Airtable + FreeAgent

Create or update Airtable records when new FreeAgent invoices arrive

Keep your financial records efficient and organized. With this setup, every time there's a new invoice in FreeAgent, it prompts a corresponding record to be created or updated in Airtable. This ensures your financial data is always current, taking the effort out of manual updates and enhancing the accuracy of your financial tracking. Make your administrative tasks simpler, and have your financial information readily accessible.

Keep your financial records efficient and organized. With this setup, every time there's a new invoice in FreeAgent, it prompts a corresponding record to be created or updated in Airtable. This ensures your financial data is always current, taking the effort out of manual updates and enhancing the accuracy of your financial tracking. Make your administrative tasks simpler, and have your financial information readily accessible.

  1. When this happens...
    FreeAgentFreeAgent
    New Invoice

    Triggers when a new invoice is added or meets criterion.

    TriggerPolling
  2. automatically do this!
    AirtableAirtable
    Create or Update Record

    Find and update an existing record, or create a new one.

    ActionWrite
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Supported triggers and actions

    • Status

    Trigger
    Polling
    Try It
    • ProjectRequired

    • NameRequired

    • StatusRequired

    • Is Billable?

    • Billing Rate

    • Billing Period

    Action
    Write
    • Help Text

    • BaseRequired

    • TableRequired

    • Last modified time columnRequired

    • Limit to view

    • Include file contents?

    Trigger
    Polling
    Try It
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airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn more

Related categories

  • Databases

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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

  • Accounting