FreeAgent + SetSmart Integration
Connect FreeAgent to SetSmart in 1 click
Free forever.Use premium features free for 14 days.1.
Contact is created in FreeAgent- Invoice is created in FreeAgent
- Task is created in FreeAgent
- User is created in FreeAgent
AI message is sent in SetSmart Instant- Tag is removed in SetSmart Instant
- Tag is added in SetSmart Instant
- Appointment is booked in SetSmart Instant
- Lead agreed to a call in SetSmart Instant
- Lead is unqualified in SetSmart Instant
- Lead is qualified in SetSmart Instant
2.
- Create project in FreeAgent
- Create invoice in FreeAgent
- Create contact in FreeAgent
- Create task in FreeAgent
- Generate cashflow summary for given period in FreeAgent
- Add tag in SetSmart
- Remove tag in SetSmart
- Turn on AI for contact in SetSmart
- Turn off AI for contact in SetSmart
- Add note in SetSmart
- Set lead to booked in SetSmart
- Cancel scheduled message in SetSmart
- Send template message to exiting contact in SetSmart
- Send message to AI assistant in SetSmart
- Search contact in SetSmart
- Import contact in SetSmart
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Create FreeAgent contact for new WHMCS contact
Create Microsoft Outlook contact for new FreeAgent contact
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Create Clockify client from new FreeAgent contact
Create FreeAgent contact for new WHMCS contact
Create Microsoft Outlook contact for new FreeAgent contact
Create Salesforce opportunity for new FreeAgent invoice
Create Google Calendar event for new FreeAgent order
Create Clockify client from new FreeAgent contact
Create 4Leads contact for new FreeAgent contact
Create Clio contact for new FreeAgent contact
Create Axonaut contact for new FreeAgent contact
Create Bigin by Zoho CRM contact for new FreeAgent contact
Create Dropcontact contact for new FreeAgent contact
Create 4Leads contact for new FreeAgent contact
Create Clio contact for new FreeAgent contact
Create Axonaut contact for new FreeAgent contact
Create Bigin by Zoho CRM contact for new FreeAgent contact
Create Dropcontact contact for new FreeAgent contact
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You Can Also Connect FreeAgent or SetSmart With 1500+ Other Apps
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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!
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SetSmart is an AI appointment setter that automates conversations on Instagram, WhatsApp, and Messenger. It qualifies leads, answers questions, follows up, and books appointments directly in chat.
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