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How to connect Insightly and FreeAgent
Create a New Scenario to Connect Insightly 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 Insightly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Insightly or FreeAgent will be your first step. To do this, click "Choose an app," find Insightly or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Insightly Node
Select the Insightly node from the app selection panel on the right.
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Configure the Insightly
Click on the Insightly node to configure it. You can modify the Insightly 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 Insightly 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 Insightly 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 Insightly 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 Insightly, 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 Insightly and FreeAgent integration works as expected. Depending on your setup, data should flow between Insightly 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 Insightly and FreeAgent
Insightly + FreeAgent + Slack: When a deal is closed in Insightly and a new invoice is created in FreeAgent, a notification is sent to a designated Slack channel to inform the sales team.
FreeAgent + Insightly + Google Sheets: When a new invoice is created in FreeAgent, the invoice payment details and associated Insightly contact information are logged in a Google Sheet for reporting purposes.
Insightly and FreeAgent integration alternatives
About Insightly
Sync Insightly CRM with other apps inside Latenode to automate sales processes. Update records, trigger follow-ups, or create tasks based on new leads or deals. Latenode offers flexible logic, custom JavaScript, and direct data transfer between Insightly and other services, improving your sales workflow without code.
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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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See how Latenode works
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FAQ Insightly and FreeAgent
How can I connect my Insightly account to FreeAgent using Latenode?
To connect your Insightly account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Insightly and click on "Connect".
- Authenticate your Insightly 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 Insightly opportunities?
Yes, you can! Latenode lets you visually automate this, triggering invoice creation based on Insightly opportunity stages. Spend less time on manual data entry, speeding up your billing cycle.
What types of tasks can I perform by integrating Insightly with FreeAgent?
Integrating Insightly with FreeAgent allows you to perform various tasks, including:
- Create FreeAgent projects when new Insightly projects are created.
- Update FreeAgent client details when Insightly organization info changes.
- Generate Insightly tasks for overdue FreeAgent invoices.
- Sync contact information between Insightly and FreeAgent.
- Post revenue updates from FreeAgent to Insightly custom fields.
Can I use JavaScript within my Insightly and FreeAgent automations?
Yes! Latenode allows you to enhance your workflows with custom JavaScript code, enabling complex data transformations beyond simple field mapping.
Are there any limitations to the Insightly and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time syncing depends on API request limits of both Insightly and FreeAgent.
- Complex data transformations may require custom JavaScript coding knowledge.
- Historical data migration between the two platforms might need separate handling.
