Connect FreeAgent and ReadMe to Build Intelligent Automations

Choose a Trigger

FreeAgent

When this happens...

Choose an Action

ReadMe

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when you add a new contact.

New Invoice

New Invoice

Triggers when a new invoice is added or meets criterion.

New Task

New Task

Triggers when a new task is added.

New User

New User

Triggers when a new user is added.

New Project

New Project

Triggers when a new project is added.

Updated branches

Updated branches

Retrieve branches updated in the last N minutes.

Request a new Trigger for FreeAgent

Do thisActions

Action is the task that follows automatically within your FreeAgent integrations.

Create Task

Create Task

Create a task inside a project.

Create Contact

Create Contact

Create a new contact in FreeAgent.

Create User

Create User

Create a new User in FreeAgent.

Create a Project

Create a Project

Create a new Project in FreeAgent.

Update a Task

Update a Task

Update a task.

Delete a Task

Delete a Task

Delete a task.

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Frequently Asked Questions

How do I start an integration between FreeAgent and ReadMe?

To start, connect both your FreeAgent and ReadMe accounts to viaSocket. Once connected, you can set up a workflow where an event in FreeAgent triggers actions in ReadMe (or vice versa).

Can we customize how data from FreeAgent is recorded in ReadMe?

Absolutely. You can customize how FreeAgent data is recorded in ReadMe. This includes choosing which data fields go into which fields of ReadMe, setting up custom formats, and filtering out unwanted information.

How often does the data sync between FreeAgent and ReadMe?

The data sync between FreeAgent and ReadMe typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from FreeAgent to ReadMe?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between FreeAgent and ReadMe?

Yes, you can set conditional logic to control the flow of data between FreeAgent and ReadMe. 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

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.

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ReadMe

About ReadMe

ReadMe is a comprehensive platform designed to help businesses create, manage, and share API documentation effortlessly. It offers tools for interactive documentation, user guides, and developer portals, enhancing the developer experience and streamlining communication.

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