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
- A Highrise contact is added
- Zapier automatically creates a FreeAgent contact
What You Need
- Highrise account
- FreeAgent account
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Triggers when a new task is added.
Create a new contact in FreeAgent.
Triggers when you add a new contact.
Create a task inside a project.
Triggers when a new user is added.
Creates a new contact, or, if a contact exists, we will update it.
Triggers when a new invoice is added or meets criterion.
If a contact exists, we will add a note to it. If no contact exists, we will create one and add a note to it.
Triggers when a new contact is added to Highrise.
Creates a new company if it does not exist yet.