Connect FreeAgent and Chaser to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate FreeAgent with Chaser - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from FreeAgent.

Add your action

An action happens after the trigger—such as "Create Additional Contact" in Chaser.

You’re connected!

Zapier seamlessly connects FreeAgent and Chaser, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
- Customer ID
  Required
- External ID
  Required
- First Name
- Last Name
- Email
- Status
Action
Write
- External ID
  Required
- Company
  Required
- First Name
- Last Name
- Email
- Phone Number
- Mobile Number
- Status
- Country
- Region
- City
- Postal Code
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Tags
Action
Write

- Customer ID
  Required
- External ID
  Required
- First Name
- Last Name
- Email
- Status
Action
Write
- External ID
  Required
- Company
  Required
- First Name
- Last Name
- Email
- Phone Number
- Mobile Number
- Status
- Country
- Region
- City
- Postal Code
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Tags
Action
Write

- Invoice ID
  Required
- PDF file or a public link to PDF file
  Required
Action
Write

- 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
- Credit_note_id
  Required
- Credit_note_number
  Required
- Remaining_credit
  Required
- Date
  Required
- Status
  Required
- Total
  Required
- Currency_code
  Required
- Customer_external_id
  Required
Action
Write
- Invoice ID
  Required
- Invoice Number
  Required
- Status
  Required
- Currency Code
  Required
- Amount Due
  Required
- Amount Paid
  Required
- Total
  Required
- Date
  Required
- Due Date
  Required
- Customer
  Required
- Fully Paid Date
Action
Write
- Credit_note_id
  Required
- Credit_note_number
  Required
- Remaining_credit
  Required
- Date
  Required
- Status
  Required
- Total
  Required
- Currency_code
  Required
- Customer_external_id
  Required
Action
Write
- Invoice ID
  Required
- Invoice Number
  Required
- Status
  Required
- Currency Code
  Required
- Amount Due
  Required
- Amount Paid
  Required
- Total
  Required
- Date
  Required
- Due Date
  Required
- Customer
  Required
- Fully Paid Date
Action
Write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect FreeAgent and Chaser to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your FreeAgent to Chaser integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About FreeAgent

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

HelpHelp

Related categories

Accounting

About Chaser

Chaser is an end-to-end accounts receivables automation software and service provider.