FreeAgent + ServeManager Integration

Connect FreeAgent to ServeManager in 1 click

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

Popular FreeAgent + ServeManager Workflows

Create ServeManager 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 ServeManager whenever an invoice is created.

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

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Create FreeAgent contact from new ServeManager company

If you have created a company in ServeManager, 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 Your Own FreeAgent & ServeManager Integration Without Any Code

Create Custom Workflow

Contact is created in FreeAgent
Invoice is created in FreeAgent
Task is created in FreeAgent
User is created in FreeAgent
Job is created in ServeManager
Attempt is logged in ServeManager
Affidavit is created in ServeManager
Company is created in ServeManager
Invoice is issued in ServeManager

Create invoice in FreeAgent
Create project in FreeAgent
Create contact in FreeAgent
Create task in FreeAgent
Generate cashflow summary for given period in FreeAgent
Create job in ServeManager
Create court case in ServeManager
Search court case in ServeManager
Search job in ServeManager
Create company in ServeManager
Search company in ServeManager
Create note in ServeManager

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Integrate FreeAgent & ServeManager In 1 Click
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You Can Also Connect FreeAgent or ServeManager 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

ServeManager streamlines the process of serving legal documents and tracking their delivery. It provides a fully-integrated suite of tools for managing all aspects of the service of process. It's simple, easy to use and makes your job easier.

See ServeManager Integrations