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Automatically update FreeAgent with financial data triggered by Process Street checklist completions, ensuring accurate bookkeeping. Latenode's visual editor simplifies complex workflows, and affordable execution-based pricing makes scaling automations cost-effective.
Connect Process Street and FreeAgent in minutes with Latenode.
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Create a New Scenario to Connect Process Street and FreeAgent
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ 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.
Process Street
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.
Process Street
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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 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:
JavaScript
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AI Anthropic Claude 3
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FreeAgent
Trigger on Webhook
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Process Street
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Process Street, FreeAgent, and any additional nodes, donโt 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 โRun onceโ 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.
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.
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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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:
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:
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: