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How to connect Qwilr and FreeAgent
Create a New Scenario to Connect Qwilr 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 Qwilr, triggered by another scenario, or executed manually (for testing purposes). In most cases, Qwilr or FreeAgent will be your first step. To do this, click "Choose an app," find Qwilr or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Qwilr Node
Select the Qwilr node from the app selection panel on the right.
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Add the FreeAgent Node
Next, click the plus (+) icon on the Qwilr 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 Qwilr 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 Qwilr 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 Qwilr, 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 Qwilr and FreeAgent integration works as expected. Depending on your setup, data should flow between Qwilr 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 Qwilr and FreeAgent
Qwilr + FreeAgent + Slack: When a Qwilr proposal is accepted, an invoice is automatically created in FreeAgent. Subsequently, a notification is sent to the sales team in Slack to inform them of the new invoice.
FreeAgent + Pipedrive + Qwilr: When a FreeAgent invoice is paid, the corresponding deal stage in Pipedrive is updated. After the deal is updated, a thank you email, implemented as creating a new page, is automatically sent from Qwilr.
Qwilr and FreeAgent integration alternatives
About Qwilr
Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.
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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 Qwilr and FreeAgent
How can I connect my Qwilr account to FreeAgent using Latenode?
To connect your Qwilr account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Qwilr and click on "Connect".
- Authenticate your Qwilr and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create FreeAgent invoices from accepted Qwilr quotes?
Yes, you can! Latenode lets you watch for accepted Qwilr quotes and instantly generate corresponding FreeAgent invoices. This automation eliminates manual data entry and ensures timely billing cycles.
What types of tasks can I perform by integrating Qwilr with FreeAgent?
Integrating Qwilr with FreeAgent allows you to perform various tasks, including:
- Automatically create FreeAgent contacts from new Qwilr clients.
- Update FreeAgent invoice statuses when Qwilr quotes are accepted.
- Send payment reminders via Qwilr based on FreeAgent invoice due dates.
- Log accepted Qwilr quotes as sales opportunities in FreeAgent.
- Generate monthly sales reports in FreeAgent using Qwilr data.
How can I use custom fields in Qwilr with FreeAgent on Latenode?
Latenode allows you to map custom fields from Qwilr to corresponding fields in FreeAgent, ensuring all relevant data is synchronized between the two platforms.
Are there any limitations to the Qwilr and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Qwilr quote structures might require custom JavaScript for parsing.
- FreeAgent API rate limits can affect high-volume data synchronization.
- Real-time data sync depends on the polling interval configured in Latenode.
