Connect FreeAgent and Microsoft Office 365 to unlock the power of automation
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Set up your first integration
Quickly connect FreeAgent to Microsoft Office 365 with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate FreeAgent with Microsoft Office 365 - 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 "Create Event" in Microsoft Office 365.
You’re connected!
Zapier seamlessly connects FreeAgent and Microsoft Office 365, 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- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling
- Status
Try ItTriggerPolling- New User
Triggers when a new user is added.
Try ItTriggerPolling - ProjectRequired
- NameRequired
- StatusRequired
- Is Billable?
- Billing Rate
- Billing Period
ActionWrite- Parent FolderRequired
- Child Folder
Try ItTriggerPolling
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Connect FreeAgent and Microsoft Office 365 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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Learn how to automate Microsoft Office 365 on the Zapier blog
Frequently Asked Questions about FreeAgent + Microsoft Office 365 integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with FreeAgent and Microsoft Office 365
How can I integrate FreeAgent with Microsoft Office 365?
Integrating FreeAgent with Microsoft Office 365 is achievable using various automation platforms like Zapier, which allow you to connect and automate actions between the two applications. You'll set up automated workflows, known as 'zaps,' that can be triggered by specific events in one app to perform actions in the other.
What triggers are available for FreeAgent when integrating with Office 365?
When integrating FreeAgent with Office 365, triggers such as 'New Expense' or 'New Invoice' created in FreeAgent are available. These triggers can initiate automated workflows where specific actions are performed in Office 365, like sending an email or creating a calendar event.
What types of actions can be automatically executed in Microsoft Office 365 from FreeAgent triggers?
You can automate actions such as sending emails through Outlook when a new invoice is created in FreeAgent, or adding an event in your Office 365 calendar when a bill's payment date approaches.
Are there specific requirements needed to connect FreeAgent and Microsoft Office 365?
To connect FreeAgent and Microsoft Office 365, you'll need active accounts for both services. Additionally, using an integration tool like Zapier typically requires setting up permissions to allow data sharing between the two platforms securely.
Can I automate task creation in Office 365 from new client additions in FreeAgent?
Yes, you can set up an automation that creates a new task in Office 365 whenever a new client is added to your FreeAgent account. This helps streamline task management and ensures all client-related tasks are captured promptly.
Is it possible to sync contact information between FreeAgent and Office 365?
Yes, syncing contacts between FreeAgent and Microsoft Office 365 is possible by setting up an automation that updates contact details across both platforms whenever there's a change or new addition.
How do automated email notifications work when integrating these systems?
Automated email notifications can be configured so that certain events in your FreeAgent account—like overdue invoices—trigger customized emails via Outlook on your connected Office 365 account. This keeps you informed without manual intervention.
