FreeAgent + Instantly Integration

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FreeAgent + Instantly Integration
1.
  • FreeAgent
    Contact is created in FreeAgent

    Triggers the automation when a new contact is created

  • FreeAgent
    Invoice is created in FreeAgent

    Triggers the automation when any invoice is added or modified

  • FreeAgent
    Task is created in FreeAgent

    Triggers the automation when a new task is created

  • FreeAgent
    User is created in FreeAgent

    Triggers the automation when a new user is created

  • Instantly
    Email is bounced in Instantly

    Triggers the automation when an email bounces

    Instant
  • Instantly
    Campaign is completed in Instantly

    Triggers the automation when a campaign is completed

    Instant
  • Instantly
    Reply is received in Instantly

    Triggers the automation when a reply is received

    Instant
  • Instantly
    Email is sent in Instantly

    Triggers the automation when an email is sent

    Instant
2.
  • FreeAgent
    Create project in FreeAgent

    Creates a new project

  • FreeAgent
    Create invoice in FreeAgent

    Generates invoices for sales transactions

  • FreeAgent
    Create contact in FreeAgent

    Adds a new contact to the database

  • FreeAgent
    Create task in FreeAgent

    Creates a new task

  • FreeAgent
    Generate cashflow summary for given period in FreeAgent

    Generates a detailed cash flow summary report for a period

  • Instantly
    Update lead status in Instantly
  • Instantly
    Remove tag from campaign in Instantly
  • Instantly
    Remove tag from contact in Instantly
  • Instantly
    Remove lead from campaign in Instantly

    Automatically removes a lead from a campaign

  • Instantly
    Add lead to campaign in Instantly

    Automatically adds a lead to a campaign

  • Instantly
    Add tag to campaign in Instantly

    Automatically adds a tag to a campaign

  • Instantly
    Add tag to account in Instantly

    Automatically adds a tag to an account

  • Instantly
    Delete tag in Instantly

    Automatically deletes a tag

  • Instantly
    Create tag in Instantly

    Automatically creates a new tag

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