Cloze + FreeAgent Integration

Connect Cloze to FreeAgent in 1 click

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Popular Cloze + FreeAgent Workflows

Create Cloze person for new FreeAgent contact

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

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 Cloze 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 Cloze whenever an invoice is created.

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

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Create Your Own Cloze & FreeAgent Integration Without Any Code

Create Custom Workflow

Person is updated in Cloze Instant
Project is updated in Cloze Instant
Company is updated in Cloze Instant
Contact is created in FreeAgent
Invoice is created in FreeAgent
Task is created in FreeAgent
User is created in FreeAgent

Create person in Cloze
Update person in Cloze
Create note in Cloze
Create communication in Cloze
Create to do in Cloze
Update company in Cloze
Create company in Cloze
Create timeline event in Cloze
Create project in Cloze
Update project in Cloze
Create project in FreeAgent
Create invoice in FreeAgent
Create contact in FreeAgent
Create task in FreeAgent
Generate cashflow summary for given period in FreeAgent

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Integrate Cloze & FreeAgent In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect Cloze or FreeAgent With 1200+ Other Apps

Cloze is a relationship management app that helps you keep track of everything about your professional connections. From first meetings, to follow-ups, to sharing photos and stories - Cloze lets you organize it all in one place.

See Cloze Integrations

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