FreeAgent + Upnify Integration

Connect FreeAgent to Upnify in 1 click

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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
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2.

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Ready Workflows Ready Workflows   for FreeAgent + Upnify Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
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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Automations

Top 10 Most Popular FreeAgent Automations from
Integrately Community

Just click on the workflow you want to automate

WHMCS logo
FreeAgent logo
Create FreeAgent contact for new WHMCS contact
Activate
FreeAgent logo
Microsoft Outlook logo
Create Microsoft Outlook contact for new FreeAgent contact
Activate
FreeAgent logo
Salesforce logo
Create Salesforce opportunity for new FreeAgent invoice
Activate
FreeAgent logo
Google Calendar logo
Create Google Calendar event for new FreeAgent order
Activate
Stripe logo
FreeAgent logo
Create FreeAgent contact from new Stripe charge
Activate
WHMCS logo
FreeAgent logo
Create FreeAgent contact for new WHMCS contact
Activate
FreeAgent logo
Microsoft Outlook logo
Create Microsoft Outlook contact for new FreeAgent contact
Activate
FreeAgent logo
Salesforce logo
Create Salesforce opportunity for new FreeAgent invoice
Activate
FreeAgent logo
Google Calendar logo
Create Google Calendar event for new FreeAgent order
Activate
Stripe logo
FreeAgent logo
Create FreeAgent contact from new Stripe charge
Activate
FreeAgent logo
4Leads logo
Create 4Leads contact for new FreeAgent contact
FreeAgent logo
Clio logo
Create Clio contact for new FreeAgent contact
FreeAgent logo
Axonaut logo
Create Axonaut contact for new FreeAgent contact
FreeAgent logo
Bigin by Zoho CRM logo
Create Bigin by Zoho CRM contact for new FreeAgent contact
Activate
FreeAgent logo
Dropcontact logo
Create Dropcontact contact for new FreeAgent contact
FreeAgent logo
4Leads logo
Create 4Leads contact for new FreeAgent contact
FreeAgent logo
Clio logo
Create Clio contact for new FreeAgent contact
FreeAgent logo
Axonaut logo
Create Axonaut contact for new FreeAgent contact
FreeAgent logo
Bigin by Zoho CRM logo
Create Bigin by Zoho CRM contact for new FreeAgent contact
Activate
FreeAgent logo
Dropcontact logo
Create Dropcontact contact for new FreeAgent contact

Top 10 Most Popular Upnify Automations from
Integrately Community

Most popularmost-popular-automations
01
Upnify logo
Google Sheets logo
Create Google Sheets row for new Upnify client
02
Upnify logo
Google Sheets logo
Create Google Sheets row for new Upnify opportunity
03
Google Sheets logo
Upnify logo
Create Upnify client for new Google Sheets row
04
Upnify logo
HubSpot logo
Create HubSpot contact for new Upnify client
05
Upnify logo
HubSpot logo
Create HubSpot deal from new Upnify client
cloud
Upnify
app integration
06
Upnify logo
Emailidea logo
Create Emailidea contact for new Upnify client
07
Upnify logo
X-Cart (5.5.1) logo
Create X-Cart (5.5.1) customer for new Upnify client
08
X-Cart (5.5.1) logo
Upnify logo
Create Upnify client from new X-Cart (5.5.1) customer
09
X-Cart (5.5.1) logo
Upnify logo
Create Upnify client from new X-Cart (5.5.1) order
10
Upnify logo
GoHighLevel logo
Create GoHighLevel contact for new Upnify client
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1
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2
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3
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Want to automate something else in your workflow?

You Can Also Connect FreeAgent or Upnify With 1400+ Other Apps

FreeAgent
FreeAgent
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!
Upnify
Upnify
Upnify empowers your sales team with advanced CRM tools, helping you manage leads, automate tasks, and boost conversions. Enhance your sales strategy with Upnify's comprehensive solution.