Connect Drip and FreeAgent to Build Intelligent Automations

Choose a Trigger

Drip

When this happens...

Choose an Action

FreeAgent

Automatically do this!

Ready to use Drip and FreeAgent automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Subscriber

New Subscriber

Triggers when a new subscriber is added to Drip.

New Subscriber Tag

New Subscriber Tag

Triggers when a new tag is applied to a subscriber.

Remove Subscriber Tag

Remove Subscriber Tag

Triggers when a tag is removed from a subscriber.

New Custom Event

New Custom Event

Triggers when a subscriber performs a custom event.

Update Custom Field

Update Custom Field

Triggers when a subscriber custom field is updated.

Complete Campaign

Complete Campaign

Triggers when a subscriber completes a campaign.

Do thisActions

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

Add Tag to Subscriber

Add Tag to Subscriber

Adds a tag to a subscriber.

Remove Tag From Subscriber

Remove Tag From Subscriber

Removes a tag from a subscriber.

Subscribe to Campaign

Subscribe to Campaign

Subscribes someone to a campaign.

Trigger Event

Trigger Event

Creates an event for a subscriber (e.g. "Signed up for a trial").

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 Drip and FreeAgent?

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

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

Absolutely. You can customize how Drip 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 Drip and FreeAgent?

The data sync between Drip 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 Drip 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 Drip and FreeAgent?

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

Drip

About Drip

Drip is a powerful email marketing platform designed to help businesses engage and communicate with their customers effectively. It offers tools for automation, personalization, and analytics to enhance marketing strategies.

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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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