Connect Botpress and FreeAgent to Build Intelligent Automations

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Botpress

When this happens...

Choose an Action

FreeAgent

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Workspace

New Workspace

Trigger when new workspace is created.

New Contact

New Contact

Triggers when you add a new contact.

New Invoice

New Invoice

Triggers when a new invoice is added or meets criterion.

New Task

New Task

Triggers when a new task is added.

New User

New User

Triggers when a new user is added.

New Project

New Project

Triggers when a new project is added.

Request a new Trigger for Botpress

Do thisActions

Action is the task that follows automatically within your Botpress integrations.

Create Workspace

Create Workspace

Creates a Workspace.

Update Workspace

Update Workspace

Update an existing workspace.

Delete Workspace

Delete Workspace

Delete an Existing Workspace.

Update Account

Update Account

Update an Existing Account.

Create Task

Create Task

Create a task inside a project.

Create Contact

Create Contact

Create a new contact in FreeAgent.

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Frequently Asked Questions

How do I start an integration between Botpress and FreeAgent?

To start, connect both your Botpress and FreeAgent accounts to viaSocket. Once connected, you can set up a workflow where an event in Botpress triggers actions in FreeAgent (or vice versa).

Can we customize how data from Botpress is recorded in FreeAgent?

Absolutely. You can customize how Botpress 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.

How often does the data sync between Botpress and FreeAgent?

The data sync between Botpress and FreeAgent typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Botpress to FreeAgent?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Botpress and FreeAgent?

Yes, you can set conditional logic to control the flow of data between Botpress 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.

Botpress

About Botpress

Botpress is a leading open-source platform designed for creating, managing, and deploying chatbots. It offers a comprehensive suite of tools for developers to build intelligent conversational agents that can be integrated into various applications and services. With its modular architecture and user-friendly interface, Botpress simplifies the process of developing chatbots, making it accessible for both technical and non-technical users.

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FreeAgent

About 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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