FreeAgent + Moxie Integration

Connect FreeAgent to Moxie in 1 click

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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
  • Moxie
    Project is updated in Moxie Instant
  • Moxie
    Invoice is sent in Moxie Instant
  • Moxie
    Payment is recieved in Moxie Instant
  • Moxie
    Form is completed in Moxie Instant
  • Moxie
    Agreement is sent in Moxie Instant
  • Moxie
    Agreement is viewed in Moxie Instant
  • Moxie
    Agreement is signed in Moxie Instant
  • Moxie
    Meeting is scheduled in Moxie Instant
  • Moxie
    Meeting is updated in Moxie Instant
  • Moxie
    Meeting is cancelled in Moxie Instant
  • Moxie
    Opportunity is created in Moxie Instant
  • Moxie
    Opportunity is updated in Moxie Instant
  • Moxie
    Opportunity is deleted in Moxie Instant
  • Moxie
    Project is created in Moxie Instant
  • Moxie
    Client is deleted in Moxie Instant
  • Moxie
    Project is completed in Moxie Instant
  • Moxie
    Task is created in Moxie Instant
  • Moxie
    Task is updated in Moxie Instant
  • Moxie
    Task needs approval in Moxie Instant
  • Moxie
    Task is deleted in Moxie Instant
  • Moxie
    Time entry is created in Moxie Instant
  • Moxie
    Time entry is updated in Moxie Instant
  • Moxie
    Time entry is deleted in Moxie Instant
  • Moxie
    Ticket is created in Moxie Instant
  • Moxie
    Ticket is updated in Moxie Instant
  • Moxie
    Ticket is closed in Moxie Instant
  • Moxie
    Ticket is deleted in Moxie Instant
  • Moxie
    Comment is added on ticket in Moxie Instant
  • Moxie
    Client is updated in Moxie Instant
  • Moxie
    Client is created in Moxie Instant
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2.

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Ready Workflows Ready Workflows   for FreeAgent + Moxie Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Moxie + FreeAgent Integration

Create FreeAgent contact for new Moxie contact

In order to keep your accounting and customer records in sync, when you create a contact in Moxie, 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 Moxie and FreeAgent!
See more
FreeAgent + Moxie Integration

Create Moxie contact for new FreeAgent contact

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

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 + Moxie Integration

Create Moxie task for new FreeAgent invoice

If you use FreeAgent to manage your invoice, you can also use Moxie to create and manage task associated with those invoice. Creating a task in Moxie 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 + Moxie Integration

Create Moxie 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 Moxie 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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Automations

Top 10 Most Popular FreeAgent Automations from
Integrately Community

Just click on the workflow you want to automate

WHMCS logo
FreeAgent logo
Create FreeAgent contact for new WHMCS contact
Activate
FreeAgent logo
Microsoft Outlook logo
Create Microsoft Outlook contact for new FreeAgent contact
Activate
FreeAgent logo
Salesforce logo
Create Salesforce opportunity for new FreeAgent invoice
Activate
FreeAgent logo
Google Calendar logo
Create Google Calendar event for new FreeAgent order
Activate
Stripe logo
FreeAgent logo
Create FreeAgent contact from new Stripe charge
Activate
WHMCS logo
FreeAgent logo
Create FreeAgent contact for new WHMCS contact
Activate
FreeAgent logo
Microsoft Outlook logo
Create Microsoft Outlook contact for new FreeAgent contact
Activate
FreeAgent logo
Salesforce logo
Create Salesforce opportunity for new FreeAgent invoice
Activate
FreeAgent logo
Google Calendar logo
Create Google Calendar event for new FreeAgent order
Activate
Stripe logo
FreeAgent logo
Create FreeAgent contact from new Stripe charge
Activate
FreeAgent logo
4Leads logo
Create 4Leads contact for new FreeAgent contact
FreeAgent logo
Clio logo
Create Clio contact for new FreeAgent contact
FreeAgent logo
Axonaut logo
Create Axonaut contact for new FreeAgent contact
FreeAgent logo
Bigin by Zoho CRM logo
Create Bigin by Zoho CRM contact for new FreeAgent contact
Activate
FreeAgent logo
Dropcontact logo
Create Dropcontact contact for new FreeAgent contact
FreeAgent logo
4Leads logo
Create 4Leads contact for new FreeAgent contact
FreeAgent logo
Clio logo
Create Clio contact for new FreeAgent contact
FreeAgent logo
Axonaut logo
Create Axonaut contact for new FreeAgent contact
FreeAgent logo
Bigin by Zoho CRM logo
Create Bigin by Zoho CRM contact for new FreeAgent contact
Activate
FreeAgent logo
Dropcontact logo
Create Dropcontact contact for new FreeAgent contact

Top 10 Most Popular Moxie Automations from
Integrately Community

Most popularmost-popular-automations
01
Moxie logo
Google Sheets logo
Create Google Sheets row for new Moxie contact
02
Moxie logo
Google Sheets logo
Create Google Sheets row for new Moxie deal
03
Google Sheets logo
Moxie logo
Create Moxie contact for new Google Sheets row
04
Moxie logo
HubSpot logo
Create HubSpot contact for new Moxie contact
05
Moxie logo
HubSpot logo
Create HubSpot deal from new Moxie contact
cloud
Moxie
app integration
06
Moxie logo
Upnify logo
Create Upnify client for new Moxie contact
07
Upnify logo
Moxie logo
Create Moxie contact for new Upnify client
08
Upnify logo
Moxie logo
Create Moxie deal from new Upnify client
09
Upnify logo
Moxie logo
Create Moxie deal for new Upnify opportunity
10
Upnify logo
Moxie logo
Create Moxie task for new Upnify client
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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750 Tasks
in $19.99
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2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect FreeAgent or Moxie With 1400+ Other Apps

FreeAgent
FreeAgent
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!
Moxie
Moxie
Moxie streamlines your freelancing workflow, offering tools for invoicing, project management, and client collaboration. Elevate your freelance business with Moxie's all-in-one platform.