Connect Freshdesk and FreeAgent to Build Intelligent Automations

Choose a Trigger

Freshdesk

When this happens...

Choose an Action

FreeAgent

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Ticket

New Ticket

Trigger when a new ticket created.

New Contact

New Contact

Trigger when a new contect is cteated.

New Contact

New Contact

Triggers when you add a new contact.

New Invoice

New Invoice

Triggers when a new invoice is added or meets criterion.

New Task

New Task

Triggers when a new task is added.

New User

New User

Triggers when a new user is added.

Do thisActions

Action is the task that follows automatically within your Freshdesk integrations.

Create a Contact

Create a Contact

Creates a new contact

Create a Company

Create a Company

Creates a new company

Create Forum Category

Create Forum Category

Create a new forum category

Create a Forum

Create a Forum

Creates a new forum.

Create a Forum Topic

Create a Forum Topic

Creates a new forum topic

Add Notes to a Tickets

Add Notes to a Tickets

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Frequently Asked Questions

How do I start an integration between Freshdesk and FreeAgent?

To start, connect both your Freshdesk and FreeAgent accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshdesk triggers actions in FreeAgent (or vice versa).

Can we customize how data from Freshdesk is recorded in FreeAgent?

Absolutely. You can customize how Freshdesk data is recorded in FreeAgent. This includes choosing which data fields go into which fields of FreeAgent, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Freshdesk and FreeAgent?

The data sync between Freshdesk and FreeAgent typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Freshdesk to FreeAgent?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Freshdesk and FreeAgent?

Yes, you can set conditional logic to control the flow of data between Freshdesk and FreeAgent. 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.

Freshdesk

About Freshdesk

Freshdesk is a cloud-based customer service software that provides helpdesk support with all smart automations to get things done faster. It offers ticketing, automation, reporting, and collaboration features to streamline support processes and improve customer engagement.

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FreeAgent

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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