IntegrationsUrableFreeAgent
Urable + FreeAgent

Connect Urable and FreeAgent to Build Intelligent Automations

Choose a Trigger

Urable

When this happens...

Choose an Action

FreeAgent

Automatically do this!

Ready to use Urable and FreeAgent automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer

New Customer

Trigger when a new customer created.

Update Customer

Update Customer

Triggers when an existing customer is updated.

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.

Do thisActions

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

Search Customer

Search Customer

Retrieves the detail of customer based on email address.

List All Items

List All Items

Retrieves the detail of all items.

Create Customer

Create Customer

Creates a new customer

Update Customer

Update Customer

Updates an existing customer

Create Task

Create Task

Create a task inside a project.

Create Contact

Create Contact

Create a new contact in FreeAgent.

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Frequently Asked Questions

How do I start an integration between Urable and FreeAgent?

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

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

Absolutely. You can customize how Urable 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 Urable and FreeAgent?

The data sync between Urable 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 Urable 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 Urable and FreeAgent?

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

Urable

About Urable

Urable is an application designed for automotive businesses that specialize in detailing, paint protection film, vinyl wrapping, tinting, and ceramic coating. As a cloud-based application with dedicated mobile apps, it allows you to run your business from multiple devices in real-time.

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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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