Gravity Forms integration with FreeAgent
How to Send new Gravity Form submissions to FreeAgent as new contacts
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Send new Gravity Form submissions to FreeAgent as new contacts" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate FreeAgent integrations
FreeAgent actions
Nekton can use any feature that is available in FreeAgent API.
Using our advanced AI, you can easily create custom automations for FreeAgent.
Here are some typical actions you can do in your automated workflows.
Create Contact
Create a new contact in FreeAgent.
Create Task
Create a task inside a project.
New Contact
Triggers when you add a new contact.
New Task
Triggers when a new task is added.
New Invoice
Triggers when a new invoice is added or meets criterion.
New User
Triggers when a new user is added.
About FreeAgent
FreeAgent is accounting software simplified. It provides a simplified way for freelancers and small business owners to manage their books and invoicing.