FreeAgent + Sellsy Integration

Connect FreeAgent to Sellsy - Automate your workflows in 1-click

Set up FreeAgent automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Make use of Sellsy automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s FreeAgent + Sellsy integration.

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Ready Workflows For FreeAgent + Sellsy Integration

Just click on the workflow you want to automate

Create Sellsy contact for new FreeAgent contact

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

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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Create Sellsy deal for new FreeAgent invoice

FreeAgent + Sellsy Integration

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Create Sellsy company from new FreeAgent invoice

If you're a small business owner who uses FreeAgent to manage your finances, you may be wondering if there's a way to automatically create a company profile in Sellsy whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Sellsy and FreeAgent!

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Create Sellsy task for new FreeAgent invoice

If you use FreeAgent to manage your invoice, you can also use Sellsy to create and manage task associated with those invoice. Creating a task in Sellsy 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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Create Sellsy task for new FreeAgent contact

With the growth of FreeAgent, many companies are looking for ways to connect their FreeAgent account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Sellsy every time a contact is created in FreeAgent.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.

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Create FreeAgent contact from new Sellsy company

If you have created a company in Sellsy, 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 Sellsy contact

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

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Create Your Own FreeAgent & Sellsy 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 when a new contact is created
Invoice is created in FreeAgent
Triggers the automation when any invoice is added or modified
Task is created in FreeAgent
Triggers the automation when a new task is created
User is created in FreeAgent
Triggers the automation when a new user is created
Contact is created in Sellsy
Triggers the automation when a new contact is created
Instant
Contact is updated in Sellsy
Triggers the automation when a contact is updated
Instant
Opportunity is created in Sellsy
Triggers the automation when any opportunity is updated
Instant
Opportunity status is changed in Sellsy
Triggers the automation when the status of any opportunity changes
Instant
Task is updated in Sellsy
Triggers the automation when any task is updated
Instant
Task is deleted in Sellsy
Triggers the automation when a task is deleted
Instant
Task is created in Sellsy
Triggers the automation when a new task is created
Instant
Company is created in Sellsy
Triggers the automation when a new company is created
Instant
Company is updated in Sellsy
Triggers the automation when a company is updated
Instant

Create project in FreeAgent
Creates a new project
Create invoice in FreeAgent
Generates invoices for sales transactions
Create contact in FreeAgent
Adds a new contact to the database
Create task in FreeAgent
Creates a new task
Generate cashflow summary for given period in FreeAgent
Generates a detailed cash flow summary report for a period
Create a company in Sellsy
Creates a new company record
Update company in Sellsy
Updates company information
Search company by name in Sellsy
Searches for a company using its name
Create a contact in Sellsy
Adds a new contact to the contact list
Search contact by email in Sellsy
Finds and retrieves contact information using their email address
Update contact in Sellsy
Updates contact information
Create an opportunity in Sellsy
Creates a new sales opportunity
Create a task in Sellsy
Creates a new task

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Integrate FreeAgent & Sellsy In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect FreeAgent or Sellsy 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