Connect FreeAgent and Clear Crm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Invoice
New Task
New User
New Project
Choose an Action
Automatically do this!
- Request a new Action for Clear Crm
Ready to use FreeAgent and Clear Crm 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.
New Contract
Retrieve contracts added in Clear CRM during a specified recent time window and return matching records with a standardized UTC timestamp.
Do thisActions
Action is the task that follows automatically within your FreeAgent integrations.
Create Task
Create a task inside a project.
Create Contact
Create a new contact in FreeAgent.
Create User
Create a new User in FreeAgent.
Create a Project
Create a new Project in FreeAgent.
Update a Task
Update a task.
Delete a Task
Delete a task.
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Frequently Asked Questions
To start, connect both your FreeAgent and Clear Crm accounts to viaSocket. Once connected, you can set up a workflow where an event in FreeAgent triggers actions in Clear Crm (or vice versa).
Absolutely. You can customize how FreeAgent data is recorded in Clear Crm. This includes choosing which data fields go into which fields of Clear Crm, setting up custom formats, and filtering out unwanted information.
The data sync between FreeAgent and Clear Crm 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 Clear Crm. 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 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.
Learn MoreAbout Clear Crm
Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
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