
When this happens...
New Contact
New Invoice
New Task
New User
New Project

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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.
Triggers when a new appointment is scheduled
Action is the task that follows automatically within your FreeAgent integrations.
Create a task inside a project.
Create a new contact in FreeAgent.
Create a new User in FreeAgent.
Create a new Project in FreeAgent.
Update a task.
Delete a task.

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To start, connect both your FreeAgent and Acuity Scheduling accounts to viaSocket. Once connected, you can set up a workflow where an event in FreeAgent triggers actions in Acuity Scheduling (or vice versa).
Absolutely. You can customize how FreeAgent data is recorded in Acuity Scheduling. This includes choosing which data fields go into which fields of Acuity Scheduling, setting up custom formats, and filtering out unwanted information.
The data sync between FreeAgent and Acuity Scheduling 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 FreeAgent and Acuity Scheduling. 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.
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.
Learn MoreEasy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.
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