Request for Free Agent accounting software integration

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    smallprints
    Asked on November 13, 2015 at 02:54 PM
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    david
    Answered on November 13, 2015 at 03:17 PM

    Hi,

    It looks like the rest of your question may not have gone through completely.  If you would'nt mind letting us know a bit more detail regarding what you are looking for, we will be happy to help with whatever we can.

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    smallprints
    Answered on November 13, 2015 at 04:09 PM

    I'd like to see integration with free agent especially if I could have the contact details made on my form generate an invoice for approval in freeagent.

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    smallprints
    Answered on November 13, 2015 at 04:12 PM

    I'm currently using Zapier to have jotform submission automatically create a new contact which is superb, but I'd like to take payment or activate an invoice for that new contact - instead of just taking payment with paypal. 

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    Kevin_G
    Answered on November 13, 2015 at 04:19 PM

    Hi,

    Thank you for contacting us.

    You can create invoices of your Form, take a look to our integration with  Freshbooks , you can refer to this guide for further help integrating JotForm with Freshbooks : 

    http://www.jotform.com/blog/58-Create-Invoices-from-Forms-Using-Freshbooks-Integration

    I hope that helps.

    If you have more questions, feel free to contact us.

    Thanks.

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    smallprints
    Answered on November 13, 2015 at 04:45 PM

    That is no help .. I use FREEAGENT, not freshbooks, is there a similar functionality for freeagent please ?

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    david
    Answered on November 13, 2015 at 05:13 PM

    I will forward your request to our development team.  However, I cannot say if or when they will be able to add the integration.  Integrations are usually only added if there is a high volume of requests so connecting via Zapier may be your best bet.  I am not aware of any integrations we have with programs similar to Free Agent.

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    smallprints
    Answered on November 13, 2015 at 05:20 PM

    fresh books would be very simialr

     

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    david
    Answered on November 13, 2015 at 05:23 PM

    If you do not mind using Fresh books instead, we do have an integration for that:

    http://www.jotform.com/blog/58-Create-Invoices-from-Forms-Using-Freshbooks-Integration

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    smallprints
    Answered on November 13, 2015 at 05:28 PM

    No, I'm not changing my accounting system. but since you have similar system in place for freshbooks, maybe you could look at the same for freeagent.

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    david
    Answered on November 13, 2015 at 05:30 PM

    I have forwarded your request to our developers.  Unfortunately, each program has vastly different methods of passing data.  Though we do have something similar, creating a new integration for a new product is not quite as easy as copy and paste.