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Automatically create FreeAgent invoices from new Ontraport sales or contact updates. Latenode's visual editor makes it easier to map data and add custom logic with JavaScript, plus it's more affordable, scaling only by execution time.
Connect Ontraport and FreeAgent in minutes with Latenode.
Create Ontraport to FreeAgent workflow
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Create a New Scenario to Connect Ontraport and FreeAgent
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Ontraport, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ontraport or FreeAgent will be your first step. To do this, click "Choose an app," find Ontraport or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Ontraport Node
Select the Ontraport node from the app selection panel on the right.
Ontraport
Configure the Ontraport
Click on the Ontraport node to configure it. You can modify the Ontraport 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 Ontraport node, select FreeAgent from the list of available apps, and choose the action you need from the list of nodes within FreeAgent.
Ontraport
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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 Ontraport 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 Ontraport 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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Ontraport
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Ontraport, FreeAgent, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Ontraport and FreeAgent integration works as expected. Depending on your setup, data should flow between Ontraport and FreeAgent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Ontraport + FreeAgent + Slack: When a new contact is created in Ontraport or a new client is created in FreeAgent, a notification is sent to a Slack channel.
FreeAgent + Ontraport + Google Sheets: Log new invoices in FreeAgent and new contact creation in Ontraport to a Google Sheet for reporting.
About Ontraport
Use Ontraport with Latenode to automate marketing and sales tasks. Sync contacts, trigger campaigns, and update customer data based on actions in other apps. Build complex workflows visually, adding custom logic with JavaScript or AI for personalized experiences. Scale marketing automation affordably, paying only for execution time.
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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.
Related categories
How can I connect my Ontraport account to FreeAgent using Latenode?
To connect your Ontraport account to FreeAgent on Latenode, follow these steps:
Can I automate invoice creation in FreeAgent from new Ontraport contacts?
Yes, you can! Latenode's visual editor simplifies this automation. New contacts in Ontraport automatically trigger invoice creation in FreeAgent, saving you time and reducing manual data entry.
What types of tasks can I perform by integrating Ontraport with FreeAgent?
Integrating Ontraport with FreeAgent allows you to perform various tasks, including:
Can I use JavaScript to transform data between Ontraport and FreeAgent?
Yes! Latenode allows you to use JavaScript code blocks to handle any complex data transformations required for your Ontraport and FreeAgent integration.
Are there any limitations to the Ontraport and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: