EKM + FreeAgent

EKM + FreeAgent integrations

Create contacts in FreeAgent from new orders in EKM

Streamline your customer management process with this automation setup. When a new order is placed in EKM, this workflow simultaneously creates a contact in FreeAgent. This saves you time and ensures that all your customer information is updated and organized across both platforms. Enhance your efficiency by letting this setup handle your routine tasks.

When this happens...
New OrdersTriggers when new Orders are created in your account.
TriggerPolling
automatically do this!
Create ContactTriggers when you add a new contact.
ActionWrite

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More things you can do with EKM and FreeAgent

Discover other triggers and actions you can use with EKM and FreeAgent

New Customer(s)
Triggers when new Customers are created in your account.
Trigger
Polling
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New Paid Order(s)
Triggers when a new order is added that payment has been taken for.
Trigger
Polling
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New Order Status
Triggers when a new Order Status is created in your account.
Trigger
Polling
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New Product
Triggers when a new Product is created in your account.
Trigger
Polling
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- First Name
  Required
- Last Name
  Required
- Last Login Date
- Order Count
- Loyalty Points
- Created Date
- Modified Date
- Email Address
- Last Login Attempt Date
- Locked
- Locked Date
- Lock End Date
- Is Subscribed to Newsletter?
- Send Account Created Email?
Action
Write

- Product Id
  Required
- Name
  Required
- Description
- Number in Stock
  Required
- Price
  Required
- RRP. Defaults to 0.
- Should charge delivery? Defaults to true.
- Is a special offer? Defaults to true.
- Product Weight. Defaults to 0.
- Can be added to cart? Defaults to true.
- Is tax applicable? Defaults to true.
- Is live? Defaults to true.
  Required
- Last Modified
  Required
Action
Write
New Contact
Triggers when you add a new contact.
Trigger
Polling
Try It

- 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

- Order Status
  Required
Trigger
Polling
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New Orders
Triggers when new Orders are created in your account.
Trigger
Polling
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- Order Status
  Required
Trigger
Polling
Try It
- Parent Product Id
  Required
Trigger
Polling
Try It
- Name
  Required
- Description
- Number in Stock
  Required
- Price
  Required
- RRP. Defaults to 0.
- Should charge delivery? Defaults to true.
- Is a special offer? Defaults to true.
- Product Weight. Defaults to 0.
- Can be added to cart? Defaults to true.
- Is tax applicable? Defaults to true.
- Is live? Defaults to true.
  Required
- Last Modified
  Required
Action
Write
- Parent Product
  Required
- Name
  Required
- Description
- Number in Stock
  Required
- Price
  Required
- RRP. Defaults to 0.
- Should charge delivery? Defaults to true.
- Is a special offer? Defaults to true.
- Product Weight. Defaults to 0.
- Can be added to cart? Defaults to true.
- Is tax applicable? Defaults to true.
- Is live? Defaults to true.
  Required
- Last Modified
  Required
Action
Write
- Status
Trigger
Polling
Try It
New User
Triggers when a new user is added.
Trigger
Polling
Try It
- Project
  Required
- Name
  Required
- Status
  Required
- Is Billable?
- Billing Rate
- Billing Period
Action
Write

About EKM

EKM is an eCommerce provider based in the UK that helps you sell online.

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Related categories

eCommerce

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