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Send new Highrise contacts to FreeAgent

  1. When this happensStep 1: New Contact

  2. Then do thisStep 2: Create Contact

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
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Connect FreeAgent + Highrise in Minutes

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

All Triggers & Actions

New Contact

Triggers when you add a new contact.

New Task

Triggers when a new task is added.

Create Note for Contact

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.

Create/Update a Contact

Creates a new contact, or, if a contact exists, we will update it.

Create Deal for Contact

Creates a new deal associated with a contact or person.

New Invoice

Triggers when a new invoice is added or meets criterion.

New User

Triggers when a new user is added.

Create a Company

Creates a new company if it does not exist yet.

Create Deal

Creates a new deal.

Create Case

Creates a new case.

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