FreeAgent + ServeManager Integration

Connect FreeAgent to ServeManager in 1 click

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FreeAgent + ServeManager Integration

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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ServeManager + FreeAgent Integration

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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FreeAgent + ServeManager 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
  • ServeManager
    New job is created in ServeManager
  • ServeManager
    New attempt is created in ServeManager
  • ServeManager
    New affidavit is created in ServeManager
  • ServeManager
    New company is created in ServeManager
  • ServeManager
    Invoice issued in ServeManager
2.
  • FreeAgent
    Create invoice in FreeAgent
  • FreeAgent
    Create contact in FreeAgent
  • FreeAgent
    Create task in FreeAgent
  • FreeAgent
    Generate cashflow summary for given period in FreeAgent
  • ServeManager
    Create job in ServeManager
  • ServeManager
    Create court case in ServeManager
  • ServeManager
    Search court case in ServeManager
  • ServeManager
    Search job in ServeManager
  • ServeManager
    Create company in ServeManager
  • ServeManager
    Search company in ServeManager
  • ServeManager
    Create note in ServeManager
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