FreeAgent + TMetric Integration

Connect FreeAgent to TMetric - 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 TMetric automations to track your progress towards goals, receive motivational nudges, and visualize your achievements. Combine the benefits of both with Integrately’s FreeAgent + TMetric integration.
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Ready Workflows For FreeAgent + TMetric Integration

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FreeAgent + TMetric Integration

Create TMetric task for new FreeAgent contact

If you're using FreeAgent and TMetric to manage your work, you'll want to make sure that contact-creation task are automatically created in TMetric. That way, you can easily keep track of who owes you what and when they're supposed to pay!
FreeAgent + TMetric Integration

Create TMetric client from new FreeAgent contact

If you're using FreeAgent and TMetric to track time for your projects, you'll want to make sure that the contact you create in FreeAgent is also created as a client in TMetric.

This will ensure that time tracked for that contact is attributed to the correct client in TMetric, and that you can easily generate reports and invoices for them.

But having to do this manually can be a lot of a pain. But never fear, there's an easy way to fix this! Just activate this automation, connect the accounts and you are all set.
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Create Your Own FreeAgent & TMetric Integration Without Any Code

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2. Select what action you want to automate
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FreeAgent + TMetric 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
  • TMetric
    Task is created in TMetric
  • TMetric
    Task is completed in TMetric
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
  • TMetric
    Create task in TMetric
  • TMetric
    Create time entry in TMetric
  • TMetric
    Start timer in TMetric
  • TMetric
    Stop timer in TMetric
  • TMetric
    Create client in TMetric
  • TMetric
    Create project in TMetric
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750 Tasks
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😍
2,000 Tasks
in $19.99

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

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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