How to connect Convo + FreeAgent
Zapier lets you send info between Convo and FreeAgent automatically—no code required.
When this happens...
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- Create PostCreates a new post in Convo.Action
- Create Template PostCreates a new post in Convo. This action should ideally be used through Guided Zaps and should not be made directly.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 TaskCreate a task inside a project.Action
- Step 1: Authenticate Convo 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.