FreeAgent + Projekly Integration

Connect FreeAgent to Projekly 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
  • Projekly
    Lead is created in Projekly
  • Projekly
    Event is created in Projekly
  • Projekly
    Invoice is created in Projekly
  • Projekly
    Task is created in Projekly
  • Projekly
    Project is created in Projekly
  • Projekly
    Client is created in Projekly
  • Projekly
    Product is created in Projekly
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2.

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Ready Workflows Ready Workflows   for FreeAgent + Projekly Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Projekly + FreeAgent Integration

Create FreeAgent contact for new Projekly client

In order to keep your accounting and customer records in sync, when you create a client in Projekly, 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 Projekly and FreeAgent!
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FreeAgent + Projekly Integration

Create Projekly task for new FreeAgent contact

If you're using FreeAgent and Projekly to manage your work, you'll want to make sure that contact-creation task are automatically created in Projekly. That way, you can easily keep track of who owes you what and when they're supposed to pay!
FreeAgent + Projekly Integration

Create Projekly client for new FreeAgent contact

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

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 + Projekly Integration

Create Projekly task for new FreeAgent invoice

If you use FreeAgent to manage your invoice, you can also use Projekly to create and manage task associated with those invoice. Creating a task in Projekly 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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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 Projekly Automations from
Integrately Community

Most popularmost-popular-automations
01
Projekly logo
Google Sheets logo
Create Google Sheets row for new Projekly client
02
Projekly logo
Google Sheets logo
Create Google Sheets row for new Projekly task
03
Google Sheets logo
Projekly logo
Create Projekly client for new Google Sheets row
04
Google Sheets logo
Projekly logo
Create Projekly task for new Google Sheets row
05
Google Sheets logo
Projekly logo
Create Projekly employee for new Google Sheets row
cloud
Projekly
app integration
06
Projekly logo
Audienceful logo
Create Audienceful person for new Projekly client
07
Projekly logo
2Chat logo
Create 2Chat contact for new Projekly client
08
Projekly logo
2Chat logo
Send 2Chat message for new Projekly task
09
Projekly logo
2Chat logo
Send 2Chat message for new Projekly client
10
HappyFox logo
Projekly logo
Create Projekly task for new HappyFox ticket
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
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Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect FreeAgent or Projekly 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!
Projekly
Projekly
Projekly simplifies project management with tools for task tracking, team collaboration, and workflow automation. Streamline your business operations with Projekly’s all-in-one platform.