FreeAgent

FreeAgent + Cloze Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect FreeAgent and Cloze, with as many as 34 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect FreeAgent + Cloze and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Task

Triggers when a new task is added.

Create Task

Create a task inside a project.

New Contact

Triggers when you add a new contact.

Create Contact

Create a new contact in FreeAgent.

New User

Triggers when a new user is added.

Create/Update a Person

Creates or updates a person.

New Invoice

Triggers when a new invoice is added or meets criterion.

Create Communication

Create a new communication record (email or call).

Project Change

Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Create Timeline Event

Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".

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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.

Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.

See Cloze Integrations

Connect FreeAgent + Cloze

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