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.

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.

  1. When this happens...
    FreeAgentFreeAgent
    New Contact

    Triggers when you add a new contact.

    TriggerPolling
  2. automatically do this!
    InventoryBaseInventoryBase
    Create Client

    Creates a new client

    ActionWrite
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Supported triggers and actions

    • Status

    Trigger
    Polling
    Try It
    • ProjectRequired

    • NameRequired

    • StatusRequired

    • Is Billable?

    • Billing Rate

    • Billing Period

    Action
    Write
freeagent logo
freeagent logo

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
inventorybase logo
inventorybase logo

About InventoryBase

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

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

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