Connect SMTP and FreeAgent to Build Intelligent Automations

Choose a Trigger

SMTP

When this happens...

Choose an Action

FreeAgent

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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 SMTP

Do thisActions

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

Send Email

Send Email

Send a Message.

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.

Create a Project

Create a Project

Create a new Project in FreeAgent.

Update a Task

Update a Task

Update a task.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between SMTP and FreeAgent?

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

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

Absolutely. You can customize how SMTP 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 SMTP and FreeAgent?

The data sync between SMTP 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 SMTP 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 SMTP and FreeAgent?

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

SMTP

About SMTP

SMTP (Simple Mail Transfer Protocol) is like a digital postman that sends your emails to the right place on the internet. To use it, you’ll need the SMTP server address (like smtp.gmail.com), port number (587 or 465), and your email login credentials.

Learn More
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