Connect SiteSpeakAI and FreeAgent
Integrate SiteSpeakAI with FreeAgent to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular SiteSpeakAI + FreeAgent flows
Start from a real workflow other teams are already running.
Choose a trigger
SiteSpeakAI
When this happens...
When a new lead is captured
When a new message is added to any conversation
Choose an action
FreeAgent
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
List Leads from Sitespeak.ai when New Contact in FreeAgent
Use this flowList Leads from Sitespeak.ai when New Task in FreeAgent
Use this flowList Leads from Sitespeak.ai when New Project in FreeAgent
Use this flowList Leads from Sitespeak.ai when New Invoice in FreeAgent
Use this flowCreate Suggested Answer in Sitespeak.ai when New User in FreeAgent
Use this flowList Chatbots from Sitespeak.ai when New Project in FreeAgent
Use this flowAsk the Chatbot with Sitespeak.ai when New Project in FreeAgent
Use this flowView Conversation History in Sitespeak.ai when New Contact in FreeAgent
Use this flowView Conversation History in Sitespeak.ai when New Invoice in FreeAgent
Use this flowView Conversation History in Sitespeak.ai when New Task in FreeAgent
Use this flowSupported Triggers & Actions
Everything you can automate between SiteSpeakAI and FreeAgent.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new lead is captured
Runs the workflow automatically whenever the embeddable AI agent on your website captures a new lead.
When a new message is added to any conversation
Runs the workflow automatically whenever a new message is added to any conversation.
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.
Do thisActions
Action is the task that follows automatically within your SiteSpeakAI integrations.
List Chatbots
Retrieve the AI chatbots configured for your site so you can view or select them.
Ask the Chatbot
Send a question or message to the website AI chatbot—optionally continue a conversation—and receive a reply in the chosen format.
View Conversation History
Retrieve a chatbot's conversations and messages, with filters for conversation ID, result limit, sort order, and options to include sources or deleted messages.
List Leads
List leads captured by your SiteSpeak AI chatbot.
Create Suggested Answer
Create a suggested answer the AI agent will use for a specific question.
Create Task
Create a task inside a project.
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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AI will build it for you
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 SiteSpeakAI
Sitespeak.ai (SiteSpeakAI) provides an embeddable AI agent for websites that’s trained on your site, docs, PDFs, and videos to answer questions, capture leads, book meetings, look up orders, and hand off to humans when needed. It supports 95+ languages, offers deep customization and analytics, and integrates with popular tools (e.g., WhatsApp, HubSpot, Slack, Shopify, WordPress, and Zapier) so the agent can automate real actions—not just replies.
Learn moreSimilar apps
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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SiteSpeakAI 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 SiteSpeakAI 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 SiteSpeakAI triggers actions in FreeAgent, and a separate workflow where FreeAgent triggers actions in SiteSpeakAI. 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 SiteSpeakAI and FreeAgent. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SiteSpeakAI 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.
