How to connect Braintree + FreeAgent
Zapier lets you send info between Braintree and FreeAgent automatically—no code required.
When this happens...
Triggers when you add a new customer.
automatically do this!
Create a new contact in FreeAgent.
- New CustomerTriggers when you add a new customer.Trigger
- New TransactionTriggers when you add a new transaction.Trigger
- Create CustomerCreate a new customer.Action
- New ContactTriggers when you add a new contact.Trigger
- New InvoiceTriggers when a new invoice is added or meets criterion.Trigger
- New TaskTriggers when a new task is added.Trigger
- New UserTriggers when a new user is added.Trigger
- Create ContactCreate a new contact in FreeAgent.Action
Create a task inside a project.
- Step 1: Authenticate Braintree + FreeAgent.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.