Connect Benchmark Email and FreeAgent to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Benchmark Email
Choose an Action
Automatically do this!
Create Task
Create Contact
Create User
Create a Project
Update a Task
Delete a Task
Update a Contact
Delete a Contact
Get a Contact
Update an User
Delete a User
Get a User
Update a Project
Delete a Project
Get a Project
Ready to use Benchmark Email and FreeAgent automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when you add a new contact.
New Invoice
Triggers when a new invoice is added or meets criterion.
New Task
Triggers when a new task is added.
New User
Triggers when a new user is added.
New Project
Triggers when a new project is added.
Do thisActions
Action is the task that follows automatically within your Benchmark Email integrations.
Find a contact
Get contact detail by its contact id.
Update Details of a Survey
Updating an existing details of a survey.
Update a Contact
Updating an existing contact.
Create a Segment
Creating a segment by using contact id.
Delete a survey
Deleting an existing survey
Delete an Email
deleting an existing email.
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Frequently Asked Questions
To start, connect both your Benchmark Email and FreeAgent accounts to viaSocket. Once connected, you can set up a workflow where an event in Benchmark Email triggers actions in FreeAgent (or vice versa).
Absolutely. You can customize how Benchmark Email data is recorded in FreeAgent. This includes choosing which data fields go into which fields of FreeAgent, setting up custom formats, and filtering out unwanted information.
The data sync between Benchmark Email and FreeAgent typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Benchmark Email and FreeAgent. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Benchmark Email
Benchmark Email is a cloud-based email marketing platform that helps businesses create, send, and manage email campaigns. It offers tools for building emails, automating campaigns, and analyzing their effectiveness.
Learn MoreAbout FreeAgent
FreeAgent is a comprehensive accounting software designed to simplify financial management for small businesses and freelancers. It offers features such as invoicing, expense tracking, project management, and tax forecasting, making it an ideal solution for managing business finances efficiently.
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