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How to connect Nimble and FreeAgent
Create a New Scenario to Connect Nimble 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 Nimble, triggered by another scenario, or executed manually (for testing purposes). In most cases, Nimble or FreeAgent will be your first step. To do this, click "Choose an app," find Nimble or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Nimble Node
Select the Nimble node from the app selection panel on the right.
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Add the FreeAgent Node
Next, click the plus (+) icon on the Nimble 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 Nimble 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 Nimble 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 Nimble, 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 Nimble and FreeAgent integration works as expected. Depending on your setup, data should flow between Nimble 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 Nimble and FreeAgent
FreeAgent + Nimble + Slack: When a new invoice is created in FreeAgent, a contact is created or updated in Nimble. Then, a Slack message is sent to a designated channel notifying the team about the new invoice and the associated contact in Nimble.
FreeAgent + Nimble + Google Sheets: When a new invoice is created in FreeAgent or a contact is created in Nimble, the details of the invoice and contact are added as a new row in a Google Sheet for tracking and reporting purposes.
Nimble and FreeAgent integration alternatives
About Nimble
Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter automation.
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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 Nimble and FreeAgent
How can I connect my Nimble account to FreeAgent using Latenode?
To connect your Nimble account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Nimble and click on "Connect".
- Authenticate your Nimble 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 Nimble deals?
Yes, you can! Latenode's visual editor and advanced logic allow you to create workflows that automate invoice creation, saving time and ensuring accuracy.
What types of tasks can I perform by integrating Nimble with FreeAgent?
Integrating Nimble with FreeAgent allows you to perform various tasks, including:
- Create FreeAgent invoices when a Nimble deal reaches a specific stage.
- Update FreeAgent customer details when a Nimble contact is modified.
- Generate a Nimble contact from a new FreeAgent customer.
- Send payment reminders from FreeAgent based on Nimble deal closure dates.
- Sync product information between Nimble and FreeAgent.
Howsecureisdata transferbetweenNimbleandFreeAgentviaLatenode?
Latenode uses secure data encryption and follows industry best practices to ensure the safe transfer of information between Nimble and FreeAgent.
Are there any limitations to the Nimble and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data cannot be automatically synced; the integration works from the point of setup.
- Complex custom fields might require JavaScript or prompt-based AI to map effectively.
- The rate limits of the Nimble and FreeAgent APIs can impact the speed of data transfer.
