FreeAgent + InventoryBase

Create clients in InventoryBase from new contacts in FreeAgent

Create seamless connections between FreeAgent and InventoryBase with this workflow. When a new contact is added in FreeAgent, a client is instantly created in InventoryBase. This streamlines data management in your business. Boost efficiency, keep your client list updated and ensure no contact slips through the cracks with this simple automation.

When this happens...
New Contact
Triggers when you add a new contact.
TriggerPolling
automatically do this!
Create Client
Creates a new client
ActionWrite

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Supported triggers and actions

New Contact
Triggers when you add a new contact.
Trigger
Polling
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- ProjectRequired
Trigger
Polling
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- Organisation Name
- First Name
- Last Name
- Email
- Phone Number
- Address (Line 1)
- Address (Line 2)
- Town
- Region
- Postcode
- Country
Action
Write
Action Report Created
Triggers when a Action Report is created.
Trigger
Instant
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Client Deleted
Triggers when a client is deleted.
Trigger
Instant
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Inspection Cancelled
Triggers when an inspection is cancelled.
Trigger
Instant
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Inspection Completed
Triggers when an inspection is completed.
Trigger
Instant
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Inspection Created
Triggers when an inspection is created.
Trigger
Instant
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Inspection Updated
Triggers when an inspection is updated.
Trigger
Instant
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Property Deleted
Triggers when a property is deleted.
Trigger
Instant
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PDF Generated
Triggers when a PDF is generated.
Trigger
Instant
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Typist Unassigned
Triggers when a typist is unassigned from an inspection.
Trigger
Instant
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- NameRequired
- EmailRequired
- RoleRequired
Action
Write
- NameRequired
- EmailRequired
- Company
- Telephone
- Address Line 1
- Address Line 2
- City
- County / State
- Postcode / Zip
- Send login details to new user
Action
Write
- Property IDRequired
- Inspection TypeRequired
- Conduct DateRequired
- Clerk ID
- Internal Notes
- Location of Keys
- Template ID
- Time To Complete
- Conduct Date Option
- Reference
- Auto Load Contacts from Property
- TypeRequired
- NameRequired
- Email
- Phone
- Signee?
- Notify?
- Deliver?
- SMS?
- Other Label
- Reference
- Self Service Name
- Self Service Email
Action
Write
- Inspection IDRequired
- Notify contacts of cancellation
- Send cancellation invoice
- Remove tenant contacts from the Inspection and related Property
Action
Write
- Inspection IDRequired
Action
Write
- Inspection IDRequired
- Clerk IDRequired
Action
Write
- Inspection IDRequired
- Internal NotesRequired
Action
Write
- Property IDRequired
- TagRequired
Action
Write
- Property IDRequired
- Custom field nameRequired
- Custom field valueRequired
Action
Write
- Address Line 1Required
- Address Line 2
- CityRequired
- County / State
- Postcode / ZipRequired
- Reference
- Number of Bedrooms
- Number of Bathrooms
- Type
- Detachment
- Furnishing
- Number of Garages
- Has Parking
- Has Garden
- Tag
- Client
- TypeRequired
- NameRequired
- Email
- Phone
- Signee?
- Notify?
- Deliver?
- SMS?
- Other Label
- Reference
Action
Write
- Offer IDRequired
Action
Write
- Email AddressRequired
Action
Search
- Inspection IDRequired
Action
Search
- NameRequired
Action
Search
- Inspection IDRequired
- Report PDF Type
Action
Search
- Property IDRequired
Action
Search
- NameRequired
Action
Search

- Status
Trigger
Polling
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New User
Triggers when a new user is added.
Trigger
Polling
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- ProjectRequired
- NameRequired
- StatusRequired
- Is Billable?
- Billing Rate
- Billing Period
Action
Write
Client Created
Triggers when a client is created.
Trigger
Instant
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Client Updated
Triggers when a client is updated.
Trigger
Instant
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Inspection Closed
Triggers when an inspection is closed.
Trigger
Instant
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Inspection Confirmed
Triggers when an inspection's conduct date is confirmed.
Trigger
Instant
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Inspection Submitted for Review
Triggers when an inspection is submitted for managerial review.
Trigger
Instant
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Property Created
Triggers when a property is created.
Trigger
Instant
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Property Updated
Triggers when a property is updated.
Trigger
Instant
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Typist Assigned
Triggers when a typist is assigned to an inspection.
Trigger
Instant
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Inspection Offered to Workstreams Supplier
Triggers when an inspection in the Workstreams network is offered to a supplier.
Trigger
Instant
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- NameRequired
- EmailRequired
- RoleRequired
Action
Write
- NameRequired
- EmailRequired
- Company
- Telephone
- Address Line 1
- Address Line 2
- City
- County / State
- Postcode / Zip
- Send login details to new user
Action
Write
- Inspection IDRequired
- MessageRequired
- AudienceRequired
Action
Write
- Inspection IDRequired
- NameRequired
- TypeRequired
- Email
- Phone
- Reference
- Signee?
Action
Write
- Inspection IDRequired
Action
Write
- Inspection IDRequired
- Inspection DateRequired
Action
Write
- Address Line 1Required
- Address Line 2
- CityRequired
- County / State
- Postcode / ZipRequired
- Reference
- Number of Bedrooms
- Number of Bathrooms
- Type
- Detachment
- Furnishing
- Number of Garages
- Has Parking
- Has Garden
- Tag
- Client
- TypeRequired
- NameRequired
- Email
- Phone
- Signee?
- Notify?
- Deliver?
- SMS?
- Other Label
- Reference
Action
Write
- Property IDRequired
- NameRequired
- TypeRequired
- Email
- Phone
- Reference
- Signee?
Action
Write
- Property IDRequired
- TagRequired
Action
Write
- NameRequired
- EmailRequired
- RoleRequired
Action
Write
- Inspection IDRequired
Action
Search
- NameRequired
Action
Search
- Property IDRequired
Action
Search
- Inspection IDRequired
Action
Search
- Address Line 1Required
- Address Line 2
- Postcode
Action
Search
- Email AddressRequired
Action
Search

About FreeAgent

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

Related categories

Accounting

About InventoryBase

Produce professional property inventories, check ins, check outs, interim inspections, building inspections, risk assessments and more.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

FreeAgent + InventoryBase

Create clients in InventoryBase from new contacts in FreeAgent

New Contact

New Task

Create Contact

Action Report Created

Client Deleted

Inspection Cancelled

Inspection Completed

Inspection Created

Inspection Updated

Property Deleted

PDF Generated

Typist Unassigned

Create a Clerk

Create Client

Create Inspection

Cancel Inspection

Mark Confirmed

Update Inspection Assignee

Update Internal Notes

Add Property Tag

Update Custom Field

Find or Create a Property

Accept Offer

Find a Client by Email

Get Inspection Contacts

Find an Inspection Type by Name

Get PDF

Get Property

Find a Staff Member by Name

New Invoice

New User

Create Task

Client Created

Client Updated

Inspection Closed

Inspection Confirmed

Inspection Submitted for Review

Property Created

Property Updated

Typist Assigned

Inspection Offered to Workstreams Supplier

Find or Create Clerk

Find or Create Client

Add Message

Create Inspection Contact

Mark to Be Confirmed

Update Inspection Date

Create Property

Create Property Contact

Delete Property Tag

Create Staff Member

Find Action Reports by Inspection

Find a Client by Name

Get Property Contacts

Get Inspection

Find a Property

Find a Staff Member by Email

About FreeAgent

Related categories

About InventoryBase

Related categories

Similar apps

Zapier Interfaces