FreeAgent Integrations

  • Send new FreeAgent contacts to Google Contacts

    Having trouble managing all your contact lists? This Zap can help you with some of that, making you more organized with less work than ever before. Once it's active, any new contact added to FreeAgent will also add a matching entry to Google Contacts, ensuring your lists are as accurate as possible. No matter what service you access it from, you can be sure this automation will keep your information safe.

    How It Works

    1. A new contact is added on FreeAgent
    2. Zapier automatically adds a new contact to Google Contacts

    What You Need

    • FreeAgent account
    • Google Contacts account
  • Send new FreeAgent contacts to Toggl as new clients

    If you want to get into your work as smoothly as possible, why not prepare the groundwork on Toggl by bringing in data from FreeAgent as it gets created? If you set up this Zap, every new contact added to FreeAgent will automatically result in a new client on Toggl from then on, taking care of the setup for you so you can focus on creating those tasks and logging time immediately.

    How It Works

    1. A new contact is added on FreeAgent
    2. Zapier automatically adds a new client on Toggl

    What You Need

    • FreeAgent account
    • Toggl account
  • Create Google Sheets rows for new FreeAgent invoices

    If you need a powerful, easy to manipulate and robust archive system for your invoices, Google Sheets are an excellent option. Automate the entire logging process by putting this FreeAgent Google Sheets integration to work. Configure it and the automation will immediately watching for a new FreeAgent invoice, creating a new row on the Google Sheet of your choice when it is triggered. As long as you keep the Zap active, it will continue to update your spreadsheet with the latest data.

    How It Works

    1. A FreeAgent invoice is created
    2. Zapier automatically creates a row on Google Sheets

    What You Need

    • FreeAgent account
    • Google Sheets account
  • Create FreeAgent contacts for new HubSpot CRM contacts

    If your CRM already has all of your customer data, there's no need to enter it twice. Try this automation on for size. Once this HubSpot CRM-FreeAgent integration is set up, it will trigger every time a new HubSpot CRM contact is created, adding one on FreeAgent as well with all the relevant information, and continuing to do so automatically for as long it remains active. Enjoy your automated contact list maintenance!

    How It Works

    1. A new contact is added on HubSpot CRM
    2. Zapier automatically creates a FreeAgent contact

    What You Need

    • HubSpot CRM account
    • FreeAgent account
  • Create or update HubSpot CRM contacts for new FreeAgent contacts

    Whether you're entering new account information or just updating is, this HubSpot CRM FreeAgent integration will help ensure your CRM information remains accurate and avoid double work. Once this Zap has been completely set up, HubSpot CRM contacts will either be created or updated whenever a new FreeAgent contact is added to the system, avoiding duplicates and automatically ensuring the very latest records from then on.

    How It Works

    1. A new contact is added on FreeAgent
    2. Zapier automatically creates or updates a HubSpot CRM contact

    What You Need

    • FreeAgent account
    • HubSpot CRM account
  • Create FreeAgent tasks for new Toggl time entries

    If your accounting needs precise time records, don't waste your most valuable resource by preparing information you already have! Use this Toggl FreeAgent integration instead: once it's turned on, every new Toggl time entry you log will also create a task on FreeAgent with the data you need. From then on, this integration will handle the logging automatically, so you can focus your time on the tasks at hand instead of paperwork.

    How It Works

    1. A new time entry is added on Toggl
    2. Zapier automatically creates a FreeAgent contact

    What You Need

    • Toggl account
    • FreeAgent account
  • Send new Insightly contacts to FreeAgent

    Don't lose time and introduce potential accounting errors by manually transferring information from your CRM into FreeAgent — try this Insightly FreeAgent integration instead. Once it's active, every time you add a new contact on Insightly a matching entry will be added to FreeAgent's contact list, ensuring no part of your business workflows lags behind another through Zapier automation.

    How It Works

    1. An Insightly contact is added
    2. Zapier automatically creates a FreeAgent contact

    What You Need

    • Insightly account
    • FreeAgent account
  • Send new Google Contacts to FreeAgent

    Keeping your business contacts up to date is essential, but that doesn't mean you have to do it manually! Let this Google Contacts-FreeAgent integration handle that burden for you: it whenever it is triggered by a new Google Contact, a corresponding contact will also be created on FreeAgent, keeping your list accurate and up to date from then on with its automatic behavior.

    How It Works

    1. A new Google Contact is added
    2. Zapier automatically creates a FreeAgent contact

    What You Need

    • Google Contact account
    • FreeAgent account
  • Add MailChimp subscribers for new FreeAgent contacts

    Make the most of your information by cross-pollinating your contact lists automatically, using Zaps like this. Once it's been completely set up, any new contact added on FreeAgent will trigger a new subscriber on MailChimp, ensuring that your marketing efforts make the most of all your business data to have the farthest reach possible.

    How It Works

    1. A new contact is added on FreeAgent
    2. Zapier automatically adds a new subscriber on MailChimp

    What You Need

    • FreeAgent account
    • MailChimp account
  • Get messages on Slack for new FreeAgent invoices

    It's hard enough to keep everyone in the loop when unexpected events happen during a busy day, so why run the risk with predictable ones? Automate your invoicing notifications by using this FreeAgent Slack integration: once you've got it up and running, a new message will be sent to your chosen Slack channel with all the relevant information for any new invoice added on FreeAgent. From then on, not only will the team be updated the moment there's news, you'll save some time as well!

    How It Works

    1. A FreeAgent invoice is created
    2. Zapier automatically sends a message on Slack

    What You Need

    • FreeAgent account
    • Slack account
  • Create FreeAgent contacts for new WooCommerce orders

    If you want to keep your financials running as smoothly as possible, there's no time to waste with manual effort. Let Zapier help you manage all those incoming orders by creating a new FreeAgent contact every time a new order is placed with WooCommerce. After this WooCommerce FreeAgent integration is set up you can rely on a constantly updated contact list that can keep up with all your orders, no matter how fast they come in!

    How It Works

    1. A WooCommerce order is created
    2. Zapier automatically creates a FreeAgent contact

    What You Need

    • WooCommerce account
    • FreeAgent account
  • Send new FreeAgent contacts to Insightly as new contacts

    To make the most of your CRM efforts, you need to have the most accurate data. Don't miss out on valuable connections because they're stuck on other services! If you set up this Zap, you can rely on having the latest information from FreeAgent inside Insightly at all times: every time a new contact is added on FreeAgent, a match will be added to Insightly automatically as well, guaranteeing no one will fall through the cracks from then on.

    How It Works

    1. A new contact is added on FreeAgent
    2. Zapier automatically adds a new contact on Insightly

    What You Need

    • FreeAgent account
    • Insightly account
  • Create new FreeAgent contacts for new rows on Google Sheets

    Tracking contacts relevant to your accounting in Google Sheets? Don't waste time manually copying over every new row that gets added — we'll do that for you! Once this Google Sheets FreeAgent integration is set up, every time a new row is added on Google Sheets a corresponding contact will be created on FreeAgent, giving you the confidence to proceed knowing your information is accurate and constantly updated.

    How It Works

    1. A new row is added on Google Sheets
    2. Zapier automatically creates a FreeAgent contact

    What You Need

    • Google Sheets account
    • FreeAgent account
  • Send new Gravity Form submissions to FreeAgent as new contacts

    With such a detail-dependent activity as accounting, why trust error-prone manual entry? Simplify and improve the accuracy of your processes by enabling this Gravity Forms FreeAgent integration. After that, every new Gravity Forms submission you receive will trigger the creation of a new contact on FreeAgent, guaranteeing accurate and up to date record-keeping so you can apply your focus elsewhere.

    How It Works

    1. A new Gravity Forms submission is received
    2. Zapier automatically creates a FreeAgent contact

    What You Need

    • Gravity Forms account
    • FreeAgent account
  • Send new Wufoo entries to FreeAgent as new contacts

    Receiving too many Wufoo entries for your manual accounting processes to handle? Add this Wufoo FreeAgent integration to your repertoire! Configure it once and, after that, a new contact will be added to your FreeAgent list every time a new entry is received on Wufoo. Since this behavior will be automatic and constant from then on, you'll be able to spend less time worrying about entering data and more on how to use it.

    How It Works

    1. A new Wufoo entry is received
    2. Zapier automatically creates a FreeAgent contact

    What You Need

    • Wufoo account
    • FreeAgent account
  • Create new FreeAgent contacts for new Podio items

    If you've got a Podio application producing contact information that your accounting could use, why not integrate them with Zapier automation? Once this Podio FreeAgent integration has been set up, a new FreeAgent contact will be created with the data from any new Podio item produced by your chosen application. This will happen reliably and automatically, creating a seamless link between the two services.

    How It Works

    1. A new item is added on Podio
    2. Zapier automatically creates a FreeAgent contact

    What You Need

    • Podio account
    • FreeAgent account
  • Send Stripe customers to FreeAgent as new contacts

    If you're already recording charges in Stripe, how is your accounting handling your customer data? If you're noticing bottlenecks or inaccuracies, check out this Stripe FreeAgent integration. After you configure it completely, every new Stripe customer you create will trigger the creation of a FreeAgent contact as well, automatically and consistently from then on, so you can refocus your efforts and be even more productive.

    How It Works

    1. A customer is added on Stripe
    2. Zapier automatically creates a FreeAgent contact

    What You Need

    • Stripe account
    • FreeAgent account
  • Send new Toggl clients to FreeAgent as contacts

    Tracking time on Toggl? If you're already creating clients there, you can use this integration with FreeAgent to avoid entering the data twice. After being turned on, this Toggl FreeAgent integration will start watching for any new clients on Toggl. For each one it finds, a new contact will be created on FreeAgent, keeping your lists populated and accurate without forcing you to spend time with duplicate effort.

    How It Works

    1. A new client is added on Toggl
    2. Zapier automatically creates a FreeAgent contact

    What You Need

    • Toggl account
    • FreeAgent account
  • Send emails for new FreeAgent invoices

    Need an easy way to notify people of new FreeAgent invoices? Whether used as an issuing system or update mechanism, this Zap is sure to come in handy. Once you've got it set up, every time a new FreeAgent invoice is created a new email will be sent to the recipients of your choice with all the information you specify. From then on you can rely on this automation to keep serving out information as quickly as new invoices can enter the system.

    Note: this integration uses Zapier's native email service. If you want to use your existing email account to trigger notifications, try Zaps with email apps such as Gmail, Mailgun, SMTP or Mandrill.

    How It Works

    1. A FreeAgent invoice is created
    2. Zapier automatically sends an email

    What You Need

    • FreeAgent account
  • Get HipChat messages for new FreeAgent invoices

    Trying to keep the team in the loop when a new invoice is issued? Save some time and implement a reliable notification system by using this FreeAgent HipChat integration. After it's been fully configured, any time a new FreeAgent invoice is created a new message will also be sent out on HipChat, containing exactly the data the team needs to keep your workflows moving like clockwork through Zapier automation.

    How It Works

    1. A FreeAgent invoice is created
    2. Zapier automatically sends a message on HipChat

    What You Need

    • FreeAgent account
    • HipChat account
  • Create or update ActiveCampaign contacts for new FreeAgent users

    Your marketing is only as successful as the information you feed it, so why not maximize its potential with some carefully applied Zapier automation? Configure this one and from then on any new user added to Free Agent, a contact will be created on ActiveCampaign or updated if it already exists, keeping your user data matched across both services no matter how busy it gets.

    How It Works

    1. A new user is added on FreeAgent
    2. Zapier automatically adds a new contact or updates an existing one on ActiveCampaign

    What You Need

    • FreeAgent account
    • ActiveCampaign account
  • Send new Highrise contacts to FreeAgent

    If you're having a hard time managing contacts scattered across multiple lists, give this Zap a shot. This Highrise FreeAgent integration will ensure that your accounting always has the latest data by creating a new contact on FreeAgent whenever a new one is detected on Highrise. This automation will continue to trigger for as long as you leave it on, saving you precious time you can then apply more productively.

    How It Works

    1. A Highrise contact is added
    2. Zapier automatically creates a FreeAgent contact

    What You Need

    • Highrise account
    • FreeAgent account
  • Create new FreeAgent contacts when new LemonStand customers are created

    Never wonder if your contacts are up-to-date again. Once this integration is active, it will automatically add new LemonStand customers to FreeAgent as new contacts, so you don't ever have to worry about missing names again.

    How this LemonStand-FreeAgent integration works

    1. A new customer is created in LemonStand
    2. Zapier creates a new contact in FreeAgent

    Apps involved

    • LemonStand
    • FreeAgent
  • Add new MailChimp subscribers for new FreeAgent users

    How much time do you spend making sure your contact and user lists are all up to date? Let Zapier handle some of that effort for you with this automation. Once it's been set up, any new FreshDesk user will trigger the creation a new MailChimp subscriber, keeping your marketing automatically up to date with all your latest information so you can use that valuable time otherwise!

    How It Works

    1. A new user is added on FreeAgent
    2. Zapier automatically adds a new subscriber on MailChimp

    What You Need

    • FreeAgent account
    • MailChimp account
  • Create Alore CRM prospects for new FreeAgent contacts

    FreeAgent is a great way to add clients and send them invoices. With this Zapier integration activated, whenever you add a prospect or client to FreeAgent, a new prospect will be created on Alore CRM automatically ensuring that your accounting and sales databases always remain up-to-date.

    How this FreeAgent - Alore CRM integration works

    1. A new contact is added to FreeAgent
    2. Zapier creates a new prospect in Alore CRM

    Apps involved

    • FreeAgent
    • Alore CRM

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FreeAgent Integration Details

Launched on Zapier July 25, 2012

Zapier combines Triggers (like "New Task") and Actions (like "Create Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following FreeAgent Triggers, Searches, and Actions are supported by Zapier:

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.

Create Contact

Create a new contact in FreeAgent.

Create Task

Create a task inside a project.

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