FreeAgent + JobNimbus Integration

Connect FreeAgent to JobNimbus in 1 click

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Popular FreeAgent + JobNimbus Workflows

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FreeAgent + JobNimbus Integration

Create JobNimbus contact for new FreeAgent contact

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

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 + JobNimbus Integration

Create JobNimbus task for new FreeAgent invoice

If you use FreeAgent to manage your invoice, you can also use JobNimbus to create and manage task associated with those invoice. Creating a task in JobNimbus will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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FreeAgent + JobNimbus Integration

Create JobNimbus task for new FreeAgent contact

With the growth of FreeAgent, many companies are looking for ways to connect their FreeAgent account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in JobNimbus every time a contact is created in FreeAgent.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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JobNimbus + FreeAgent Integration

Create FreeAgent contact for new JobNimbus contact

In order to keep your accounting and customer records in sync, when you create a contact in JobNimbus, 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 JobNimbus and FreeAgent!
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FreeAgent + JobNimbus 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
  • JobNimbus
    Contact is created in JobNimbus Instant
  • JobNimbus
    Contact is updated in JobNimbus Instant
  • JobNimbus
    Contact is deleted in JobNimbus Instant
  • JobNimbus
    Work order is created in JobNimbus Instant
  • JobNimbus
    Work order is updated in JobNimbus Instant
  • JobNimbus
    Work order is deleted in JobNimbus Instant
  • JobNimbus
    Material order is created in JobNimbus Instant
  • JobNimbus
    Material order is updated in JobNimbus Instant
  • JobNimbus
    Material order is deleted in JobNimbus Instant
  • JobNimbus
    Task is created in JobNimbus Instant
  • JobNimbus
    Task is updated in JobNimbus Instant
  • JobNimbus
    Task is deleted in JobNimbus Instant
  • JobNimbus
    Job is created in JobNimbus Instant
  • JobNimbus
    Job is updated in JobNimbus Instant
  • JobNimbus
    Job is deleted in JobNimbus Instant
  • JobNimbus
    Invoice is created in JobNimbus Instant
  • JobNimbus
    Invoice is updated in JobNimbus Instant
  • JobNimbus
    Invoice is deleted in JobNimbus Instant
  • JobNimbus
    Estimate is created in JobNimbus Instant
  • JobNimbus
    Estimate is updated in JobNimbus Instant
  • JobNimbus
    Estimate is deleted in JobNimbus Instant
  • JobNimbus
    Activity is created in JobNimbus Instant
  • JobNimbus
    Activity is updated in JobNimbus Instant
  • JobNimbus
    Activity is deleted in JobNimbus Instant
2.
  • 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
  • JobNimbus
    Create contact in JobNimbus
  • JobNimbus
    Get contact by id in JobNimbus
  • JobNimbus
    Create job in JobNimbus
  • JobNimbus
    Create task in JobNimbus
  • JobNimbus
    Create Attachment in JobNimbus
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Integrate FreeAgent & JobNimbus In 1 Click
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Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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

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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!

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JobNimbus is an all-in-one software solution for roofing contractors, offering tools for marketing, sales, production, communication, and invoicing. Enhance your workflow with smart estimating, digital signatures, automated texting, and more.

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