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Set up your first integration
Quickly connect FreeAgent to ServiceM8 with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate FreeAgent with ServiceM8 - 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 Client" in ServiceM8.
You’re connected!
Zapier seamlessly connects FreeAgent and ServiceM8, 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- Job Category
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- QueueRequired
- Job Category
Try ItTriggerInstant
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Practical ways you can use FreeAgent and ServiceM8
Link FreeAgent contacts with ServiceM8 clients
When a new contact is added in FreeAgent, Zapier automatically creates a corresponding client in ServiceM8. This ensures consistency across tools, reduces data entry errors, and allows business owners to focus on growing their business instead of administrative tasks.
Business Owner
Sync ServiceM8 jobs with FreeAgent tasks
When a new job is created in ServiceM8, Zapier automatically creates a task in FreeAgent to ensure every work assignment is tracked properly in the accounting system. This helps engineering teams reduce administrative effort and maintain visibility into operational workstreams.
Engineering
