Automations

Automations

Boost your efficiency and magnify your impact by eliminating repetitive work.

App Action Trigger

Trigger automation based at the click of a button powered by record update or custom code.
Automated Assignments

Assign work to specific teams or users based on custom conditions.
Automated Emails

Automate an email or email cadence to send pertinent content to the applicable contacts at the right time.
Condition-Based Automations

Set a prerequisite condition or conditions based on any field value or values to trigger an action.
Create Record Action

Generate a new record in any App based on condition-based triggers that automatically roll-up important details to increase work management efficiency.
Create Trigger

Customize workflow automation triggers based on record creation.

Custom Code Automations

Create and manage operations within the FreeAgent platform. Custom webhooks and developer tool referencing allows you to extend workflows with infinite possibilities. Custom Code can be used in both automation triggers and/or actions
Future Date and Time-based Automation Trigger

Set a future date-time to run jobs such as create/update records and/or batch datasets to and from FreeAgent.
Schedule Cron-based Automation Trigger

Set regular intervals to run jobs such as create/update records and/or batch datasets to and from FreeAgent.
Update Trigger

Customize workflow automation triggers based on record updation.

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