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How to connect Process Street and FreeAgent
Create a New Scenario to Connect Process Street 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 Process Street, triggered by another scenario, or executed manually (for testing purposes). In most cases, Process Street or FreeAgent will be your first step. To do this, click "Choose an app," find Process Street or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Process Street Node
Select the Process Street node from the app selection panel on the right.
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Configure the Process Street
Click on the Process Street node to configure it. You can modify the Process Street 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 Process Street 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 Process Street 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 Process Street 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 Process Street, 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 Process Street and FreeAgent integration works as expected. Depending on your setup, data should flow between Process Street 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 Process Street and FreeAgent
Process Street + FreeAgent + Slack: When a workflow run is completed in Process Street, the automation retrieves relevant data, such as costs and billable hours. It then posts a summary of this information to a designated Slack channel.
FreeAgent + Google Sheets + Process Street: When a new invoice is created in FreeAgent, the details are added to a Google Sheet. This then triggers a workflow run in Process Street for budget review, ensuring timely financial oversight.
Process Street and FreeAgent integration alternatives
About Process Street
Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.
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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 Process Street and FreeAgent
How can I connect my Process Street account to FreeAgent using Latenode?
To connect your Process Street account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Process Street and click on "Connect".
- Authenticate your Process Street and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation after task completion?
Yes, you can! Latenode enables automated invoice creation in FreeAgent upon task completion in Process Street, streamlining your billing process. No more manual data entry!
What types of tasks can I perform by integrating Process Street with FreeAgent?
Integrating Process Street with FreeAgent allows you to perform various tasks, including:
- Automatically create FreeAgent projects from Process Street checklists.
- Update FreeAgent tasks when a Process Street checklist is completed.
- Generate invoices in FreeAgent after a Process Street approval.
- Track billable hours in FreeAgent based on Process Street task durations.
- Send FreeAgent invoice reminders when a Process Street task is overdue.
Can I trigger Process Street checklists from FreeAgent events?
Yes, Latenode allows triggering Process Street checklists from FreeAgent events, such as new invoice creation, automating your workflows based on financial data.
Are there any limitations to the Process Street and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex FreeAgent reporting features may require custom JavaScript nodes.
- Data transfer is limited by the API limits of both Process Street and FreeAgent.
- Certain advanced FreeAgent configurations might not be directly supported.
