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Set up your first integration
Quickly connect FreeAgent to monday.com with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate FreeAgent with monday.com - no code necessary. See how you can get setup in minutes.
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 "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects FreeAgent and monday.com, 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.
Try ItTriggerPolling - ProjectRequired
Try ItTriggerPolling- Organisation Name
- First Name
- Last Name
- Email
- Phone Number
- Address (Line 1)
- Address (Line 2)
- Town
- Region
- Postcode
- Country
ActionWrite- Board IDRequired
Try ItTriggerInstant
- Status
Try ItTriggerPolling- New User
Triggers when a new user is added.
Try ItTriggerPolling - ProjectRequired
- NameRequired
- StatusRequired
- Is Billable?
- Billing Rate
- Billing Period
ActionWrite- Item_created_in_board_copy
- Board IDRequired
Try ItTriggerInstant
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Connect FreeAgent and monday.com 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.
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Resolve incidents faster with automation
Learn how to automate monday.com on the Zapier blog
Frequently Asked Questions about FreeAgent + monday.com integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with FreeAgent and monday.com
What is FreeAgent integration with monday.com?
FreeAgent integration with monday.com allows you to automate workflows and sync data between FreeAgent, a cloud-based accounting software, and monday.com, a work operating system. This ensures your financial data and project details are always up-to-date across both platforms.
How can I set up the FreeAgent integration in monday.com?
To set up the integration, navigate to the Integrations Center in monday.com and search for FreeAgent. You'll find various triggers such as 'New Invoice Created' or 'Updated Expense' which you can connect with actions on monday.com like 'Create a Pulse' or 'Update Status'. Follow the setup instructions to authenticate and customize your workflow.
What triggers are available for FreeAgent in monday.com's integration?
In our integration, you can use triggers such as 'New Invoice Created', 'New Expense Submitted', or 'Contact Updated' from FreeAgent. These triggers initiate actions in monday.com workflows.
Can I automate invoice tracking between Monday.com and FreeAgent?
Yes, you can automate invoice tracking. For instance, when a new invoice is created in FreeAgent, the integration can trigger an action to add a new item or update existing records in monday.com, allowing for seamless tracking and management.
Are there actions I can set in Monday.com based on updates from FreeAgent?
Absolutely. Actions such as creating a pulse, updating item status, or adding comments can be triggered based on updates from FreeAgent like new payment received or expense approved. This helps keep all related project information synchronized automatically.
How do I authenticate my accounts for the integration?
During setup in the Integrations Center of monday.com, you'll be prompted to authenticate your FreeAgent account using OAuth rights. Once authenticated securely, your accounts will be connected enabling data flow between them.
What happens if there's an error during an integration task?
If an error occurs during any automation task between FreeAgent and monday.com, an alert will notify you of the issue via email or within your dashboard notifications. This way you can promptly address and resolve any synchronization issues.
