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Automatically create FreeAgent invoices from new HubSpot deals, centralizing sales and accounting data. Latenode's visual editor simplifies complex workflows with no-code and JavaScript, while affordable pricing scales to any deal volume.
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Create a New Scenario to Connect HubSpot 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 HubSpot, triggered by another scenario, or executed manually (for testing purposes). In most cases, HubSpot or FreeAgent will be your first step. To do this, click "Choose an app," find HubSpot or FreeAgent, and select the appropriate trigger to start the scenario.
Add the HubSpot Node
Select the HubSpot node from the app selection panel on the right.
HubSpot
Add the FreeAgent Node
Next, click the plus (+) icon on the HubSpot 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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FreeAgent
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 HubSpot 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 HubSpot and FreeAgent Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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FreeAgent
Trigger on Webhook
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HubSpot
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring HubSpot, 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 HubSpot and FreeAgent integration works as expected. Depending on your setup, data should flow between HubSpot and FreeAgent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
HubSpot + FreeAgent + Slack: When a deal reaches a closed-won stage in HubSpot, an invoice is automatically created in FreeAgent, and a notification is sent to a designated Slack channel to inform the sales team.
FreeAgent + HubSpot + Google Sheets: When a new invoice is created in FreeAgent, its data is recorded in a Google Sheet. The corresponding contact's 'total spent' property in HubSpot is then updated with the invoice amount.
About HubSpot
Sync HubSpot contacts, deals, and marketing data with other apps in Latenode for automated workflows. Update records, trigger email sequences based on behavior, or generate reports. Use Latenode’s visual editor and affordable pricing to build complex, scalable marketing automation without code or per-step fees. Connect to CRMs, databases, and analytics tools.
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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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How can I connect my HubSpot account to FreeAgent using Latenode?
To connect your HubSpot account to FreeAgent on Latenode, follow these steps:
Can I automate invoice creation upon deal closing?
Yes, you can! Latenode lets you trigger FreeAgent invoice creation automatically when a deal closes in HubSpot, saving time. Plus, AI enhancements can personalize invoice messaging.
What types of tasks can I perform by integrating HubSpot with FreeAgent?
Integrating HubSpot with FreeAgent allows you to perform various tasks, including:
How secure is connecting HubSpot to FreeAgent via Latenode?
Latenode employs robust security measures, including encryption and secure authentication, ensuring your HubSpot and FreeAgent data remains protected during integration.
Are there any limitations to the HubSpot and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: