Integrate Cyberimpact with FreeAgent
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Supported triggers and actions
Integrate Cyberimpact and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Member added
Triggers when a new member is added
Template created
Triggers when a new template is created
Group member added
Triggers when a new group member is added
Group created
Triggers when a new group is created
Bill created
Triggers when a new bill is created
Task created
Triggers when a new task is created
User created
Triggers when a new user is created
Timeslip created
Triggers when a new timeslip is created
Estimate created
Triggers when a new estimate is created in the selected project
Invoice created
Triggers when a new invoice is created in the selected project
Project created
Triggers when a new project is created
Project note added
Triggers when a new note is added for the selected project
Price list item created
Triggers when a new price list item is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create member on opt-in confirmation
Creates a member when the opt-in email address is confirmed
Add member to group
Adds a member to the specified group
Create group
Creates a new group
Create template
Creates a new template
Update member
Updates the details of an existing member
Fetch template
Fetches the details of an existing template using template ID
Fetch group
Fetches the details of an existing group using group ID
Fetch member
Fetches the details of an existing member using email address or member ID
Unsubscribe member
Unsubscribes a member using email address or member ID
Remove member from group
Removes a member from the specified group
Create project
Creates a new project
Create contact
Creates a new contact
Create journal set
Creates a new journal set
Create credit note
Creates a new credit note
Add note to project
Adds a note to the selected project
Create bill
Creates a new bill
Create invoice
Creates a new invoice
Add estimate item
Adds a new item to an existing estimate
Create estimate
Creates a new estimate
Create expenses
Creates a new expenses
Add note to contact
Adds a note to the selected contact
Add invoice item
Adds a new item to an existing invoice
Add timeslip
Adds a timeslip to a task
Create task
Creates a new task in the selected project
Update estimate status
Updates the status of an existing estimate by ID
Update task
Updates the details of an existing task
Email an invoice
Sends an existing invoice by invoice ID
Update credit note status
Updates the status of an existing credit note using credit note ID
Convert to credit note
Convert a draft negative invoice to a credit note
Update contact
Updates details of the selected contact
Fetch project
Fetches the details of a project by ID
Fetch timeslip
Fetches the details of a timeslip by ID
Fetch contact
Fetches details of the selected contact
Fetch invoice
Fetches details of the exisiting invoice by ID
Fetch user
Fetches the details of a user by ID
Fetch task
Fetches the details of a task by ID
What is Cyberimpact?
Cyberimpact is a cloud-based email marketing and marketing automation platform. It provides customer surveys, drip campaigns, image library tool, mailing list management, and more.
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What is FreeAgent?
FreeAgent is online accounting software that lets you keep track of your income and expenses. You can link bank accounts, generate sales tax reports, and manage timesheet reports efficiently.
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