FreeAgent + InventoryBase

FreeAgent + InventoryBase integrations

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 ContactTriggers when you add a new contact.
TriggerPolling
automatically do this!
Create ClientCreates a new client
ActionWrite

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More things you can do with FreeAgent and InventoryBase

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

New Contact
Triggers when you add a new contact.
Trigger
Polling
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- Project
  Required
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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- Name
  Required
- Email
  Required
- Role
  Required
Action
Write
- Name
  Required
- Email
  Required
- Company
- Telephone
- Address Line 1
- Address Line 2
- City
- County / State
- Postcode / Zip
- Send login details to new user
Action
Write
- Property ID
  Required
- Inspection Type
  Required
- Conduct Date
  Required
- Clerk ID
- Internal Notes
- Location of Keys
- Template ID
- Time To Complete
- Conduct Date Option
- Reference
- Auto Load Contacts from Property
- Type
  Required
- Name
  Required
- Email
- Phone
- Signee?
- Notify?
- Deliver?
- SMS?
- Other Label
- Reference
- Self Service Name
- Self Service Email
Action
Write
- Inspection ID
  Required
- Notify contacts of cancellation
- Send cancellation invoice
- Remove tenant contacts from the Inspection and related Property
Action
Write
- Inspection ID
  Required
Action
Write
- Inspection ID
  Required
- Clerk ID
  Required
Action
Write
- Inspection ID
  Required
- Internal Notes
  Required
Action
Write
- Property ID
  Required
- Tag
  Required
Action
Write
- Property ID
  Required
- Custom field name
  Required
- Custom field value
  Required
Action
Write
- Address Line 1
  Required
- Address Line 2
- City
  Required
- County / State
- Postcode / Zip
  Required
- Reference
- Number of Bedrooms
- Number of Bathrooms
- Type
- Detachment
- Furnishing
- Number of Garages
- Has Parking
- Has Garden
- Tag
- Client
- Type
  Required
- Name
  Required
- Email
- Phone
- Signee?
- Notify?
- Deliver?
- SMS?
- Other Label
- Reference
Action
Write
- Offer ID
  Required
Action
Write
- Email Address
  Required
Action
Search
- Inspection ID
  Required
Action
Search
- Name
  Required
Action
Search
- Inspection ID
  Required
- Report PDF Type
Action
Search
- Property ID
  Required
Action
Search
- Name
  Required
Action
Search

- Status
Trigger
Polling
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New User
Triggers when a new user is added.
Trigger
Polling
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- Project
  Required
- Name
  Required
- Status
  Required
- 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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- Name
  Required
- Email
  Required
- Role
  Required
Action
Write
- Name
  Required
- Email
  Required
- Company
- Telephone
- Address Line 1
- Address Line 2
- City
- County / State
- Postcode / Zip
- Send login details to new user
Action
Write
- Inspection ID
  Required
- Message
  Required
- Audience
  Required
Action
Write
- Inspection ID
  Required
- Name
  Required
- Type
  Required
- Email
- Phone
- Reference
- Signee?
Action
Write
- Inspection ID
  Required
Action
Write
- Inspection ID
  Required
- Inspection Date
  Required
Action
Write
- Address Line 1
  Required
- Address Line 2
- City
  Required
- County / State
- Postcode / Zip
  Required
- Reference
- Number of Bedrooms
- Number of Bathrooms
- Type
- Detachment
- Furnishing
- Number of Garages
- Has Parking
- Has Garden
- Tag
- Client
- Type
  Required
- Name
  Required
- Email
- Phone
- Signee?
- Notify?
- Deliver?
- SMS?
- Other Label
- Reference
Action
Write
- Property ID
  Required
- Name
  Required
- Type
  Required
- Email
- Phone
- Reference
- Signee?
Action
Write
- Property ID
  Required
- Tag
  Required
Action
Write
- Name
  Required
- Email
  Required
- Role
  Required
Action
Write
- Inspection ID
  Required
Action
Search
- Name
  Required
Action
Search
- Property ID
  Required
Action
Search
- Inspection ID
  Required
Action
Search
- Address Line 1
  Required
- Address Line 2
- Postcode
Action
Search
- Email Address
  Required
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.

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Related categories

Accounting

About InventoryBase

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

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