FreeAgent

FreeAgent is a cloud accounting platform designed for small businesses and accountants to manage contacts, invoicing, expenses, VAT and financial reporting. It enables businesses to maintain accurate customer and financial records in one central system.

This integration uses a ShopWired customer created webhook to send customer details to FreeAgent via Make. When a new customer account is created on your ShopWired website, a corresponding Person contact is automatically created in FreeAgent using the mapped customer information.

• Automatically create accounting contacts from new customers

• When a customer account is created on your ShopWired website, a matching Person contact is created in FreeAgent with their name, email, phone and address details

• Keep customer records aligned between systems

• Customer contact information entered on your ShopWired website is automatically reflected in FreeAgent without manual re-entry

• Data handling and responsibility

• Customer data is sent from ShopWired to Make via webhook and then processed and stored within your connected FreeAgent account

1. Create a FreeAgent account if you don't already have one
2. Create the scenario in your Make account using the provided blueprint
3. Connect your ShopWired webhook and FreeAgent account in Make
4. Activate the scenario
5. New customer accounts created on your ShopWired website will automatically create contacts in FreeAgent