FreeAgent + Wayfront

FreeAgent + Wayfront integrations

Create new FreeAgent contacts from new Wayfront clients

When a new client is added in Wayfront, streamline your process by creating a matching contact in FreeAgent. This workflow caters to efficient client management, saving you time and enhancing organization. Use this automated routine to ensure your client details are always up-to-date across both platforms.

When this happens...
New ClientTriggers when a new client is created.
TriggerInstant
automatically do this!
Create ContactTriggers when you add a new contact.
ActionWrite

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More things you can do with Wayfront and FreeAgent

Discover other triggers and actions you can use with Wayfront and FreeAgent

Invoice Paid
Triggers when an invoice has been paid.
Trigger
Instant
Try It
- Status
Trigger
Instant
Try It
New Ticket
Triggers when a new ticket is created.
Trigger
Instant
Try It
- Order Status
- Service
Trigger
Instant
Try It
- First Name
- Last Name
- Email
- Company
- Tax ID
- Account Balance
- Opt-in
- Line 1
- City
- State
- Postcode
- Country
- Phone
- Note
- Status
- Assigned managers
Action
Write

- Order
  Required
- Tag
  Required
Action
Write
- Client
  Required
- First Name
- Last Name
- Email
- Company
- Tax ID
- Account Balance
- Opt-in
- Line 1
- City
- State
- Postcode
- Country
- Phone
- Note
- Status
- Assigned managers
Action
Write

- Number
  Required
Action
Search
New Contact
Triggers when you add a new contact.
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
- Organisation Name
- First Name
- Last Name
- Email
- Phone Number
- Address (Line 1)
- Address (Line 2)
- Town
- Region
- Postcode
- Country
Action
Write

New Client
Triggers when a new client is created.
Trigger
Instant
Try It
- Service
Trigger
Instant
Try It
- Service
Trigger
Instant
Try It
- Order
  Required
- User
Action
Write
- Send To
  Required
- Message Body
  Required
- Sender
Action
Write
- Order
  Required
- User
Action
Write
- Order
  Required
- Status
  Required
Action
Write
- Email
  Required
Action
Search
- Status
Trigger
Polling
Try It
New User
Triggers when a new user is added.
Trigger
Polling
Try It
- Project
  Required
- Name
  Required
- Status
  Required
- Is Billable?
- Billing Rate
- Billing Period
Action
Write

About FreeAgent

FreeAgent is accounting software simplified. It provides a simplified way for freelancers and small business owners to manage their books and invoicing.

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Related categories

Accounting

About Wayfront

Wayfront is a productized agency client portal platform that helps you bill, onboard, and service clients at scale, all in one place.

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Related categories

Project Management