FreeAgent + swiDOC

Archive new invoices from FreeAgent to swiDOC

This Zap automatically saves every new invoice created in FreeAgent to swiDOC for secure, tamper-proof storage. Your invoice records remain complete, compliant, and easy to access.

This Zap automatically saves every new invoice created in FreeAgent to swiDOC for secure, tamper-proof storage. Your invoice records remain complete, compliant, and easy to access.

  1. When this happens...
    FreeAgentFreeAgent
    New Invoice

    Triggers when a new invoice is added or meets criterion.

    TriggerPolling
  2. automatically do this!
    swiDOCswiDOC
    Archive Document

    Archives a new document in swiDOC.

    ActionWrite
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Supported triggers and actions

    • Status

    Trigger
    Polling
    Try It
    • ProjectRequired

    • NameRequired

    • StatusRequired

    • Is Billable?

    • Billing Rate

    • Billing Period

    Action
    Write
    • Message IDRequired

    • Received At

    • FromRequired

    • To

    • Cc

    • Bcc

    • Recipients (All)

    • Subject

    • Body (Text)

    • Attachment Names

    • Archive Duration

    • Tags

    • Folder

    Action
    Write
freeagent logo
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
swidoc logo
swidoc logo

About swiDOC

swiDOC is a secure e-archiving solution that stores documents tamper-proof, keeps them organized, and accessible anytime.

Related categories

  • Documents