ConnectWise Manage + FreeAgent
Create new FreeAgent contacts from new or updated ConnectWise Manage contacts
Whenever a new or updated contact emerges in your ConnectWise Manage, this workflow seamlessly ensures their information is up-to-date by creating a corresponding contact in your FreeAgent platform. This reliable process eradicates the need for manual data transfer, boosting efficiency and maximising accuracy. Experience a smoother connection between your ConnectWise Manage and FreeAgent applications, thereby keeping your contact lists consistent and current.
Whenever a new or updated contact emerges in your ConnectWise Manage, this workflow seamlessly ensures their information is up-to-date by creating a corresponding contact in your FreeAgent platform. This reliable process eradicates the need for manual data transfer, boosting efficiency and maximising accuracy. Experience a smoother connection between your ConnectWise Manage and FreeAgent applications, thereby keeping your contact lists consistent and current.
- When this happens...New/Updated Contact
Triggers when a contact is created or updated.
- automatically do this!Create Contact
Triggers when you add a new contact.
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New, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, Updated or Both
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
Try ItCompany NameRequired
IdentifierRequired
TypeRequired
StatusRequired
Site NameRequired
Address 1
Address 2
City
State
Zip Code
Country Name
Phone Number
Website
Market
Source
Number of Employees
Territory
Service Board Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
Try ItFileRequired
Record IDRequired
Record TypeRequired
Title
Private?
Read Only?
Is Avatar?
First NameRequired
Last NameRequired
Title
Email
Default Email
Phone Number
Default Phone
Phone Type
Type
Company
Primary Contact
Relationship
Department
Address 1
Address 2
City
State
Zip Code
Country Name
