Connect ConvertKit or Kit and FreeAgent to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Subscriber
New Purchase
New Tag Subscriber
New Unsubscribe
Tag Removed From Subscriber
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 ConvertKit or Kit and FreeAgent automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Subscriber
Triggers when a subscription occurs to a specific form
New Purchase
Triggers when a new purchase is added to your account.
New Tag Subscriber
Triggers when a specific tag is added to a subscriber
New Unsubscribe
Triggers when a subscriber unsubscribes from your email.
Tag Removed From Subscriber
Triggers when a specific tag is removed from a subscriber
New Contact
Triggers when you add a new contact.
Do thisActions
Action is the task that follows automatically within your ConvertKit or Kit integrations.
Find a Subscriber
Find a existing Subscriber via email.
Add Subscriber To Form
Subscribe someone to a specific form.
Add Subscriber to Sequence
Add a subscriber to a specific sequence.
Remove Tag From Subscriber
Remove a specific tag from a subscriber.
Create Purchase
Adds a purchase to a subscriber an existing purchase.
Add Tag to Subscriber
Add tag to a specific subscriber.
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Frequently Asked Questions
To start, connect both your ConvertKit or Kit and FreeAgent accounts to viaSocket. Once connected, you can set up a workflow where an event in ConvertKit or Kit triggers actions in FreeAgent (or vice versa).
Absolutely. You can customize how ConvertKit or Kit 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 ConvertKit or Kit 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 ConvertKit or Kit 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 ConvertKit or Kit
ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.
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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