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Create integrations between FreeAgent and MyDocSafe
Create a Folder in Mydocsafe when New Contact in FreeAgent
Create a Portal in Mydocsafe when New Contact in FreeAgent
Create a Portal Group in Mydocsafe when New Contact in FreeAgent
Create a Folder in Mydocsafe when New Invoice in FreeAgent
Create a Portal in Mydocsafe when New Invoice in FreeAgent
Create a Portal Group in Mydocsafe when New Invoice in FreeAgent
Create a Folder in Mydocsafe when New Task in FreeAgent
Create a Portal in Mydocsafe when New Task in FreeAgent
Create a Portal Group in Mydocsafe when New Task in FreeAgent
Create a Folder in Mydocsafe when New User in FreeAgent
Actions and Triggers
When this happensTriggers
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.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Do thisActions
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 Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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Frequently Asked Questions
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 MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn More
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