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Set up your first integration
Quickly connect FreeAgent to Google Sheets with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate FreeAgent with Google Sheets - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact" from FreeAgent.
Add your action
An action happens after the trigger—such as "Create Spreadsheet Column" in Google Sheets.
You’re connected!
Zapier seamlessly connects FreeAgent and Google Sheets, automating your workflow.
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Frequently Asked Questions about FreeAgent + Google Sheets integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with FreeAgent and Google Sheets
Can I automatically import my FreeAgent data into Google Sheets?
Yes, you can set up an integration where data from FreeAgent is imported into Google Sheets automatically. By configuring triggers such as new invoices or expenses in FreeAgent, the information can be exported and updated in real-time within your Google Sheet.
What triggers are available for integrating FreeAgent with Google Sheets?
Our integration supports various triggers, including when a new invoice is created, when an expense is added, or when a project status changes in FreeAgent. These events can automatically update your designated Google Sheet.
How do actions work when integrating these two platforms?
Actions allow you to automate tasks based on certain triggers. For instance, when a new project is added in FreeAgent, you can set up an action to reflect this change in a specific tab of your Google Sheet. This removes the need for manual updates.
Is it possible to create custom workflows between FreeAgent and Google Sheets?
Absolutely! You can create custom workflows by selecting specific triggers and corresponding actions that suit your needs. This customization allows for flexibility in handling data and managing tasks across both platforms.
Do I need technical skills to set up the integration between FreeAgent and Google Sheets?
No technical skills are required. Our user-friendly interface guides you through the setup process with simple selections for triggers and actions that define how the two platforms interact.
Can I update existing rows in my Google Sheet with data from FreeAgent?
Yes, you can configure our system to update existing rows within your Google Sheet each time there is a relevant update in FreeAgent such as changes to invoice statuses or client details.
How often does the data sync between these applications occur?
The data synchronization frequency depends on how you configure your integration settings. It can range from near-real-time updates following trigger events in FreeAgent to periodic scheduled syncs according to your preferences.
Practical ways you can use FreeAgent and Google Sheets
Sync new invoices to Google Sheets
When a new invoice is added in FreeAgent, Zapier creates a corresponding row in Google Sheets. This provides an up-to-date, centralized record for financial tracking and reporting, simplifying review processes without manual entry.
Business OwnerLog project tasks to Google Sheets
As new tasks are added to a FreeAgent project, Zapier logs them in Google Sheets. This creates a clear task repository for engineering teams, improving task tracking and enhancing collaboration within projects.
EngineeringCentralize FreeAgent contacts in Google Sheets
When a new contact is added in FreeAgent, Zapier adds the details to Google Sheets. This ensures the marketing team has a centralized, updated list to plan and execute campaigns effectively.
Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Contact
Triggers when you add a new contact.
Try ItTriggerPolling - ProjectRequired
Try ItTriggerPolling- Organisation Name
- First Name
- Last Name
- Email
- Phone Number
- Address (Line 1)
- Address (Line 2)
- Town
- Region
- Postcode
- Country
ActionWrite- Drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerPolling
- Status
Try ItTriggerPolling- New User
Triggers when a new user is added.
Try ItTriggerPolling - ProjectRequired
- NameRequired
- Status
- Is Billable?
- Billing Rate
- Billing Period
ActionWrite- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerInstant