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

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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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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Create Your Own FreeAgent & Upnify Integration Without Any Code

Create Custom Workflow

Contact is created in FreeAgent
Invoice is created in FreeAgent
Task is created in FreeAgent
User is created in FreeAgent
Client is created in Upnify Instant
Prospect is created in Upnify Instant
Opportunity is created in Upnify Instant
Sale is created in Upnify Instant

Create invoice in FreeAgent
Create project in FreeAgent
Create contact in FreeAgent
Create task in FreeAgent
Generate cashflow summary for given period in FreeAgent
Create client in Upnify
Create prospects in Upnify

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Popular Alternative

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750 Tasks

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2,000 Tasks

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Integrate FreeAgent & Upnify In 1 Click
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You Can Also Connect FreeAgent or Upnify With 1200+ 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

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.

See Upnify Integrations