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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.
Connect Productboard and FreeAgent in minutes with Latenode.
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Create a New Scenario to Connect Productboard 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 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.
Productboard
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.
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.
Productboard
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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 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.
Set Up the Productboard 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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Productboard
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Productboard, 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 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.
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.
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.
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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 Productboard account to FreeAgent using Latenode?
To connect your Productboard account to FreeAgent on Latenode, follow these steps:
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:
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: