FreeAgent

FreeAgent Help & Support

What FreeAgent Triggers and Actions are Supported?

Supported Triggers#

  • New Task - Triggers when a new task is added.
  • New Contact - Triggers when you add a new contact.
  • New User - Triggers when a new user is added.
  • New Invoice - Triggers when a new invoice is added or meets criterion.

Supported Actions#

  • Create Contact - Create a new contact in FreeAgent.
  • Create Task - Create a task inside a project.

How to Get Started with FreeAgent on Zapier

To get started with FreeAgent, first click to add a FreeAgent account in your Zap.

Click to add a FreeAgent account

Next, you'll name this FreeAgent account.

Name the FreeAgent account inside Zapier

You should then get a pop-up window from FreeAgent asking you to log-in and another to authorize the connection between that FreeAgent account and Zapier.

Log in to authorize your FreeAgent account Click accept to authorize your FreeAgent account

After logging in, you'll get sent back to your zap where you now have your FreeAgent account connected!

Your FreeAgent account is authorized

Common Problems with FreeAgent

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

Need More Help? - Our support team is happy to help -- send us a message

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

Getting Started with Zapier