Class Manager + FreeAgent

Class Manager + FreeAgent integrations

Create contacts in FreeAgent when new customers are added in Class Manager

Every time a new customer is added in your Class Manager app, this automation will simultaneously generate a contact for them in your FreeAgent app. This seamless transfer of data saves you time and reduces repetitive data entry tasks. Ensure your contact list stays consistently updated and organized with this simple workflow.

When this happens...
Customer CreatedTriggers when there's a new customer.
TriggerInstant
automatically do this!
Create ContactTriggers when you add a new contact.
ActionWrite

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More things you can do with Class Manager and FreeAgent

Discover other triggers and actions you can use with Class Manager and FreeAgent

Payg Booked
Triggers when Pay as you go is booked.
Trigger
Instant
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Customer Created
Triggers when there's a new customer.
Trigger
Instant
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Leads Created
Trigger event when leads lesson is created
Trigger
Instant
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Payment Created
Triggers when customer makes payment.
Trigger
Instant
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Customer Deleting
Triggers when customer is deleting.
Trigger
Instant
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Order Deleting
Triggers when order is deleting.
Trigger
Instant
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Student Deleting
Triggers when student is deleting.
Trigger
Instant
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Invoice Updated
Triggers when invoice is updated.
Trigger
Instant
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Student Updated
Triggers when student is updated.
Trigger
Instant
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New Contact
Triggers when you add a new contact.
Trigger
Polling
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- Project
  Required
Trigger
Polling
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- Organisation Name
- First Name
- Last Name
- Email
- Phone Number
- Address (Line 1)
- Address (Line 2)
- Town
- Region
- Postcode
- Country
Action
Write

Trial Lesson Booked
Triggers when trial lesson is booked.
Trigger
Instant
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Invoice Created
Triggers when invoice is created.
Trigger
Instant
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Order Created
Triggers when order is created.
Trigger
Instant
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Student Created
Triggers when there's a new student.
Trigger
Instant
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Invoice Deleting
Triggers when invoice is deleting.
Trigger
Instant
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Payment Deleting
Triggers when payment is deleting.
Trigger
Instant
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Customer Updated
Triggers when customer is updated.
Trigger
Instant
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Order Updated
Triggers when order is updated.
Trigger
Instant
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Trial Lesson Updated
Triggers when trial lesson is updated.
Trigger
Instant
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- Status
Trigger
Polling
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New User
Triggers when a new user is added.
Trigger
Polling
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- Project
  Required
- Name
  Required
- Status
  Required
- Is Billable?
- Billing Rate
- Billing Period
Action
Write

About Class Manager

Manage your class based business with ease. All your data, marketing and finances in one place

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Related categories

CRM (Customer Relationship Management)

About FreeAgent

FreeAgent is accounting software simplified. It provides a simplified way for freelancers and small business owners to manage their books and invoicing.

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Related categories

Accounting