FreeAgent + Zengine Integration

Connect FreeAgent to Zengine in 1 click

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Popular FreeAgent + Zengine Workflows

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FreeAgent + Zengine Integration

Create Zengine record for new FreeAgent contact

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

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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Zengine + FreeAgent Integration

Create FreeAgent contact for new Zengine record

In order to keep your accounting and customer records in sync, when you create a record in Zengine, 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 Zengine and FreeAgent!
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FreeAgent + Zengine 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
  • Zengine
    Record is created in Zengine Instant
  • Zengine
    Record is updated in Zengine Instant
  • Zengine
    Task is created in Zengine Instant
  • Zengine
    Event is created in Zengine Instant
2.
  • FreeAgent
    Create project in FreeAgent
  • FreeAgent
    Create invoice in FreeAgent
  • FreeAgent
    Create contact in FreeAgent
  • FreeAgent
    Create task in FreeAgent
  • FreeAgent
    Generate cashflow summary for given period in FreeAgent
  • Zengine
    Create record in Zengine
  • Zengine
    Delete record in Zengine
  • Zengine
    Update record in Zengine
  • Zengine
    Upload file to field in Zengine
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