Connect Reclaim AI and FreeAgent
Integrate Reclaim AI with FreeAgent to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in FreeAgent when When a new task is created in Reclaim AI
Create Contact in FreeAgent when When a new task is created in Reclaim AI
Create User in FreeAgent when When a new task is created in Reclaim AI
Create a Project in FreeAgent when When a new task is created in Reclaim AI
Update a Task in FreeAgent when When a new task is created in Reclaim AI
Popular Reclaim AI + FreeAgent flows
Start from a real workflow other teams are already running.
Create Task in FreeAgent when When a new task is created in Reclaim AI
Use this flowCreate Contact in FreeAgent when When a new task is created in Reclaim AI
Use this flowCreate User in FreeAgent when When a new task is created in Reclaim AI
Use this flowCreate a Project in FreeAgent when When a new task is created in Reclaim AI
Use this flowUpdate a Task in FreeAgent when When a new task is created in Reclaim AI
Use this flowDelete a Task in FreeAgent when When a new task is created in Reclaim AI
Use this flowUpdate a Contact in FreeAgent when When a new task is created in Reclaim AI
Use this flowDelete a Contact from FreeAgent when When a new task is created in Reclaim AI
Use this flowGet a Contact from FreeAgent when When a new task is created in Reclaim AI
Use this flowUpdate an User in FreeAgent when When a new task is created in Reclaim AI
Use this flowSupported Triggers & Actions
Everything you can automate between Reclaim AI and FreeAgent.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new task is created
Runs the workflow automatically whenever a new task is created in Reclaim AI.
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.
Do thisActions
Action is the task that follows automatically within your Reclaim AI integrations.
Create Task
Create a task with title, due date, priority, notes, duration, and scheduling options (snooze, min/max work duration, on‑deck, event color).
Get Tasks
Find or search tasks and filter results by status, title, priority, or event category.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Reclaim AI
Reclaim AI is an AI-powered calendar assistant that automatically schedules focus time, tasks, habits, meetings, and breaks to help individuals and teams protect time, reduce meeting overload, and improve productivity across Google Calendar and Outlook Calendar.
Learn more
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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Reclaim AI and FreeAgent accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Reclaim AI and FreeAgent as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach FreeAgent. No coding required.
Yes. You can set up a workflow where Reclaim AI triggers actions in FreeAgent, and a separate workflow where FreeAgent triggers actions in Reclaim AI. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Reclaim AI and FreeAgent. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Reclaim AI and FreeAgent integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
