Connect Docmaker and FreeAgent to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Docmaker
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 Docmaker and FreeAgent automations
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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 Docmaker integrations.
Create PDF From Docx Template
Send a docx template and dynamic data, and receive a merged pdf (or docx) file in the API response.
Fill Out PDF Form
Fills a pdf form
Print PDF From Webpage
Print webpages, based on URLs, to create pdf documents.
Create Task
Create a task inside a project.
Create Contact
Create a new contact in FreeAgent.
Create User
Create a new User in FreeAgent.
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Frequently Asked Questions
To start, connect both your Docmaker and FreeAgent accounts to viaSocket. Once connected, you can set up a workflow where an event in Docmaker triggers actions in FreeAgent (or vice versa).
Absolutely. You can customize how Docmaker 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 Docmaker 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 Docmaker 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 Docmaker
DocMaker is a tool for automating document generation, enabling users to create pixel‑perfect PDFs and DOCX files from templates. It integrates with platforms like Bubble, Typeform, and Zapier to fill templates with dynamic data and produce invoices, contracts, receipts, and more. Features include filling and converting DOCX, generating PDFs from web pages, handling images, conditions, and loops, and easy embedding into apps. Ideal for no‑code builders and SaaS teams needing fast, reliable PDF workflows.
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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