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How to connect HighLevel and FreeAgent
Create a New Scenario to Connect HighLevel and FreeAgent
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 HighLevel, triggered by another scenario, or executed manually (for testing purposes). In most cases, HighLevel or FreeAgent will be your first step. To do this, click "Choose an app," find HighLevel or FreeAgent, and select the appropriate trigger to start the scenario.
Add the HighLevel Node
Select the HighLevel node from the app selection panel on the right.
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Configure the HighLevel
Click on the HighLevel node to configure it. You can modify the HighLevel URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the FreeAgent Node
Next, click the plus (+) icon on the HighLevel node, select FreeAgent from the list of available apps, and choose the action you need from the list of nodes within FreeAgent.
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Authenticate FreeAgent
Now, click the FreeAgent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your FreeAgent settings. Authentication allows you to use FreeAgent through Latenode.
Configure the HighLevel and FreeAgent 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 HighLevel and FreeAgent 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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Save and Activate the Scenario
After configuring HighLevel, FreeAgent, 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 HighLevel and FreeAgent integration works as expected. Depending on your setup, data should flow between HighLevel and FreeAgent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect HighLevel and FreeAgent
HighLevel + FreeAgent + Slack: When a new opportunity is created in HighLevel (deal closes), create an invoice in FreeAgent. Then, send a notification to a Slack channel to inform the sales team.
FreeAgent + Google Sheets + HighLevel: When a new invoice is created in FreeAgent, record the payment details in a Google Sheet. Then, update the client's contact information in HighLevel with the invoice details.
HighLevel and FreeAgent integration alternatives
About HighLevel
Use HighLevel with Latenode to automate marketing and sales tasks. Sync leads, trigger follow-ups, and manage campaigns within visual workflows. Connect HighLevel to other apps, enrich data with AI, and scale operations without complex coding. Latenode offers flexible automation at a predictable cost.
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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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FAQ HighLevel and FreeAgent
How can I connect my HighLevel account to FreeAgent using Latenode?
To connect your HighLevel account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HighLevel and click on "Connect".
- Authenticate your HighLevel and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create FreeAgent invoices from new HighLevel sales?
Yes, you can! Latenode's visual editor makes it easy to trigger invoice creation in FreeAgent whenever a new sale is recorded in HighLevel, saving you time and ensuring accurate accounting.
What types of tasks can I perform by integrating HighLevel with FreeAgent?
Integrating HighLevel with FreeAgent allows you to perform various tasks, including:
- Automatically create new FreeAgent contacts from HighLevel leads.
- Update FreeAgent contact information when HighLevel contact details change.
- Trigger HighLevel follow-up campaigns upon FreeAgent invoice payment.
- Generate FreeAgent estimates when new deals are created in HighLevel.
- Sync transaction data between HighLevel and FreeAgent for reporting.
Can I use JavaScript to transform data between HighLevel and FreeAgent?
Yes! Latenode supports custom JavaScript code, so you can transform data formats to fit perfectly between HighLevel and FreeAgent.
Are there any limitations to the HighLevel and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both apps.
- Custom field mapping requires manual configuration.
