FreeAgent + Refersion Integration

Connect FreeAgent to Refersion in 1 click

Integrate FreeAgent + Refersion For Free Free forever. Use premium features free for 14 days.

Popular FreeAgent + Refersion Workflows

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Refersion + FreeAgent Integration

Create FreeAgent contact for new Refersion affiliate

When you create a affiliate in Refersion, it's important to also create that contact in FreeAgent. That way, all your communications and transactions related to that customer are in one place.

It also helps keep your contacts synced between the two platforms.
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Create Your Own FreeAgent & Refersion Integration Without Any Code

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FreeAgent + Refersion Integration
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
  • Refersion
    Affiliate is created in Refersion Instant
  • Refersion
    Conversion is created in Refersion Instant
  • Refersion
    Affiliate status is changed in Refersion Instant
  • Refersion
    Affiliate details are changed in Refersion Instant
  • Refersion
    Conversion is approved in Refersion Instant
  • Refersion
    Conversion is denied in Refersion Instant
  • Refersion
    Conversion trigger is created in Refersion Instant
  • Refersion
    Payment is created in Refersion Instant
2.
  • FreeAgent
    Create invoice in FreeAgent
  • FreeAgent
    Create project in FreeAgent
  • FreeAgent
    Create contact in FreeAgent
  • FreeAgent
    Create task in FreeAgent
  • FreeAgent
    Generate cashflow summary for given period in FreeAgent
  • Refersion
    Create affiliate in Refersion
  • Refersion
    Search affiliate in Refersion
  • Refersion
    Get affiliate in Refersion
  • Refersion
    Add conversion cancellation in Refersion
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Integrate FreeAgent & Refersion In 1 Click
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