Connect Visitor Queue and FreeAgent to Build Intelligent Automations
Ready to use Visitor Queue and FreeAgent automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when new lead is created.
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.
New Project
Triggers when a new project is added.
Do thisActions
Action is the task that follows automatically within your Visitor Queue integrations.
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.
Update a Task
Update a task.
Delete a Task
Delete a task.
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Frequently Asked Questions
To start, connect both your Visitor Queue and FreeAgent accounts to viaSocket. Once connected, you can set up a workflow where an event in Visitor Queue triggers actions in FreeAgent (or vice versa).
Absolutely. You can customize how Visitor Queue 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 Visitor Queue 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 Visitor Queue 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 Visitor Queue
Visitor Queue is a B2B lead generation software that allows you to identify the businesses that have visited your website.
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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