Connect FreeAgent and Swell Investing to Build Intelligent Automations
Enable Integrations or automations with these events of FreeAgent and Swell Investing
Enable Integrations or automations with these events of FreeAgent and Swell Investing
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 Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in FreeAgent triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how FreeAgent data is recorded in Swell Investing. This includes choosing which data fields go into which fields of Swell Investing, setting up custom formats, and filtering out unwanted information.
The data sync between FreeAgent and Swell Investing 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 Swell Investing. 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.
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About Swell Investing
Swell Investing is a platform that allows individuals to invest in companies that are making a positive impact on the world. It focuses on sustainable and socially responsible investing, providing users with the opportunity to align their investment portfolios with their values. The platform offers a range of investment options in sectors such as renewable energy, clean water, and healthy living, aiming to generate both financial returns and positive social outcomes.
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