FreeAgent + Moskit Integration

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FreeAgent + Moskit Integration

Create Moskit contact for new FreeAgent contact

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

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 + Moskit Integration

Create Moskit company 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 company profile in Moskit whenever an invoice is created.

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

Create FreeAgent contact from new Moskit company

If you have created a company in Moskit, 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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Moskit + FreeAgent Integration

Create FreeAgent contact for new Moskit contact

In order to keep your accounting and customer records in sync, when you create a contact in Moskit, 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 Moskit and FreeAgent!
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FreeAgent + Moskit 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
  • Moskit
    Contact is created in Moskit
  • Moskit
    Company is created in Moskit
  • Moskit
    Deal is created in Moskit
  • Moskit
    Product is created in Moskit
  • Moskit
    Project is created in Moskit
  • Moskit
    Activity is created in Moskit
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
  • Moskit
    Create contact in Moskit
  • Moskit
    Update contact in Moskit
  • Moskit
    Search contact in Moskit
  • Moskit
    Create company in Moskit
  • Moskit
    Search company in Moskit
  • Moskit
    Update company in Moskit
  • Moskit
    Create deal in Moskit
  • Moskit
    Search deal in Moskit
  • Moskit
    Update deal in Moskit
  • Moskit
    Search user in Moskit
  • Moskit
    Search product in Moskit
  • Moskit
    Create product in Moskit
  • Moskit
    Update product in Moskit
  • Moskit
    Create project in Moskit
  • Moskit
    Search project in Moskit
  • Moskit
    Update project in Moskit
  • Moskit
    Create activity in Moskit
  • Moskit
    Search activity in Moskit
  • Moskit
    Update activity in Moskit
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