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Convo + FreeAgent Integrations

How to connect Convo + FreeAgent

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Supported triggers and actions

What does this mean?
  • Convo triggers, actions, and search
    Create Post
    Creates a new post in Convo.
    Action
    Write
  • Convo triggers, actions, and search
    Create Template Post
    Creates a new post in Convo. This action should ideally be used through Guided Zaps and should not be made directly.
    Action
    Write
  • FreeAgent triggers, actions, and search
    New Contact
    Triggers when you add a new contact.
    Trigger
    Scheduled
  • FreeAgent triggers, actions, and search
    New Invoice
    Triggers when a new invoice is added or meets criterion.
    Trigger
    Scheduled
  • FreeAgent triggers, actions, and search
    New Task
    Triggers when a new task is added.
    Trigger
    Scheduled
  • FreeAgent triggers, actions, and search
    New User
    Triggers when a new user is added.
    Trigger
    Scheduled
  • FreeAgent triggers, actions, and search
    Create Contact
    Create a new contact in FreeAgent.
    Action
    Write
  • FreeAgent triggers, actions, and search
    Create Task
    Create a task inside a project.
    Action
    Write

How Convo + FreeAgent Integrations Work

  1. Step 1: Authenticate Convo and FreeAgent.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Convo

Convo is an Enterprise Social Network that helps you have actionable work conversations and file collaboration.

Related categories

  • Team Collaboration

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About FreeAgent

FreeAgent is accounting software simplified. It provides a simplified way for freelancers and small business owners to manage their books and invoicing.

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