Connect FreeAgent and Trello 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 Board
Create Trello Card
Update Card
Create Comment
Create List
Move Card to List
Add Checklist to Card
Add Attachments to a Card
Add Label to a card
Add Member to a Card
Create Checklist item in Card
Create Label
Find Member
Find Label on a Board
Find List on a Board
Find Checklist Item
Find Checklist
Find Board
Remove Label From Card
Delete Checklist in Card
Copy Board
Close Board
Archieve Card
Complete Checklist item in Card
List all Lists of a Board
Find Card
Find Cards in a List
Find Comments Using Card ID
Get Activities Of Card
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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/Updated Board
Triggers when a new board is added or updated
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 Trello
Frequently Asked Questions
To start, connect both your FreeAgent and Trello accounts to viaSocket. Once connected, you can set up a workflow where an event in FreeAgent triggers actions in Trello (or vice versa).
Absolutely. You can customize how FreeAgent data is recorded in Trello. This includes choosing which data fields go into which fields of Trello, setting up custom formats, and filtering out unwanted information.
The data sync between FreeAgent and Trello 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 Trello. 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 Trello
Track progress of tasks in one convenient place with a visual layout that adds 'ta-da' to your to-do's
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