bexio + FreeAgent Integration

Connect bexio to FreeAgent in 1 click

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Popular bexio + FreeAgent Workflows

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FreeAgent + bexio Integration

Create bexio contact for new FreeAgent contact

If you are using FreeAgent, then you may want to also use bexio 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 bexio.

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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FreeAgent + bexio Integration

Create bexio 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 bexio whenever an invoice is created.

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

Create FreeAgent contact from new bexio company

If you have created a company in bexio, it's important to create a contact in FreeAgent. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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bexio + FreeAgent Integration

Create FreeAgent contact for new bexio contact

In order to keep your accounting and customer records in sync, when you create a contact in bexio, 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 bexio and FreeAgent!
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bexio + FreeAgent Integration
1.
  • bexio
    Order is created/updated in bexio
  • bexio
    Person is created or updated in bexio
  • bexio
    Invoice is created in bexio
  • bexio
    Order is created in bexio
  • bexio
    Quote is created in bexio
  • bexio
    Product is created in bexio
  • bexio
    Project is created in bexio
  • bexio
    Company is created or updated in bexio
  • FreeAgent
    Contact is created in FreeAgent
  • FreeAgent
    Invoice is created in FreeAgent
  • FreeAgent
    Task is created in FreeAgent
  • FreeAgent
    User is created in FreeAgent
2.
  • bexio
    Create time tracking in bexio
  • bexio
    Create invoice in bexio
  • bexio
    Send invoice in bexio
  • bexio
    Search invoice in bexio
  • bexio
    Issue invoice in bexio
  • bexio
    Create person in bexio
  • bexio
    Search person in bexio
  • bexio
    Update person in bexio
  • bexio
    Create project in bexio
  • bexio
    Search project in bexio
  • bexio
    Get project by ID in bexio
  • bexio
    Update project in bexio
  • bexio
    Create company in bexio
  • bexio
    Search company in bexio
  • bexio
    Update company in bexio
  • bexio
    Update product in bexio
  • bexio
    Create product in bexio
  • bexio
    Search product in bexio
  • bexio
    Export invoice to PDF in bexio
  • bexio
    Create sales quote in bexio
  • bexio
    Create sales order in bexio
  • FreeAgent
    Create invoice in FreeAgent
  • FreeAgent
    Create project in FreeAgent
  • FreeAgent
    Create contact in FreeAgent
  • FreeAgent
    Create task in FreeAgent
  • FreeAgent
    Generate cashflow summary for given period in FreeAgent
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