FreeAgent + simPRO Integration

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

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Ready workflows for FreeAgent + simPRO Integration

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Create simPRO individual customer for new FreeAgent contact

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

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 FreeAgent contact for new simPRO individual customer

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

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Create Your Own FreeAgent & simPRO Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between FreeAgent & simPRO

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Contact is created in FreeAgent
Invoice is created in FreeAgent
Task is created in FreeAgent
User is created in FreeAgent
Job is created in simPRO Instant
Company customer created in simPRO Instant
Job is updated in simPRO Instant
Company customer updated in simPRO Instant
Site is created in simPRO Instant
Site is updated in simPRO Instant
Individual customer created in simPRO Instant
Individual customer updated in simPRO Instant
Quote is created in simPRO Instant
Quote is updated in simPRO Instant

Create invoice in FreeAgent
Create contact in FreeAgent
Create task in FreeAgent
Generate cashflow summary for given period in FreeAgent
Create individual customer in simPRO
Search individual customer in simPRO
Search company customer in simPRO
Create contact in simPRO
Create company customer in simPRO
Create service job in simPRO
Search job in simPRO
Create site in simPRO
Search contact in simPRO
Search site in simPRO
Create service quote in simPRO
Search quote in simPRO
Create activity schedule block in simPRO

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Zapier

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

in $19.⁹⁹

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

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate FreeAgent & simPRO with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect FreeAgent or simPRO With 1100+ 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

simPRO is the first cloud-based field service and job management software solution for businesses. It's a web-based application that addresses your needs to streamline day-to-day operations, improve visibility, and enhance daily business processes.

See simPRO Integrations