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How Zapier works
Zapier makes it easy to integrate FreeAgent with ProjectPlace - no code necessary. See how you can get setup in minutes.
Select a trigger from FreeAgent
Setup an action from ProjectPlace
That’s it! You just connected FreeAgent to ProjectPlace
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Connect FreeAgent and ProjectPlace to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Contact
Triggers when you add a new contact.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Organisation Name
- First Name
- Last Name
- Email
- Phone Number
- Address (Line 1)
- Address (Line 2)
- Town
- Region
- Postcode
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- BoardRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New Templates
List an account's templates for workspace.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - WorkspaceRequired
- BoardRequired
- Column
- Activity on board
- New card createdRequired
- Change of statusRequired
- Change of titleRequired
- Due date todayRequired
- Card blockedRequired
- Card unblockedRequired
- Change of descriptionRequired
- Change of due dateRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- WorkspaceRequired
- NameRequired
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- BoardRequired
- TitleRequired
- Description
- Assignee
- Column
- Activity on board
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- NameRequired
- Description
- Assignee
- PriorityRequired
- TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- BoardRequired
- CardRequired
- Destination BoardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- NameRequired
- Description
- Assignee
- ResponseRequired
- Description of response
- ImpactRequired
- ProbabilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- BoardRequired
- CardRequired
- TitleRequired
- Description
- Assignee
- Column
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Workspace template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- BoardRequired
- TitleRequired
- Description
- Activity on board
- Column
- Assignee
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New User
Triggers when a new user is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - ProjectRequired
- NameRequired
- Status
- Is Billable?
- Billing Rate
- Billing Period
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- New Card Assignments
List user assignments on cards.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Workspaces I Am Member Of
Lists workspaces to which you have access.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - WorkspaceRequired
- IDRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New Workspaces in Enterprise Account
Lists projects in the enterprise account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - WorkspaceRequired
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Activity on board
- TitleRequired
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- NameRequired
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Email adresses of users to be invited to the projectRequired
- Language of the invitation
- Customised message for the invitees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Type of an artifactRequired
- IDRequired
- Time to be reportedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- CardRequired
- Activity on board
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- BoardRequired