FreeAgent and Salesflare
How to connect FreeAgent
- Via Zapier — 6 operations available. Set it up ↗
- Via Make — 19 modules available. Set it up ↗
What you can automate
- When new Contact in FreeAgent, find or create contact in Salesflare.
- When new Invoice in FreeAgent, create opportunity, then find or create contact in Salesflare.
- When new Task in FreeAgent, create task in Salesflare.
- When new Task in Salesflare, create Task in FreeAgent.
About FreeAgent
FreeAgent is accounting software simplified. It provides a simplified way for freelancers and small business owners to manage their books and invoicing.
FreeAgent operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Contact — Triggers when you add a new contact.
- New Invoice — Triggers when a new invoice is added or meets criterion.
- New Task — Triggers when a new task is added.
- New User — Triggers when a new user is added.
Actions (2)
Things Salesflare can make it do
- Create Contact — Create a new contact in FreeAgent.
- Create Task — Create a task inside a project.
FreeAgent operations on Make
Triggers (4)
Start a workflow when this happens
- Watch Contacts — Watches for newly created contacts.
- Watch Invoices — Watches for newly created invoices.
- Watch Tasks — Watches for newly created tasks.
- Watch Users — Watches for newly created users.
Actions (12)
Things Salesflare can make it do
- Create a Contact — Creates a new contact.
- Create a Task — Creates a new task.
- Create an Invoice — Creates a new invoice.
- Delete a Contact — Deletes a specified contact.
- Delete a Task — Deletes a specified task.
Show 7 more actions
- Delete an Invoice — Deletes a specified invoice.
- Get a Contact — Returns a specified contact.
- Get a Task — Returns a specified task.
- Get an Invoice — Returns a specified invoice.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a Contact — Updates a specified contact.
- Update a Task — Updates a specified task.
Searches (3)
Look up existing records
- List Contacts — Returns a list of contacts.
- List Tasks — Returns a list of tasks.
- Search Invoices — Searches for invoices or lists them all.
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FreshBooks Small business accounting software.
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