.svg){kind=icon}
How to connect Instantly and FreeAgent
Create a New Scenario to Connect Instantly 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or FreeAgent will be your first step. To do this, click "Choose an app," find Instantly or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
+
1
Instantly
Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly 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 Instantly node, select FreeAgent from the list of available apps, and choose the action you need from the list of nodes within FreeAgent.
1
Instantly
⚙
+
2
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 Instantly 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 Instantly 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
FreeAgent
1
Trigger on Webhook
⚙
2
Instantly
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Instantly, 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 Instantly and FreeAgent integration works as expected. Depending on your setup, data should flow between Instantly 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 Instantly and FreeAgent
Instantly + FreeAgent + Slack: When a new lead is created in Instantly, wait for a new invoice to be created in FreeAgent. If an invoice is created, send a Slack message.
FreeAgent + Instantly + Google Sheets: When a new expense is added to FreeAgent, search for leads in Instantly. Then, log the FreeAgent expense and Instantly lead data in a Google Sheet.
Instantly and FreeAgent integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
Similar apps
Related categories
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.
Related categories
See how Latenode works
.svg)
.png)
FAQ Instantly and FreeAgent
How can I connect my Instantly account to FreeAgent using Latenode?
To connect your Instantly account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update FreeAgent with new Instantly leads?
Yes, you can! Latenode enables real-time FreeAgent updates whenever new leads are captured in Instantly, streamlining your sales and accounting workflows. Leverage no-code blocks or custom JavaScript.
What types of tasks can I perform by integrating Instantly with FreeAgent?
Integrating Instantly with FreeAgent allows you to perform various tasks, including:
- Create FreeAgent contacts from new Instantly leads automatically.
- Update FreeAgent invoices based on Instantly campaign performance.
- Trigger Instantly campaigns when new clients are added in FreeAgent.
- Log Instantly outreach activities as notes within FreeAgent contacts.
- Synchronize client data between Instantly and FreeAgent bi-directionally.
HowdoesLatenodeensurethedataisflowingsecurelybetweenInstantlyandFreeAgent?
Latenode employs robust encryption and secure authentication protocols, ensuring all data transmitted between Instantly and FreeAgent remains protected and private.
Are there any limitations to the Instantly 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.
- Rate limits imposed by Instantly and FreeAgent APIs apply.
- Historical data synchronization might require a custom workflow.
