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How to connect Moxie and FreeAgent
Create a New Scenario to Connect Moxie 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 Moxie, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moxie or FreeAgent will be your first step. To do this, click "Choose an app," find Moxie or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Moxie Node
Select the Moxie node from the app selection panel on the right.
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Add the FreeAgent Node
Next, click the plus (+) icon on the Moxie 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 Moxie 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 Moxie 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 Moxie, 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 Moxie and FreeAgent integration works as expected. Depending on your setup, data should flow between Moxie 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 Moxie and FreeAgent
Moxie + FreeAgent + Slack: When a new client is added in Moxie, a corresponding project is created in FreeAgent. Subsequently, a message is sent to a designated Slack channel to notify the team about the new client and project.
FreeAgent + Moxie + Google Sheets: When a new invoice is created in FreeAgent, the invoice data and corresponding client information from Moxie are recorded in a Google Sheet for reporting purposes.
Moxie and FreeAgent integration alternatives
About Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently 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 Moxie and FreeAgent
How can I connect my Moxie account to FreeAgent using Latenode?
To connect your Moxie account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moxie and click on "Connect".
- Authenticate your Moxie and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation after a Moxie support interaction?
Yes, you can! Latenode's visual editor makes it easy to trigger FreeAgent invoice creation directly from Moxie interactions, saving you time and ensuring prompt billing.
What types of tasks can I perform by integrating Moxie with FreeAgent?
Integrating Moxie with FreeAgent allows you to perform various tasks, including:
- Automatically creating new FreeAgent contacts from new Moxie customer profiles.
- Generating invoices in FreeAgent after a successful Moxie support ticket closure.
- Updating FreeAgent project details based on information gathered from Moxie chats.
- Logging Moxie support hours as billable time entries in FreeAgent.
- Sending FreeAgent payment reminders based on interaction history from Moxie.
How do I handle errors with Moxie inside a Latenode workflow?
Latenode offers robust error handling. Use "Try/Catch" blocks and conditional logic to manage Moxie errors, ensuring workflow stability and preventing data loss.
Are there any limitations to the Moxie and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on the API rate limits of both Moxie and FreeAgent.
- Complex data transformations might require JavaScript code within Latenode.
- Initial setup requires appropriate permissions for both Moxie and FreeAgent accounts.
