FreeAgent + Practice
Create contacts in FreeAgent for new invoices paid in Practice
Effortlessly manage your client information whenever a new invoice is paid in Practice app by setting up this integration. This workflow will automatically create a new contact in FreeAgent, allowing you to keep track of your customers and their payments with ease. Streamline your business processes and maintain accurate records with this seamless automation.
Effortlessly manage your client information whenever a new invoice is paid in Practice app by setting up this integration. This workflow will automatically create a new contact in FreeAgent, allowing you to keep track of your customers and their payments with ease. Streamline your business processes and maintain accurate records with this seamless automation.
- When this happens...New Invoice Paid
Triggers when an invoice has been paid by a client.
- automatically do this!Create Contact
Triggers when you add a new contact.
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Appointment Canceled
Triggers when a appointment has been canceled.
Try ItNew Appointment Created
Triggers when a new appointment has been created.
Try ItAppointment Rescheduled
Triggers when a appointment has been rescheduled.
Try ItNew Form Submitted
Triggers when a form has been submitted by a client.
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Appointment Completed
Triggers when a appointment has been completed.
Try ItAppointment Outcome Updated
Triggers when a appointment has been outcome updated.
Try ItAttendee Added to Event
Triggers when a new attendee has been added to an event.
Try ItNew Internal Form Submitted
Triggers when an internal form has been submitted.
Try It
