FreeAgent + Deputy Integration

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FreeAgent + Deputy Integration

Create Deputy contact for new FreeAgent contact

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

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 + Deputy Integration

Create Deputy location 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 location profile in Deputy whenever an invoice is created.

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

Create FreeAgent contact from new Deputy location

If you have created a location in Deputy, 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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Deputy + FreeAgent Integration

Create FreeAgent contact for new Deputy contact

In order to keep your accounting and customer records in sync, when you create a contact in Deputy, 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 Deputy and FreeAgent!
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FreeAgent + Deputy 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
  • Deputy
    Notification is created in Deputy
  • Deputy
    Location is created in Deputy
  • Deputy
    Post is created in Deputy
  • Deputy
    Area/department is created in Deputy
  • Deputy
    People is created in Deputy
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
  • Deputy
    Create people in Deputy
  • Deputy
    Create my unavailability in Deputy
  • Deputy
    Create area/department in Deputy
  • Deputy
    Create sales data in Deputy
  • Deputy
    Create location in Deputy
  • Deputy
    Create post in Deputy
  • Deputy
    Create start shift in Deputy
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Integrate FreeAgent & Deputy In 1 Click
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