FreeAgent + Jotform

FreeAgent + Jotform integrations

Create new FreeAgent contacts from new Jotform submissions

Always keep your FreeAgent contact list refreshed every time a new entry occurs on Jotform. With this workflow, each form filled out on Jotform promptly results in a newly created contact in FreeAgent. Say goodbye to manually inputting data, and focus on nurturing crucial client relationships and enhancing productivity in your financial tasks.

When this happens...
New SubmissionTriggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create ContactTriggers when you add a new contact.
ActionWrite

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More things you can do with Jotform and FreeAgent

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

- Form
  Required
Trigger
Instant
Try It
- Select a form
  Required
- Asignee email
  Required
- Invitation Message
- Assignee Permission
Action
Write
- Select a form
  Required
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

- Document
  Required
Trigger
Polling
Try It
- Select a form
  Required
- Assignee email
  Required
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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.

HelpHelp

Related categories

Accounting

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn moreLearn moreHelpHelp

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