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How to connect Kommo and FreeAgent
Create a New Scenario to Connect Kommo 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 Kommo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kommo or FreeAgent will be your first step. To do this, click "Choose an app," find Kommo or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Kommo Node
Select the Kommo node from the app selection panel on the right.
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Add the FreeAgent Node
Next, click the plus (+) icon on the Kommo 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 Kommo 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 Kommo 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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Save and Activate the Scenario
After configuring Kommo, 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 Kommo and FreeAgent integration works as expected. Depending on your setup, data should flow between Kommo 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 Kommo and FreeAgent
Kommo + FreeAgent + Slack: When a deal closes in Kommo, create an invoice in FreeAgent and notify the sales team in Slack via a public channel message.
FreeAgent + Kommo + Google Sheets: When a new invoice is generated in FreeAgent, create a new contact in Kommo and record the new contact information in Google Sheets.
Kommo and FreeAgent integration alternatives
About Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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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 Kommo and FreeAgent
How can I connect my Kommo account to FreeAgent using Latenode?
To connect your Kommo account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kommo and click on "Connect".
- Authenticate your Kommo 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 Kommo deals?
Yes, you can! Latenode's visual editor makes it easy. Automatically trigger invoice creation when a deal reaches a certain stage, saving time and reducing manual data entry.
What types of tasks can I perform by integrating Kommo with FreeAgent?
Integrating Kommo with FreeAgent allows you to perform various tasks, including:
- Automatically create FreeAgent contacts from new Kommo leads.
- Update FreeAgent invoices when a Kommo deal is won.
- Sync Kommo deal amounts with FreeAgent project budgets.
- Trigger Kommo tasks when a FreeAgent invoice is paid.
- Generate financial reports based on Kommo sales data in FreeAgent.
What kind of Kommo data can I access within Latenode workflows?
Latenode gives you access to all standard Kommo data, plus the ability to use JavaScript to extract custom fields.
Are there any limitations to the Kommo and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom field mappings may require JavaScript for advanced transformations.
- Initial data synchronization requires careful planning for large datasets.
- FreeAgent's API rate limits may impact high-volume data processing.
