Connect tawk.to and FreeAgent to Build Intelligent Automations
Choose a Trigger
When this happens...
Visitor starts chat
End Tawk.to chat
New chat transcript arrives
Create Chat Ticket
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 tawk.to and FreeAgent automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Visitor starts chat
Start a workflow when a visitor begins a chat on the selected Tawk.to property.
End Tawk.to chat
Ends an active Tawk.to chat for the selected property.
New chat transcript arrives
Notifies your workflow whenever a new chat transcript is saved for the selected Tawk.to property.
Create Chat Ticket
Create a support ticket in Tawk.to for a chat on the selected property.
New Contact
Triggers when you add a new contact.
New Invoice
Triggers when a new invoice is added or meets criterion.
Do thisActions
Action is the task that follows automatically within your tawk.to integrations.
Create New Site
Create a new Tawk.to site property and optionally send widget installation instructions to your email.
Get Property Details
Retrieve detailed information for the selected Tawk.to property, including settings, agents, widgets, assets, and creation date.
Create Widget
Create a new Tawk.to chat widget for a selected property using the chosen name, type, and language.
Create Task
Create a task inside a project.
Create Contact
Create a new contact in FreeAgent.
Create User
Create a new User in FreeAgent.
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Frequently Asked Questions
To start, connect both your tawk.to and FreeAgent accounts to viaSocket. Once connected, you can set up a workflow where an event in tawk.to triggers actions in FreeAgent (or vice versa).
Absolutely. You can customize how tawk.to 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 tawk.to 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 tawk.to 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 tawk.to
tawk.to is a free live chat app that lets you monitor and chat with visitors on your website or from a free customizable page.
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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