FreeAgent + Pipefy Integration

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Create Your Own FreeAgent & Pipefy Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in FreeAgent
Triggers the automation whenever a new contact is created
Invoice is created in FreeAgent
Triggers the automation whenever any invoice is added or modified
Task is created in FreeAgent
Triggers the automation whenever a new task is created
User is created in FreeAgent
Triggers the automation whenever a new user is created
Card is created in Pipefy
Triggers the automation whenever a card is archived
Instant
Card is moved in Pipefy
Triggers the automation whenever a card is moved in the workflow
Instant
Card field is updated in Pipefy
Triggers the automation whenever a card field is updated
Instant
Card is completed in Pipefy
Triggers the automation whenever a card is marked as completed
Instant
Card gets late in Pipefy
Triggers the automation whenever a card gets late
Instant
Card is expired in Pipefy
Triggers the automation whenever a card expires
Instant
Card becomes overdue in Pipefy
Triggers the automation whenever a card is past its due date
Instant

Create project in FreeAgent
Automatically creates a new project
Create invoice in FreeAgent
Automatically generates invoices for sales transactions
Create contact in FreeAgent
Automatically adds a new contact to the database
Create task in FreeAgent
Automatically creates a new task
Generate cashflow summary for given period in FreeAgent
Automatically generates a detailed cash flow summary report for a period
Update card field in Pipefy
Automatically updates fields on a card with new information
Create card in Pipefy
Automatically generates a new card for a task
Search card in Pipefy
Automatically searches for a card

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Integrate FreeAgent & Pipefy In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect FreeAgent or Pipefy With 1200+ Other Apps

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!

See FreeAgent Integrations

Pipefy allows businesses to run their workflows, processes and operations in one place. Get an overview of all your business's workflows from a single dashboard and have everything connected in real-time.

See Pipefy Integrations