Microsoft Office 365 + FreeAgent Integration

Connect Microsoft Office 365 to FreeAgent - Automate your workflows in 1-click

Microsoft Office 365 automations help you send reminders or follow-ups to team members, improve communication workflows, and enhance customer experiences. 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 Microsoft Office 365 & FreeAgent using Integrately.
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FreeAgent + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new FreeAgent contact

If you are using FreeAgent, then you may want to also use Microsoft Office 365 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 Microsoft Office 365.

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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Microsoft Office 365 + FreeAgent Integration

Create FreeAgent contact for new Microsoft Office 365 contact

In order to keep your accounting and customer records in sync, when you create a contact in Microsoft Office 365, 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 Microsoft Office 365 and FreeAgent!
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Create Your Own Microsoft Office 365 & FreeAgent Integration Without Any Code

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2. Select what action you want to automate
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Microsoft Office 365 + FreeAgent Integration
1.
  • Microsoft Office 365
    Email is created in Microsoft Office 365

    Triggers the automation whenever a new email is created

  • Microsoft Office 365
    Calendar event is created in Microsoft Office 365

    Triggers the automation whenever a new event is created in a calendar

  • Microsoft Office 365
    Calendar event is started in Microsoft Office 365

    Triggers the automation whenever a new event is created in a calendar

  • Microsoft Office 365
    Calendar event is updated in Microsoft Office 365

    Triggers the automation whenever a calendar event is updated

  • Microsoft Office 365
    Contact is created in Microsoft Office 365

    Triggers the automation whenever a new contact is created

  • Microsoft Office 365
    Contact is updated in Microsoft Office 365

    Triggers the automation whenever a contact is updated

  • FreeAgent
    Contact is created in FreeAgent

    Triggers the automation whenever a new contact is created

  • FreeAgent
    Invoice is created in FreeAgent

    Triggers the automation whenever any invoice is added or modified

  • FreeAgent
    Task is created in FreeAgent

    Triggers the automation whenever a new task is created

  • FreeAgent
    User is created in FreeAgent

    Triggers the automation whenever a new user is created

2.
  • Microsoft Office 365
    Send email in Microsoft Office 365

    Automatically sends an email to a recipient

  • Microsoft Office 365
    Create draft email in Microsoft Office 365

    Automatically adds a new contact to the contact list

  • Microsoft Office 365
    Create event in Microsoft Office 365

    Automatically adds a new contact to the contact list

  • Microsoft Office 365
    Create contact in Microsoft Office 365

    Automatically adds a new contact to the database

  • Microsoft Office 365
    Update contact in Microsoft Office 365

    Automatically updates contact information with new details

  • Microsoft Office 365
    Search contact in Microsoft Office 365

    Automatically finds and retrieves contact information

  • FreeAgent
    Create project in FreeAgent

    Automatically creates a new project

  • FreeAgent
    Create invoice in FreeAgent

    Automatically generates invoices for sales transactions

  • FreeAgent
    Create contact in FreeAgent

    Automatically adds a new contact to the database

  • FreeAgent
    Create task in FreeAgent

    Automatically creates a new task

  • FreeAgent
    Generate cashflow summary for given period in FreeAgent

    Automatically generates a detailed cash flow summary report for a period

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Integrate Microsoft Office 365 & FreeAgent 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!

Want to automate something else in your workflow?

You Can Also Connect Microsoft Office 365 or FreeAgent With 1200+ Other Apps

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Microsoft Office 365 Business helps you connect to your team, clients and customers in more places - from any device. All of your content is always up-to-date and available wherever you are!

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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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