Connect WhatConverts and FreeAgent
Integrate WhatConverts with FreeAgent to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in FreeAgent when When a new lead is created in WhatConvert
Create Contact in FreeAgent when When a new lead is created in WhatConvert
Create User in FreeAgent when When a new lead is created in WhatConvert
Create a Project in FreeAgent when When a new lead is created in WhatConvert
Update a Task in FreeAgent when When a new lead is created in WhatConvert
Popular WhatConverts + FreeAgent flows
Start from a real workflow other teams are already running.
Choose a trigger
WhatConverts
When this happens...
When a new lead is created
When an existing lead is updated
Choose an action
FreeAgent
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
Create Task in FreeAgent when When a new lead is created in WhatConvert
Use this flowCreate Contact in FreeAgent when When a new lead is created in WhatConvert
Use this flowCreate User in FreeAgent when When a new lead is created in WhatConvert
Use this flowCreate a Project in FreeAgent when When a new lead is created in WhatConvert
Use this flowUpdate a Task in FreeAgent when When a new lead is created in WhatConvert
Use this flowDelete a Task in FreeAgent when When a new lead is created in WhatConvert
Use this flowUpdate a Contact in FreeAgent when When a new lead is created in WhatConvert
Use this flowDelete a Contact from FreeAgent when When a new lead is created in WhatConvert
Use this flowGet a Contact from FreeAgent when When a new lead is created in WhatConvert
Use this flowUpdate an User in FreeAgent when When a new lead is created in WhatConvert
Use this flowSupported Triggers & Actions
Everything you can automate between WhatConverts and FreeAgent.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new lead is created
Runs the workflow automatically whenever a new lead is created in the account.
When an existing lead is updated
Runs the workflow automatically whenever any existing lead is updated (does not run when a lead is first 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.
Do thisActions
Action is the task that follows automatically within your WhatConverts integrations.
Update Lead
Update an existing lead's contact, status, custom fields, or additional details.
List Accounts
List account details, optionally filtered by date range, sorted, and paginated.
Create Lead
Create a lead with contact, conversion attribution, and custom field details.
List Users
Retrieve a paginated list of users, optionally filtered by user type and sort order.
List Leads
List WhatConverts leads using optional filters, pagination, and selected response fields.
List Profiles
List profiles for an account with optional pagination, date range, and sorting.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About WhatConverts
Lead tracking and marketing attribution software for agencies and businesses to capture, manage, and report on calls, forms, chats, and other conversions.
Learn moreSimilar apps
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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your WhatConverts and FreeAgent accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between WhatConverts and FreeAgent as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach FreeAgent. No coding required.
Yes. You can set up a workflow where WhatConverts triggers actions in FreeAgent, and a separate workflow where FreeAgent triggers actions in WhatConverts. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between WhatConverts and FreeAgent. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire WhatConverts and FreeAgent integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
