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FreeAgent + Streak

Create contacts in FreeAgent for updated Streak contacts

Easily maintain your contact list up to date with this Streak and FreeAgent integration. Whenever a contact is updated in Streak, this workflow will create a corresponding contact in FreeAgent, ensuring your customer information is consistent across both platforms. Save time and eliminate manual data entry by automating this process for a seamless contact management experience.

Easily maintain your contact list up to date with this Streak and FreeAgent integration. Whenever a contact is updated in Streak, this workflow will create a corresponding contact in FreeAgent, ensuring your customer information is consistent across both platforms. Save time and eliminate manual data entry by automating this process for a seamless contact management experience.

  1. When this happens...
    StreakStreak
    Updated Contact

    Triggered when a contact is updated.

    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?
    • PipelineRequired

    Trigger
    Instant
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    • Stage

    • Field

    • PipelineRequired

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    Instant
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    • PipelineRequired

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    Instant
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    • PipelineRequired

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    Instant
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    • Stage

    • PipelineRequired

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    Instant
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    • PipelineRequired

    Trigger
    Instant
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    • Team KeyRequired

    Trigger
    Instant
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    • TeamRequired

    Trigger
    Instant
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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
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streak logo

About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.
Learn moreHelp

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