Connect Routee and FreeAgent to Build Intelligent Automations

Choose a Trigger

Routee

When this happens...

Choose an Action

FreeAgent

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New contact added

New contact added

Start a workflow for each contact added to your Routee account.

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 Routee

Do thisActions

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

List all Contacts

List all Contacts

Retrieve all the contacts of the account.

Create contact

Create contact

Create a new contact with name, mobile number, country code, and optional VIP flag.

Send an SMS

Send an SMS

Send a text message to the specified phone number.

Create Task

Create Task

Create a task inside a project.

Create Contact

Create Contact

Create a new contact in FreeAgent.

Create User

Create User

Create a new User in FreeAgent.

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Frequently Asked Questions

How do I start an integration between Routee and FreeAgent?

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

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

Absolutely. You can customize how Routee 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 Routee and FreeAgent?

The data sync between Routee 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 Routee 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 Routee and FreeAgent?

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

Routee

About Routee

Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.

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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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