Connect FreeAgent and Office 365 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!
Create Contact
Create Draft Email
Create Event
Delete Event
Update Contact
Ready to use FreeAgent and Office 365 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 Contact
Triggers when new contact is created.
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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Step by step guides to integrate FreeAgent and Office 365
Frequently Asked Questions
To start, connect both your FreeAgent and Office 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in FreeAgent triggers actions in Office 365 (or vice versa).
Absolutely. You can customize how FreeAgent data is recorded in Office 365. This includes choosing which data fields go into which fields of Office 365, setting up custom formats, and filtering out unwanted information.
The data sync between FreeAgent and Office 365 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 Office 365. 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 Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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