Connect FreeAgent and InventoryBase to power AI-driven automation

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Start with a template that brings FreeAgent and InventoryBase together. Build enterprise-grade automation in minutes.

Our most popular template

Create clients in InventoryBase from new contacts in FreeAgent
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FreeAgent + InventoryBase

Create clients in InventoryBase from new contacts in FreeAgent

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FreeAgent + InventoryBase

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

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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 a Clerk" in InventoryBase.

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Zapier seamlessly connects FreeAgent and InventoryBase, 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
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- Project
  Required
Trigger
Polling
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- Organisation Name
- First Name
- Last Name
- Email
- Phone Number
- Address (Line 1)
- Address (Line 2)
- Town
- Region
- Postcode
- Country
Action
Write
Action Report Created
Triggers when a Action Report is created.
Trigger
Instant
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Client Deleted
Triggers when a client is deleted.
Trigger
Instant
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Inspection Cancelled
Triggers when an inspection is cancelled.
Trigger
Instant
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Inspection Completed
Triggers when an inspection is completed.
Trigger
Instant
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Inspection Created
Triggers when an inspection is created.
Trigger
Instant
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Inspection Updated
Triggers when an inspection is updated.
Trigger
Instant
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Property Deleted
Triggers when a property is deleted.
Trigger
Instant
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PDF Generated
Triggers when a PDF is generated.
Trigger
Instant
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Typist Unassigned
Triggers when a typist is unassigned from an inspection.
Trigger
Instant
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- Name
  Required
- Email
  Required
- Role
  Required
Action
Write
- Name
  Required
- Email
  Required
- Company
- Telephone
- Address Line 1
- Address Line 2
- City
- County / State
- Postcode / Zip
- Send login details to new user
Action
Write
- Property ID
  Required
- Inspection Type
  Required
- Conduct Date
  Required
- Clerk ID
- Internal Notes
- Location of Keys
- Template ID
- Time To Complete
- Conduct Date Option
- Reference
- Auto Load Contacts from Property
- Type
  Required
- Name
  Required
- Email
- Phone
- Signee?
- Notify?
- Deliver?
- SMS?
- Other Label
- Reference
- Self Service Name
- Self Service Email
Action
Write
- Inspection ID
  Required
- Notify contacts of cancellation
- Send cancellation invoice
- Remove tenant contacts from the Inspection and related Property
Action
Write
- Inspection ID
  Required
Action
Write
- Inspection ID
  Required
- Clerk ID
  Required
Action
Write
- Inspection ID
  Required
- Internal Notes
  Required
Action
Write
- Property ID
  Required
- Tag
  Required
Action
Write
- Property ID
  Required
- Custom field name
  Required
- Custom field value
  Required
Action
Write
- Address Line 1
  Required
- Address Line 2
- City
  Required
- County / State
- Postcode / Zip
  Required
- Reference
- Number of Bedrooms
- Number of Bathrooms
- Type
- Detachment
- Furnishing
- Number of Garages
- Has Parking
- Has Garden
- Tag
- Client
- Type
  Required
- Name
  Required
- Email
- Phone
- Signee?
- Notify?
- Deliver?
- SMS?
- Other Label
- Reference
Action
Write
- Offer ID
  Required
Action
Write
- Email Address
  Required
Action
Search
- Inspection ID
  Required
Action
Search
- Name
  Required
Action
Search
- Inspection ID
  Required
- Report PDF Type
Action
Search
- Property ID
  Required
Action
Search
- Name
  Required
Action
Search

- Status
Trigger
Polling
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New User
Triggers when a new user is added.
Trigger
Polling
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- Project
  Required
- Name
  Required
- Status
  Required
- Is Billable?
- Billing Rate
- Billing Period
Action
Write
Client Created
Triggers when a client is created.
Trigger
Instant
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Client Updated
Triggers when a client is updated.
Trigger
Instant
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Inspection Closed
Triggers when an inspection is closed.
Trigger
Instant
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Inspection Confirmed
Triggers when an inspection's conduct date is confirmed.
Trigger
Instant
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Inspection Submitted for Review
Triggers when an inspection is submitted for managerial review.
Trigger
Instant
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Property Created
Triggers when a property is created.
Trigger
Instant
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Property Updated
Triggers when a property is updated.
Trigger
Instant
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Typist Assigned
Triggers when a typist is assigned to an inspection.
Trigger
Instant
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Inspection Offered to Workstreams Supplier
Triggers when an inspection in the Workstreams network is offered to a supplier.
Trigger
Instant
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- Name
  Required
- Email
  Required
- Role
  Required
Action
Write
- Name
  Required
- Email
  Required
- Company
- Telephone
- Address Line 1
- Address Line 2
- City
- County / State
- Postcode / Zip
- Send login details to new user
Action
Write
- Inspection ID
  Required
- Message
  Required
- Audience
  Required
Action
Write
- Inspection ID
  Required
- Name
  Required
- Type
  Required
- Email
- Phone
- Reference
- Signee?
Action
Write
- Inspection ID
  Required
Action
Write
- Inspection ID
  Required
- Inspection Date
  Required
Action
Write
- Address Line 1
  Required
- Address Line 2
- City
  Required
- County / State
- Postcode / Zip
  Required
- Reference
- Number of Bedrooms
- Number of Bathrooms
- Type
- Detachment
- Furnishing
- Number of Garages
- Has Parking
- Has Garden
- Tag
- Client
- Type
  Required
- Name
  Required
- Email
- Phone
- Signee?
- Notify?
- Deliver?
- SMS?
- Other Label
- Reference
Action
Write
- Property ID
  Required
- Name
  Required
- Type
  Required
- Email
- Phone
- Reference
- Signee?
Action
Write
- Property ID
  Required
- Tag
  Required
Action
Write
- Name
  Required
- Email
  Required
- Role
  Required
Action
Write
- Inspection ID
  Required
Action
Search
- Name
  Required
Action
Search
- Property ID
  Required
Action
Search
- Inspection ID
  Required
Action
Search
- Address Line 1
  Required
- Address Line 2
- Postcode
Action
Search
- Email Address
  Required
Action
Search

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Connect FreeAgent and InventoryBase 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 InventoryBase 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 InventoryBase

Produce professional property inventories, check ins, check outs, interim inspections, building inspections, risk assessments and more.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect FreeAgent and InventoryBase to power AI-driven automation

Launch your first automated workflow

Create clients in InventoryBase from new contacts in FreeAgent

Create clients in InventoryBase from new contacts in FreeAgent

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

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

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

Connect FreeAgent and InventoryBase to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Make work flow with AI

Connect FreeAgent to InventoryBase on the world's largest no-code automation platform