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How to connect LiveChat and FreeAgent
Create a New Scenario to Connect LiveChat 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 LiveChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, LiveChat or FreeAgent will be your first step. To do this, click "Choose an app," find LiveChat or FreeAgent, and select the appropriate trigger to start the scenario.
Add the LiveChat Node
Select the LiveChat node from the app selection panel on the right.
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Configure the LiveChat
Click on the LiveChat node to configure it. You can modify the LiveChat 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 LiveChat 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 LiveChat 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 LiveChat 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 LiveChat, 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 LiveChat and FreeAgent integration works as expected. Depending on your setup, data should flow between LiveChat 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 LiveChat and FreeAgent
LiveChat + FreeAgent + Slack: When a high-priority chat is deactivated in LiveChat, an invoice is created in FreeAgent, and a notification is sent to the finance team in Slack.
FreeAgent + Google Sheets + LiveChat: When a new invoice is created in FreeAgent, the details are recorded in Google Sheets. When a user initiates a live chat, the bot uses the Google Sheets data to answer user questions about their invoices.
LiveChat and FreeAgent integration alternatives
About LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and 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 LiveChat and FreeAgent
How can I connect my LiveChat account to FreeAgent using Latenode?
To connect your LiveChat account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select LiveChat and click on "Connect".
- Authenticate your LiveChat and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create FreeAgent invoices from LiveChat transcripts?
Yes, you can! Latenode lets you parse LiveChat data and automatically generate FreeAgent invoices using no-code or JavaScript. Save time and ensure accurate billing based on chat interactions.
What types of tasks can I perform by integrating LiveChat with FreeAgent?
Integrating LiveChat with FreeAgent allows you to perform various tasks, including:
- Create new FreeAgent contacts from new LiveChat conversations.
- Log LiveChat support time against FreeAgent projects automatically.
- Trigger FreeAgent invoice generation based on LiveChat keywords.
- Update FreeAgent contact details with LiveChat customer information.
- Send automated FreeAgent payment reminders through LiveChat.
HowcanIcustomizeLiveChatFreeAgentinteractionsonLatenodewithJavaScript?
Latenode lets you use JavaScript for advanced logic. Transform data, create custom actions, and tailor the integration beyond simple no-code options.
Are there any limitations to the LiveChat and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical LiveChat data migration to FreeAgent may require custom scripting.
- Complex FreeAgent pricing models might need custom JavaScript logic.
- Attachment uploads from LiveChat to FreeAgent have size restrictions.
