FreeAgent + awork Integration

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FreeAgent + awork Integration

Create awork task for new FreeAgent contact

If you're using FreeAgent and awork to manage your work, you'll want to make sure that contact-creation task are automatically created in awork. That way, you can easily keep track of who owes you what and when they're supposed to pay!
FreeAgent + awork Integration

Create awork company from new FreeAgent invoice

If you're a small business owner who uses FreeAgent to manage your finances, you may be wondering if there's a way to automatically create a company profile in awork whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with awork and FreeAgent!
FreeAgent + awork Integration

Create awork task for new FreeAgent invoice

If you use FreeAgent to manage your invoice, you can also use awork to create and manage task associated with those invoice. Creating a task in awork will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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awork + FreeAgent Integration

Create FreeAgent contact for new awork client

In order to keep your accounting and customer records in sync, when you create a client in awork, 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 awork and FreeAgent!
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FreeAgent + awork Integration
1.
  • FreeAgent
    Contact is created in FreeAgent
  • FreeAgent
    Invoice is created in FreeAgent
  • FreeAgent
    Task is created in FreeAgent
  • FreeAgent
    User is created in FreeAgent
  • awork
    Client is added in awork Instant
  • awork
    Project task is added in awork Instant
  • awork
    Task status is changed in awork Instant
  • awork
    Project is added in awork Instant
  • awork
    Project member is added in awork Instant
2.
  • FreeAgent
    Create invoice in FreeAgent
  • FreeAgent
    Create contact in FreeAgent
  • FreeAgent
    Create task in FreeAgent
  • FreeAgent
    Generate cashflow summary for given period in FreeAgent
  • awork
    Create task in awork
  • awork
    Add Contact Information in awork
  • awork
    Creates a new company. in awork
  • awork
    Create Project in awork
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