How to connect Braintree + FreeAgent
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- New CustomerTriggers when you add a new customer.Trigger
- New TransactionTriggers when you add a new transaction.Trigger
- Create CustomerCreate a new customer.Action
- New ContactTriggers when you add a new contact.Trigger
- New InvoiceTriggers when a new invoice is added or meets criterion.Trigger
- New TaskTriggers when a new task is added.Trigger
- New UserTriggers when a new user is added.Trigger
- Create ContactCreate a new contact in FreeAgent.Action
Create a task inside a project.
- Step 1: Authenticate Braintree and FreeAgent.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.