When this happens...

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
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when you add a new contact.
Triggers when a new invoice is added or meets criterion.
Triggers when a new task is added.
Triggers when a new user is added.
Triggers when a new project is added.
Action is the task that follows automatically within your Bigin integrations.
Create a new contact
Retrieves the details of the organization.
Create a task inside a project.
Create a new contact in FreeAgent.
Create a new User in FreeAgent.
Create a new Project in FreeAgent.

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To start, connect both your Bigin and FreeAgent accounts to viaSocket. Once connected, you can set up a workflow where an event in Bigin triggers actions in FreeAgent (or vice versa).
Absolutely. You can customize how Bigin 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 Bigin 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 Bigin 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.
Bigin is your secret weapon to organize your business data into Contacts, Companies, Pipelines, and Activities allowing you to see what areas need your attention and when.
Learn MoreFreeAgent 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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