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Katana + FreeAgent Integrations

How to connect Katana + FreeAgent

Zapier lets you send info between Katana and FreeAgent automatically—no code required.

When this happens...
FreeAgentFreeAgent
New Contact

Triggers when you add a new contact.

automatically do this!
FreeAgentFreeAgent
Create Contact

Create a new contact in FreeAgent.

Supported triggers and actions

What does this mean?
  • Katana triggers, actions, and search
    Create Customer
    Creates a customer.
    Action
    Scheduled
  • Katana triggers, actions, and search
    Create Sales Order
    Creates a new sales order.
    Action
    Scheduled
  • Katana triggers, actions, and search
    Find Customer
    Find a customer by name, email, or phone number
    Action
    Scheduled
  • Katana triggers, actions, and search
    Find or Create Customer
    Find an existing customer, or create a new customer if one is not found.
    Action
    Scheduled
  • FreeAgent triggers, actions, and search
    New Contact
    Triggers when you add a new contact.
    Trigger
    Scheduled
  • FreeAgent triggers, actions, and search
    New Invoice
    Triggers when a new invoice is added or meets criterion.
    Trigger
    Scheduled
  • FreeAgent triggers, actions, and search
    New Task
    Triggers when a new task is added.
    Trigger
    Scheduled
  • FreeAgent

    Triggers when a new user is added.

    Scheduled

    Trigger

  • FreeAgent

    Create a new contact in FreeAgent.

    Scheduled

    Action

  • FreeAgent

    Create a task inside a project.

    Scheduled

    Action

How Katana + FreeAgent Integrations Work

  1. Step 1: Authenticate Katana + FreeAgent.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
katana-mrp logo
katana-mrp logo
katana-mrp logo

About Katana

Katana gives thousands of manufacturers a live look at their business. Manage all the moving parts of your business and unite the apps and services you use in one visual platform.

Related categories

eCommerce
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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

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