IntegrationsReflectFreeAgent
Reflect + FreeAgent

Connect Reflect and FreeAgent to Build Intelligent Automations

Choose a Trigger

Reflect

When this happens...

Choose an Action

FreeAgent

Automatically do this!

Ready to use Reflect and FreeAgent automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Link

New Link

Triggers when a new link is created

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.

New Project

New Project

Triggers when a new project is added.

Request a new Trigger for Reflect

Do thisActions

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

Create Note

Create Note

Creates a Note with supplied HTML or Markdown.

Create Link

Create Link

Creates a Link inside of Reflect.

Append to Daily Note

Append to Daily Note

Appends text to the daily note

List Graphs

List Graphs

Get a list of all graphs.

Create Task

Create Task

Create a task inside a project.

Create Contact

Create Contact

Create a new contact in FreeAgent.

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Frequently Asked Questions

How do I start an integration between Reflect and FreeAgent?

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

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

Absolutely. You can customize how Reflect 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 Reflect and FreeAgent?

The data sync between Reflect 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 Reflect 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 Reflect and FreeAgent?

Yes, you can set conditional logic to control the flow of data between Reflect 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.

Reflect

About Reflect

Reflect is a powerful tool designed to help users capture, organize, and reflect on their thoughts and ideas. With features that support note-taking, journaling, and idea management, Reflect.app is perfect for individuals looking to enhance their productivity and mindfulness.

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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.

Learn More