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Create integrations between FreeAgent and Way We Do
Add a New User to Way We Do when New Contact in FreeAgent
Complete a Checklist Step in Way We Do when New Contact in FreeAgent
Add a Checklist Comment to Way We Do when New Contact in FreeAgent
Start Checklist Instance in Way We Do when New Contact in FreeAgent
Find a Checklist by Title in Way-we-do when New Contact in FreeAgent
Find a Checklist Instance by ID in Way We Do when New Contact in FreeAgent
Find a Checklist Instance by Title in Way We Do when New Contact in FreeAgent
Find a Checklist Step by ID in Way-we-do when New Contact in FreeAgent
Find a Procedure by Title in Way-we-do when New Contact in FreeAgent
Find a Procedure or Checklist by ID in Way We Do when New Contact in FreeAgent
Actions and Triggers
When this happensTriggers
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 Comment
Triggers when a new comment is added to a checklist.
Checklist Started
Triggers when a checklist instance is started.
Do thisActions
Create Task
Create a task inside a project.
Create Contact
Create a new contact in FreeAgent.
Create User
Create a new User in FreeAgent.
Add a New User
Create and invite a New User.
Complete a Checklist Step
Mark a specific step in a checklist instance as complete.
Add a Checklist Comment
Adds a new comment to an Activated Checklist Instance step.
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Frequently Asked Questions
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 Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
Learn More
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