Pike13 + FreeAgent Integration

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FreeAgent + Pike13 Integration

Create Pike13 person for new FreeAgent contact

If you are using FreeAgent, then you may want to also use Pike13 to manage your customer relationships. With the help of this automation, whenever you create a contact in FreeAgent, a corresponding person will be created in Pike13.

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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Pike13 + FreeAgent Integration

Create FreeAgent contact for new Pike13 person

In order to keep your accounting and customer records in sync, when you create a person in Pike13, 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 Pike13 and FreeAgent!
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Pike13 + FreeAgent Integration
1.
  • Pike13
    Person is created in Pike13 Instant
  • Pike13
    Person is updated in Pike13 Instant
  • Pike13
    Transaction is created in Pike13 Instant
  • Pike13
    Transaction is updated in Pike13 Instant
  • Pike13
    Event occurrence is upcoming in Pike13 Instant
  • Pike13
    Invoice is created in Pike13 Instant
  • Pike13
    Invoice is updated in Pike13 Instant
  • FreeAgent
    Contact is created in FreeAgent
  • FreeAgent
    Invoice is created in FreeAgent
  • FreeAgent
    Task is created in FreeAgent
  • FreeAgent
    User is created in FreeAgent
2.
  • Pike13
    Create person in Pike13
  • Pike13
    Update person in Pike13
  • Pike13
    Search person in Pike13
  • Pike13
    Add a note to event occurrence in Pike13
  • Pike13
    Add a note to person in Pike13
  • FreeAgent
    Create invoice in FreeAgent
  • FreeAgent
    Create contact in FreeAgent
  • FreeAgent
    Create task in FreeAgent
  • FreeAgent
    Generate cashflow summary for given period in FreeAgent
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