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Automatically create FreeAgent invoices from new LeadMagic leads to streamline sales. Latenode's visual editor simplifies the logic, while affordable pricing lets you scale without cost concerns.
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Create a New Scenario to Connect LeadMagic 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 LeadMagic, triggered by another scenario, or executed manually (for testing purposes). In most cases, LeadMagic or FreeAgent will be your first step. To do this, click "Choose an app," find LeadMagic or FreeAgent, and select the appropriate trigger to start the scenario.
Add the LeadMagic Node
Select the LeadMagic node from the app selection panel on the right.
LeadMagic
Configure the LeadMagic
Click on the LeadMagic node to configure it. You can modify the LeadMagic 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 LeadMagic node, select FreeAgent from the list of available apps, and choose the action you need from the list of nodes within FreeAgent.
LeadMagic
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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 LeadMagic 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 LeadMagic 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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LeadMagic
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring LeadMagic, 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 LeadMagic and FreeAgent integration works as expected. Depending on your setup, data should flow between LeadMagic and FreeAgent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
LeadMagic + FreeAgent + Slack: When a new lead is identified in LeadMagic, a corresponding contact is created in FreeAgent. A notification is then sent to the sales team in Slack to inform them of the new lead.
FreeAgent + LeadMagic + Google Sheets: When a new invoice is created in FreeAgent, the associated client's profile is searched in LeadMagic. The client information and invoice details are then added as a new row to a Google Sheet.
About LeadMagic
Use LeadMagic inside Latenode to automate lead generation and outreach. Qualify leads, enrich data, and trigger personalized follow-ups based on behavior. Latenode’s visual editor makes it easy to build complex workflows, scale your outreach, and connect to other tools 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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How can I connect my LeadMagic account to FreeAgent using Latenode?
To connect your LeadMagic account to FreeAgent on Latenode, follow these steps:
Can I automatically create FreeAgent invoices from new LeadMagic leads?
Yes, you can! Latenode allows you to automate invoice creation in FreeAgent whenever a new lead is captured in LeadMagic, saving you time and ensuring prompt billing.
What types of tasks can I perform by integrating LeadMagic with FreeAgent?
Integrating LeadMagic with FreeAgent allows you to perform various tasks, including:
How can I use JavaScript to transform LeadMagic data before sending it to FreeAgent?
Latenode's JavaScript blocks let you customize data transformations, enrich information, and handle complex logic before updating records in FreeAgent.
Are there any limitations to the LeadMagic and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: