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FreeAgent + monday.com

Create new contacts in FreeAgent for new items in monday.com boards

Manage your contacts seamlessly with this efficient workflow. When a new item appears on your monday.com board, a corresponding contact will be instantly created in your FreeAgent app. This automatic process not only helps to keep your business contact list up-to-date but also saves valuable time by eliminating manual data input. Enjoy a more organized and productive workspace with this streamlined solution.

Manage your contacts seamlessly with this efficient workflow. When a new item appears on your monday.com board, a corresponding contact will be instantly created in your FreeAgent app. This automatic process not only helps to keep your business contact list up-to-date but also saves valuable time by eliminating manual data input. Enjoy a more organized and productive workspace with this streamlined solution.

  1. When this happens...
    monday.commonday.com
    New Item in Board

    Triggers when an item is created in a specific board.

    TriggerInstant
  2. automatically do this!
    FreeAgentFreeAgent
    Create Contact

    Triggers when you add a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Action
    Write
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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
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn moreHelp

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