IntegrationsThanks.ioFreeAgent
Thanks.io + FreeAgent

Connect Thanks.io and FreeAgent to Build Intelligent Automations

Choose a Trigger

Thanks.io

When this happens...

Choose an Action

FreeAgent

Automatically do this!

Ready to use Thanks.io and FreeAgent automations

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 Thanks.io

Do thisActions

Action is the task that follows automatically within your Thanks.io integrations.

Delete Recipient

Delete Recipient

Deletes a Recipient from Mailing List.

Add Recipient

Add Recipient

Adds a recipient to your account and to an optional list. Only US or Canadian addresses are accepted. If no/invalid address is specified and a valid email address is, we'll attempt to look up a valid street address using the email address for a fee.

Create Sub Account

Create Sub Account

Create Sub Account in thanks.io.

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 Thanks.io and FreeAgent?

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

Can we customize how data from Thanks.io is recorded in FreeAgent?

Absolutely. You can customize how Thanks.io 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 Thanks.io and FreeAgent?

The data sync between Thanks.io 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 Thanks.io 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 Thanks.io and FreeAgent?

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

Thanks.io

About Thanks.io

Thanks.io is a way to automatically send ‘handwritten’ postcards, letters, notecards, and giftcards at scale for as low as $.59 per card.

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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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