Connect Freelo and PocketGuard to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Created
Project Created
Work Report Updated
Comment Updated
Task Updated
Choose an Action
Automatically do this!
- Request a new Action for PocketGuard
Enable Integrations or automations with these events of Freelo and PocketGuard
Enable Integrations or automations with these events of Freelo and PocketGuard
Triggers
New Task Created
Triggered when a new task is created in a project.
Project Created
Triggered when a project is created.
Work Report Updated
Triggered when a work report is updated.
Comment Updated
Triggered when a comment is updated.
Task Updated
Triggered when a task is updated.
Actions
Create Project
Creates a new project in Freelo.
List Invited Projects
Get all Invited Projects in Freelo.
Archive Project
Archive a project in Freelo.
Activate Project
Activate a existing project in Freelo.
Delete Project
Delete an existing project in Freelo.
List Archived Projects
Get Archived Projects in Freelo.
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Frequently Asked Questions
To start, connect both your Freelo and PocketGuard accounts to viaSocket. Once connected, you can set up a workflow where an event in Freelo triggers actions in PocketGuard (or vice versa).
Absolutely. You can customize how Freelo data is recorded in PocketGuard. This includes choosing which data fields go into which fields of PocketGuard, setting up custom formats, and filtering out unwanted information.
The data sync between Freelo and PocketGuard 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 Freelo and PocketGuard. 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 Freelo
Freelo is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it an ideal solution for businesses and teams looking to improve their project execution and collaboration efforts.
Learn MoreAbout PocketGuard
PocketGuard is a personal finance and budgeting app that helps users track spending, manage subscriptions, and optimize their savings. It connects securely to bank accounts and credit cards, providing insights into cash flow, bills, and budget limits to help users take control of their financial health.
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