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


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Authenticate Zapier
Now, click the Zapier node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zapier settings. Authentication allows you to use Zapier through Latenode.
Configure the FreeAgent and Zapier 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 Zapier 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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Iterator
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Webhook response

Save and Activate the Scenario
After configuring FreeAgent, Zapier, 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 Zapier integration works as expected. Depending on your setup, data should flow between FreeAgent and Zapier (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 Zapier
FreeAgent + Zapier + Slack: When a new invoice is created in FreeAgent (via Zapier), a notification is sent to a specified Slack channel.
Zapier + FreeAgent + Google Sheets: When a new invoice is created in FreeAgent via Zapier, the invoice details are added as a new row in a Google Sheet.
FreeAgent and Zapier 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 Zapier
Use Zapier within Latenode for extended app connectivity. Trigger Latenode workflows from 6000+ apps. Solve complex automation gaps by combining Zapier’s breadth with Latenode's advanced logic, like custom JS scripts, affordable pricing, and browser automation. Simplify intricate tasks that need more than basic Zapier steps.
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See how Latenode works
FAQ FreeAgent and Zapier
How can I connect my FreeAgent account to Zapier using Latenode?
To connect your FreeAgent account to Zapier 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 Zapier accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create FreeAgent projects from new Zapier leads?
Yes, you can! Latenode's visual editor makes this easy. Automatically create projects, assign tasks, and track expenses, streamlining your workflow and saving you valuable time.
What types of tasks can I perform by integrating FreeAgent with Zapier?
Integrating FreeAgent with Zapier allows you to perform various tasks, including:
- Creating FreeAgent invoices from new Zapier form submissions.
- Updating FreeAgent contacts based on Zapier email marketing activity.
- Adding new FreeAgent expenses from Zapier expense reporting tools.
- Triggering Zapier actions when new FreeAgent invoices are created.
- Sending FreeAgent project updates to team communication tools via Zapier.
How does Latenode handle data transformations between FreeAgent and Zapier?
Latenode offers built-in data mapping and JavaScript blocks, allowing you to easily transform data between FreeAgent and Zapier according to your needs.
Are there any limitations to the FreeAgent and Zapier integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API limits of both apps.
- Complex data transformations may require JavaScript coding in Latenode.
- Some advanced FreeAgent features might not be directly exposed via the Zapier integration.