
When this happens...
Message Notification

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
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new message is received.
Triggers when you add a new contact.
Triggers when a new invoice is added or meets criterion.
Triggers when a new task is added.
Triggers when a new user is added.
Triggers when a new project is added.
Action is the task that follows automatically within your WhatsApp Business Cloud integrations.
List Templates available in the specific phone number.
Text messages can be sent in customer-initiated conversations only
Send Template Message
WhatsApp human inteterface.
Create a task inside a project.
Create a new contact in FreeAgent.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your WhatsApp Business Cloud and FreeAgent accounts to viaSocket. Once connected, you can set up a workflow where an event in WhatsApp Business Cloud triggers actions in FreeAgent (or vice versa).
Absolutely. You can customize how WhatsApp Business Cloud 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 WhatsApp Business Cloud 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 WhatsApp Business Cloud 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.
WhatsApp is a widely-used messaging platform that allows users to send text messages, voice messages, make voice and video calls, and share images, documents, user locations, and other media. It is known for its end-to-end encryption, ensuring secure communication between users.
Learn MoreFreeAgent 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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