FreeAgent + Hoops

FreeAgent + Hoops integrations

Create contacts in FreeAgent from new customers in Hoops

Streamline your customer management by seamlessly linking the Hoops app to the FreeAgent app. With this workflow, every time a new customer is established in Hoops, their details are instantaneously sent to FreeAgent to create a new contact. This time-saving automation not only eliminates manual data entry but also ensures your FreeAgent contact list is always up-to-date. Perfect for businesses using both Hoops and FreeAgent to manage their customer relationships.

When this happens...
New CustomerTriggers when a Customer is created.
TriggerPolling
automatically do this!
Create ContactTriggers when you add a new contact.
ActionWrite

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More things you can do with Hoops and FreeAgent

Discover other triggers and actions you can use with Hoops and FreeAgent

New Customer
Triggers when a Customer is created.
Trigger
Polling
Try It
- Job Title
- Reference
- Quantity
- Description
- Company Name
- Company Email
  Required
- Company Phone
- Company Website
- Profile
- Billing Address: Address Line 1
- Billing Address: Address Line 2
- Billing Address: City
- Billing Address: State
- Billing Address: Post Code
- Billing Address: Country
- Shipping Address: Address Line 1
- Shipping Address: Address Line 2
- Shipping Address: City
- Shipping Address: State
- Shipping Address: Post Code
- Shipping Address: Country
- Contact First Name
  Required
- Contact Last Name
- Contact Email
  Required
- Contact Phone Number
Action
Write
New Contact
Triggers when you add a new contact.
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
- Organisation Name
- First Name
- Last Name
- Email
- Phone Number
- Address (Line 1)
- Address (Line 2)
- Town
- Region
- Postcode
- Country
Action
Write

New Job
Triggers when a Job is created.
Trigger
Polling
Try It
- Company Name
- Company Email
  Required
- Company Phone
- Company Website
- Profile
- Billing Address: Address Line 1
- Billing Address: Address Line 2
- Billing Address: City
- Billing Address: State
- Billing Address: Post Code
- Billing Address: Country
- Shipping Address: Address Line 1
- Shipping Address: Address Line 2
- Shipping Address: City
- Shipping Address: State
- Shipping Address: Post Code
- Shipping Address: Country
- Contact First Name
  Required
- Contact Last Name
- Contact Email
  Required
- Contact Phone Number
Action
Write
- Status
Trigger
Polling
Try It
New User
Triggers when a new user is added.
Trigger
Polling
Try It
- Project
  Required
- Name
  Required
- Status
  Required
- Is Billable?
- Billing Rate
- Billing Period
Action
Write

About FreeAgent

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

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Related categories

Accounting

About Hoops

Hoops is powerful software that streamlines the management and workflow of printing and promotional product businesses.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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