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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