Connect SurveyMethods and FreeAgent to Build Intelligent Automations
Choose a Trigger
When this happens...
New Survey Created
New Response Completed
Choose an Action
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
Ready to use SurveyMethods and FreeAgent automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Survey Created
Triggers when a New Survey is Created.
New Response Completed
Triggers when a respondent completes a survey response.
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 SurveyMethods integrations.
Create Email List
Create a new email list in a SurveyMethods account.
Add Contact to Email List
Add a contact to an existing email list in SurveyMethods.
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.
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Frequently Asked Questions
To start, connect both your SurveyMethods and FreeAgent accounts to viaSocket. Once connected, you can set up a workflow where an event in SurveyMethods triggers actions in FreeAgent (or vice versa).
Absolutely. You can customize how SurveyMethods 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.
The data sync between SurveyMethods and FreeAgent typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SurveyMethods 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.
About SurveyMethods
SurveyMethods is a comprehensive online survey tool designed to help businesses and organizations create, distribute, and analyze surveys efficiently. It offers a range of features including customizable survey templates, advanced analytics, and integration capabilities to enhance data collection and decision-making processes.
Learn MoreAbout 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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