildApricot from the list of available apps, and choose the action you need from the list of nodes within WildApricot.

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FreeAgent

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WildApricot

Authenticate WildApricot

Now, click the WildApricot node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WildApricot settings. Authentication allows you to use WildApricot through Latenode.

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FreeAgent

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WildApricot

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Connect WildApricot

Sign In

Run node once

Configure the FreeAgent and WildApricot Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Connect WildApricot

WildApricot Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the FreeAgent and WildApricot 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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AI Anthropic Claude 3

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Save and Activate the Scenario

After configuring FreeAgent, WildApricot, 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 WildApricot integration works as expected. Depending on your setup, data should flow between FreeAgent and WildApricot (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 WildApricot

WildApricot + FreeAgent + Slack: When a new member joins WildApricot, a new contact is created in FreeAgent. Then, a welcome message is sent to the new member in Slack.

WildApricot + Stripe + FreeAgent: When a WildApricot member pays for an event, their payment is processed via Stripe, and a new invoice is created in FreeAgent.

FreeAgent and WildApricot 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 WildApricot

Automate WildApricot tasks inside Latenode. Sync membership data, trigger personalized emails, and update contact info across platforms. No more manual data entry or missed follow-ups. Latenode's visual editor and flexible logic nodes let you build scalable membership workflows that adapt to your needs. Benefit from no-code tools, JS scripting, and affordable execution-based pricing.

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FAQ FreeAgent and WildApricot

How can I connect my FreeAgent account to WildApricot using Latenode?

To connect your FreeAgent account to WildApricot 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 WildApricot accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate invoice creation in FreeAgent from new WildApricot members?

Yes! Latenode automates FreeAgent invoices from WildApricot memberships. Triggered by new members, it streamlines accounting, saving time and ensuring accurate billing with robust error handling.

What types of tasks can I perform by integrating FreeAgent with WildApricot?

Integrating FreeAgent with WildApricot allows you to perform various tasks, including:

  • Create FreeAgent invoices automatically upon new WildApricot member registration.
  • Update contact information in FreeAgent when a WildApricot member updates their profile.
  • Trigger personalized welcome emails via WildApricot when a FreeAgent invoice is paid.
  • Generate detailed financial reports in FreeAgent based on WildApricot membership data.
  • Sync membership levels from WildApricot to custom fields within FreeAgent contacts.

Can I use JavaScript to customize data flowing from WildApricot to FreeAgent?

Yes, with Latenode's JavaScript node, you can transform data between WildApricot and FreeAgent, handling complex logic and formats effortlessly.

Are there any limitations to the FreeAgent and WildApricot integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Real-time data synchronization depends on the API rate limits of both FreeAgent and WildApricot.
  • Custom field mapping may require manual configuration for complex or unique data structures.
  • Advanced reporting functionalities might necessitate custom JavaScript or AI node usage.

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