
When this happens...
New Document

Automatically do this!
Create Task
Create Contact
Create User
Create a Project
Update a Task
Delete a Task
Update a Contact
Delete a Contact
Get a Contact
Update an User
Delete a User
Get a User
Update a Project
Delete a Project
Get a Project
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new document is created.
Triggers when you add a new contact.
Triggers when a new invoice is added or meets criterion.
Triggers when a new task is added.
Triggers when a new user is added.
Triggers when a new project is added.
Action is the task that follows automatically within your Google Docs integrations.
create a new document with text.
Append text to an existing document.
Upload a document using a file URL.
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
Get content of document by its id.
Create a task inside a project.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Google Docs and FreeAgent accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Docs triggers actions in FreeAgent (or vice versa).
Absolutely. You can customize how Google Docs 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.
The data sync between Google Docs and FreeAgent 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 Google Docs 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.
Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
Learn MoreFreeAgent 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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