Connect FreeAgent and Revamp CRM to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings FreeAgent and Revamp CRM together. Build enterprise-grade automation in minutes.

Our most popular template

Add new Revamp CRM contacts to FreeAgent
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Revamp CRM + FreeAgent

Add new Revamp CRM contacts to FreeAgent

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Revamp CRM + FreeAgent

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate FreeAgent with Revamp CRM - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from FreeAgent.

Add your action

An action happens after the trigger—such as "Create Person" in Revamp CRM.

You’re connected!

Zapier seamlessly connects FreeAgent and Revamp CRM, automating your workflow.

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.
Trigger
Polling
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- Project
  Required
Trigger
Polling
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- Organisation Name
- First Name
- Last Name
- Email
- Phone Number
- Address (Line 1)
- Address (Line 2)
- Town
- Region
- Postcode
- Country
Action
Write
- Email
- Phone Number
- Tags
- Order Id
- Keyword
Trigger
Polling
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New Customer
Triggers when a new customer is created.
Trigger
Polling
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New Task
Triggers when a new task is created.
Trigger
Polling
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- Type
- Completion State
- Assignee
Trigger
Polling
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- Name
  Required
- Customer
  Required
- PipeLine
  Required
- Deal Stage
  Required
- Value
  Required
- Currency
  Required
- Expected Date Deal Ends
  Required
- Probability
- Owner Name
- Status
- Sales Region
- Product
- Deal Source
Action
Write
- Name
  Required
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
- Description
- Birth Date
- Gender
- Tags
- Score
Action
Write
- Keyword
- Email Address
- Phone Number
- Tags
- Order Id
Action
Search
- Keyword
- Email Address
- Phone Number
- Tags
- Order Id
Action
Search

- Status
Trigger
Polling
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New User
Triggers when a new user is added.
Trigger
Polling
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- Project
  Required
- Name
  Required
- Status
  Required
- Is Billable?
- Billing Rate
- Billing Period
Action
Write
- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Status
- Deal Stage
- Deal Product
- Deal Sales Region
- Deal Source
- Deal Name
Trigger
Polling
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New Deal
Triggers when a new deal is created.
Trigger
Polling
Try It
- Email
- Phone Number
- Tags
- Order Id
- Keyword
Trigger
Polling
Try It
- Name
  Required
- Organization
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
- Description
- Birth Date
- Gender
- Tags
- Score
Action
Write
- Person Name
- Person Email
- Message
- New Customer Type
- Disable Editing Note
- Created By
Action
Write
- Subject
  Required
- Type
  Required
- Customer
  Required
- Due on Date
  Required
- Due on Time
- Duration
- Assignee
- Note
- Is It Done?
Action
Write
- Deal Name
- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Stage
- Deal Status
- Deal Product
- Deal Sales Region
- Deal Source
Action
Search

For AI agents & developers

Use FreeAgent and Revamp CRM with AI agents and code

Beyond Zap workflows. Call FreeAgent and Revamp CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose FreeAgent and Revamp CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Contact
Create Person

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger FreeAgent and Revamp CRM actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* freeagent / revamp-crm action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect FreeAgent and Revamp CRM 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your FreeAgent to Revamp CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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 Revamp CRM

Revamp CRM is a Sales & Marketing CRM. Make more sales whether you are using multiple sales pipelines or an eCommerce store.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

Connect FreeAgent and Revamp CRM to power AI-driven automation

Launch your first automated workflow

Add new Revamp CRM contacts to FreeAgent

Add new Revamp CRM contacts to FreeAgent

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use FreeAgent and Revamp CRM with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect FreeAgent and Revamp CRM to integrate crucial parts of your business

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

Make work flow with AI

Connect FreeAgent to Revamp CRM on the world's largest no-code automation platform