Productboard and FreeAgent Integration

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Automatically create invoices in FreeAgent from prioritized features in Productboard. Latenode's visual editor simplifies complex setups and with affordable execution pricing, scaling your billing workflows is effortless.

Swap Apps

Productboard

FreeAgent

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Productboard and FreeAgent

Create a New Scenario to Connect Productboard and FreeAgent

In the workspace, click the β€œCreate 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 Productboard, triggered by another scenario, or executed manually (for testing purposes). In most cases, Productboard or FreeAgent will be your first step. To do this, click "Choose an app," find Productboard or FreeAgent, and select the appropriate trigger to start the scenario.

Add the Productboard Node

Select the Productboard node from the app selection panel on the right.

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Configure the Productboard

Click on the Productboard node to configure it. You can modify the Productboard URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Productboard

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Run node once

Add the FreeAgent Node

Next, click the plus (+) icon on the Productboard 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.

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Configure the Productboard 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.

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FreeAgent Oauth 2.0

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The action ID

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Run node once

Set Up the Productboard 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 Productboard, 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 β€œRun once” and triggering an event to check if the Productboard and FreeAgent integration works as expected. Depending on your setup, data should flow between Productboard 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 Productboard and FreeAgent

Productboard + FreeAgent + Slack: When a new feature is added to Productboard, a corresponding task is created in FreeAgent to track associated work. A notification is then sent to a Slack channel to inform the finance team.

FreeAgent + Productboard + Google Sheets: When a new task is created in FreeAgent, the details are logged to a Google Sheet. This data is then linked back to Productboard by creating a note on the relevant feature for budget tracking.

Productboard and FreeAgent integration alternatives

About Productboard

Sync Productboard insights into Latenode to automate product development workflows. Track feature requests, prioritize tasks, and trigger actions in other apps (like Jira or Slack) based on user feedback. Build custom reports and alerts using Latenode's visual editor, making feedback actionable across teams without manual data wrangling.

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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FAQ Productboard and FreeAgent

How can I connect my Productboard account to FreeAgent using Latenode?

To connect your Productboard account to FreeAgent on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Productboard and click on "Connect".
  • Authenticate your Productboard and FreeAgent accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I track feature requests against project profitability?

Yes, you can! Latenode allows advanced data transformations, so you can correlate Productboard feature requests with FreeAgent project financials for smarter prioritization.

What types of tasks can I perform by integrating Productboard with FreeAgent?

Integrating Productboard with FreeAgent allows you to perform various tasks, including:

  • Create FreeAgent projects automatically when new features are planned.
  • Update project budgets in FreeAgent based on Productboard feature estimations.
  • Log time against specific features directly from Productboard user feedback.
  • Trigger invoice creation in FreeAgent when a Productboard feature ships.
  • Generate profitability reports based on feature usage data.

How does Latenode handle Productboard's complex nested feature data?

Latenode's advanced data mapping and JavaScript capabilities ensure accurate handling of nested Productboard data, providing a streamlined integration.

Are there any limitations to the Productboard and FreeAgent integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical data migration may require custom scripting.
  • Real-time updates depend on Productboard and FreeAgent API availability.
  • Complex data transformations require some familiarity with JavaScript.

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