FreeAgent + Apptivo Integration

Connect FreeAgent to Apptivo - Automate your workflows in 1-click

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Ready workflows for FreeAgent + Apptivo Integration

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Create Apptivo contact for new FreeAgent contact

If you are using FreeAgent, then you may want to also use Apptivo to manage your customer relationships. With the help of this automation, whenever you create a contact in FreeAgent, a corresponding contact will be created in Apptivo.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

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Create FreeAgent contact for new Apptivo contact

In order to keep your accounting and customer records in sync, when you create a contact in Apptivo, this automation will automatically create a contact in FreeAgent.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Apptivo and FreeAgent!

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Create Your Own FreeAgent & Apptivo Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between FreeAgent & Apptivo

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Contact is created in FreeAgent
Invoice is created in FreeAgent
Task is created in FreeAgent
User is created in FreeAgent
Case is created in Apptivo Instant
Case is updated in Apptivo Instant
Case is deleted in Apptivo Instant
Contact is created in Apptivo Instant
Contact is updated in Apptivo Instant
Opportunity is created in Apptivo Instant
Opportunity is updated in Apptivo Instant
Opportunity is deleted in Apptivo Instant
Customer is created in Apptivo Instant
Customer is updated in Apptivo Instant
Customer is deleted in Apptivo Instant
Contact is deleted in Apptivo Instant
Project is created in Apptivo Instant
Project is updated in Apptivo Instant
Project is deleted in Apptivo Instant
Lead is created in Apptivo Instant
Lead is updated in Apptivo Instant
Lead is deleted in Apptivo Instant

Create invoice in FreeAgent
Create contact in FreeAgent
Create task in FreeAgent
Generate cashflow summary for given period in FreeAgent
Create contact in Apptivo
Search contact in Apptivo
Create lead in Apptivo
Search lead by email in Apptivo
Create customer in Apptivo
Create opportunity in Apptivo
Search customer by customer number in Apptivo
Search opportunity by name in Apptivo
Search case by Email in Apptivo

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Integrate FreeAgent & Apptivo In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate FreeAgent & Apptivo with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect FreeAgent or Apptivo With 1100+ Other Apps

FreeAgent is a cloud-based accounting software that helps you manage your invoicing, payments, and expenses in one place. It takes care of your entire business accounting needs so you can focus on the work that matters most to you!

See FreeAgent Integrations

Apptivo is a comprehensive cloud suite for businesses, offering integrated CRM, project management, invoicing, and more. It helps you streamline operations, connect with your favorite services, and enjoy superior support.

See Apptivo Integrations