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ReportGarden + FreeAgent CRM Integrations

How to connect ReportGarden + FreeAgent CRM

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

When this happens...
ReportGardenReportGarden
Billed Invoice

Triggers when an invoice is marked as billed.

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FreeAgent CRMFreeAgent CRM
Add Notes

Creates a new note

Supported triggers and actions

What does this mean?

How ReportGarden + FreeAgent CRM Integrations Work

  1. Step 1: Authenticate ReportGarden + FreeAgent CRM.
    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

About ReportGarden

ReportGarden helps online ad agencies create performance reports, invoices, manage campaign budgets and site audits.

Related categories

  • Analytics
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About FreeAgent CRM

FreeAgent CRM is a sales, marketing and customer service platform for businesses big-and-small who care about their customers.

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