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How to connect Loyverse and FreeAgent
Create a New Scenario to Connect Loyverse 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 Loyverse, triggered by another scenario, or executed manually (for testing purposes). In most cases, Loyverse or FreeAgent will be your first step. To do this, click "Choose an app," find Loyverse or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Loyverse Node
Select the Loyverse node from the app selection panel on the right.
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Configure the Loyverse
Click on the Loyverse node to configure it. You can modify the Loyverse 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 Loyverse 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 Loyverse 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 Loyverse 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 Loyverse, 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 Loyverse and FreeAgent integration works as expected. Depending on your setup, data should flow between Loyverse 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 Loyverse and FreeAgent
Loyverse + QuickBooks: When a new invoice is created in Loyverse, a corresponding invoice is created in QuickBooks to maintain synchronized accounting records.
FreeAgent + Loyverse + Slack: When a new contact is created in FreeAgent, and a corresponding customer exists or is created in Loyverse, a notification is sent to a Slack channel.
Loyverse and FreeAgent integration alternatives
About Loyverse
Sync Loyverse sales data to your accounting or marketing tools using Latenode. Automate inventory updates based on Loyverse transactions. Trigger custom workflows for customer loyalty programs. Latenode lets you connect Loyverse data to any app without code, adding powerful automation to your POS system.
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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 Loyverse and FreeAgent
How can I connect my Loyverse account to FreeAgent using Latenode?
To connect your Loyverse account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Loyverse and click on "Connect".
- Authenticate your Loyverse and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate bookkeeping from Loyverse sales data?
Yes, you can! Latenode allows you to automatically create FreeAgent invoices from Loyverse sales, saving time and reducing manual data entry. Customize the flow with JavaScript for advanced logic.
What types of tasks can I perform by integrating Loyverse with FreeAgent?
Integrating Loyverse with FreeAgent allows you to perform various tasks, including:
- Automatically create FreeAgent invoices from Loyverse sales data.
- Update customer information in FreeAgent based on Loyverse customer data.
- Generate financial reports in FreeAgent using Loyverse sales summaries.
- Trigger FreeAgent alerts for specific Loyverse sales thresholds.
- Sync product information between Loyverse and FreeAgent.
Can I customize data transformations between Loyverse and FreeAgent?
Yes, with Latenode you can. Use built-in functions or JavaScript blocks to tailor data to FreeAgent's format, adding precision to your workflows.
Are there any limitations to the Loyverse and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom reports in FreeAgent might require advanced JavaScript knowledge.
- Real-time data synchronization depends on the API limits of both Loyverse and FreeAgent.
- Initial setup requires understanding of both Loyverse and FreeAgent data structures.
