Nutshell + FreeAgent Integration

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Popular Nutshell + FreeAgent Workflows

Create FreeAgent contact from new Nutshell account

If you have created a account in Nutshell, 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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Create FreeAgent contact for new Nutshell person

In order to keep your accounting and customer records in sync, when you create a person in Nutshell, 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 Nutshell and FreeAgent!

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Person is created in Nutshell Instant
Activity is created in Nutshell Instant
Lead is created in Nutshell Instant
Lead is won in Nutshell Instant
Company is created in Nutshell Instant
Contact is created in FreeAgent
Invoice is created in FreeAgent
Task is created in FreeAgent
User is created in FreeAgent

Create person in Nutshell
Search person in Nutshell
Create lead in Nutshell
Update lead in Nutshell
Search lead in Nutshell
Create company in Nutshell
Search account in Nutshell
Get contact by ID in Nutshell
Create invoice in FreeAgent
Create contact in FreeAgent
Create task in FreeAgent
Generate cashflow summary for given period in FreeAgent

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Integrate Nutshell & FreeAgent In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Nutshell & FreeAgent with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Nutshell & FreeAgent With 1100+ Other Apps

Nutshell is an affordable, easy-to-use CRM. Features include lead scoring and prioritization, along with activity streams and notifications to help you stay on top of your opportunities.

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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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