Connect FreeAgent and Custom Views 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 Custom Views
Enable Integrations or automations with these events of FreeAgent and Custom Views
Enable Integrations or automations with these events of FreeAgent and Custom Views
Triggers
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.
Actions
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 Custom Views accounts to viaSocket. Once connected, you can set up a workflow where an event in FreeAgent triggers actions in Custom Views (or vice versa).
Absolutely. You can customize how FreeAgent data is recorded in Custom Views. This includes choosing which data fields go into which fields of Custom Views, setting up custom formats, and filtering out unwanted information.
The data sync between FreeAgent and Custom Views 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 Custom Views. 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 Custom Views
Custom Views allows users to personalize how data, dashboards, and workflows are displayed. It enables filtering, sorting, and creating role-based or task-specific views for improved productivity. By tailoring interfaces to individual or team needs, Custom Views helps organizations boost efficiency, collaboration, and decision-making.
Learn More
