FreeAgent + Upnify Integration

Connect FreeAgent to Upnify in 1 click

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

Popular FreeAgent + Upnify Workflows

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Upnify + FreeAgent Integration

Create FreeAgent contact for new Upnify client

In order to keep your accounting and customer records in sync, when you create a client in Upnify, 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 Upnify and FreeAgent!
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FreeAgent + Upnify Integration

Create Upnify client for new FreeAgent contact

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

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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FreeAgent + Upnify 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
  • Upnify
    Client is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Sale is created in Upnify Instant
2.
  • FreeAgent
    Create invoice in FreeAgent
  • FreeAgent
    Create project in FreeAgent
  • FreeAgent
    Create contact in FreeAgent
  • FreeAgent
    Create task in FreeAgent
  • FreeAgent
    Generate cashflow summary for given period in FreeAgent
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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