Convert Box + FreeAgent Integration

Connect Convert Box to FreeAgent - Automate your workflows in 1-click

Set up Convert Box automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Set up FreeAgent automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. And automate all the repetitive tasks between Convert Box & FreeAgent using Integrately.

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For Convert Box + FreeAgent Integration

Just click on the workflow you want to automate

Create FreeAgent contact for new Convert Box visitor

Convert Box + FreeAgent Integration

Activate

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Create Your Own Convert Box & FreeAgent Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Visitor is added in Convert Box
Triggers the automation when a new visitor is added
Instant
Contact is created in FreeAgent
Triggers the automation when a new contact is created
Invoice is created in FreeAgent
Triggers the automation when any invoice is added or modified
Task is created in FreeAgent
Triggers the automation when a new task is created
User is created in FreeAgent
Triggers the automation when a new user is created

Create invoice in FreeAgent
Generates invoices for sales transactions
Create project in FreeAgent
Creates a new project
Create contact in FreeAgent
Adds a new contact to the database
Create task in FreeAgent
Creates a new task
Generate cashflow summary for given period in FreeAgent
Generates a detailed cash flow summary report for a period

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Convert Box & FreeAgent In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Convert Box or FreeAgent With 1200+ Other Apps

Convert Box gives you the flexibility to easily create and launch any style of on-site message from slide-in notifications to a full page takeovers, all in just a few clicks.

See Convert Box 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