
When this happens...
New Contact
New Invoice
New Task
New User
New Project

Automatically do this!
Create Field
Create Campaign
Add Subscriber to Group
Create Group
Remove Subscribers From Group
Create Subscriber
Update Subscriber
Get Subscriber's Data
Delete Subscribers
Delete Group
Rename Group
Delete Segment
Get Segment Details
Rename Field
Delete Field
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when you add a new contact.
Triggers when a new invoice is added or meets criterion.
Triggers when a new task is added.
Triggers when a new user is added.
Triggers when a new project is added.
Action is the task that follows automatically within your FreeAgent integrations.
Create a task inside a project.
Create a new contact in FreeAgent.
Create a new User in FreeAgent.
Create a new Project in FreeAgent.
Update a task.
Delete a task.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your FreeAgent and Sender accounts to viaSocket. Once connected, you can set up a workflow where an event in FreeAgent triggers actions in Sender (or vice versa).
Absolutely. You can customize how FreeAgent data is recorded in Sender. This includes choosing which data fields go into which fields of Sender, setting up custom formats, and filtering out unwanted information.
The data sync between FreeAgent and Sender 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 Sender. 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 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 MoreSender.net is a powerful email marketing platform designed to help businesses create, send, and track effective email campaigns. With a user-friendly interface and robust features, it enables users to engage with their audience, automate workflows, and analyze campaign performance.
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