1.Detect new invoice
Integrate FreeAgent and invoice tracking tools to detect new invoices and route payer data into your contact workflow.
Create contact entry from each new invoice payer
Automatically monitor new invoice creation across FreeAgent and Zapier Tables. Create or update a contact record when a new invoice payer arrivesβso you can find existing contacts, refresh billing fields, and keep reconciliation notes current without manual data entry.
How this automation keeps payer contacts up to date
When new invoices are created, reconciliation breaks when payer details live in separate places. This automation finds, updates, and creates contact records in Zapier Tables, so your team can follow up with accurate payer information.
FreeAgentor swap with your favorite app
2.Find matching contact
Integrate Zapier Tables and contact lookup tools to find a record by payer email or business identifier for the incoming invoice.
Zapier Tablesor swap with your favorite app
3.Update contact record
Integrate Zapier Tables and CRM notes tools to update payer name, billing address, and invoice reference when a match is found.
4.Create contact record
Integrate Zapier Tables and contact creation tools to create a new contact with payer details and the invoice reference when no match exists.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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