FreeAgent + Zigaflow
Connect FreeAgent to Zigaflow and remove the manual step between winning a job and raising an invoice.
What you get with FreeAgent
Quotes become invoices without extra work
When a quote is accepted in Zigaflow, FreeAgent receives the invoice automatically - saving you the time of logging in and re-entering the same data.
Customer records stay up to date
Contacts created in Zigaflow appear in FreeAgent, so your accounts package always has the correct customer details without manual import.
Reduce risk of invoicing errors
Automated data transfer means line items, quantities and prices are always consistent between your quote and your invoice - no copy-paste mistakes.
Speed up invoice creation
Team members can create draft invoices in Zigaflow for approval before exporting to FreeAgent.
Protect your business from over-limit customers
Zigaflow monitors customer credit limits across both unpaid invoices and un-invoiced orders. When payment clears in FreeAgent, credit limits update automatically - so your team always works from accurate figures.
What the integration does
- Automatic invoice creation in FreeAgent when a quote is accepted in Zigaflow
- One-way contact sync from Zigaflow to FreeAgent keeps your customer records current
- Tax rate mapping per product type for accurate invoice posting
- Invoice status tracking syncs on a scheduled basis
- Credit notes push from Zigaflow to FreeAgent automatically
How it works
- Connect your FreeAgent accountAuthorize Zigaflow to connect to FreeAgent - the process takes under two minutes with no technical setup required.
- Map your income categoriesMatch Zigaflow product types to the correct FreeAgent income categories so invoices always post to the right place.
- Start syncingAccepted quotes push to FreeAgent as invoices automatically, and new customer contacts appear in both systems without any manual input.
How businesses use FreeAgent
Close a quote and have the FreeAgent invoice ready without switching systems
Sole traders and small teams using FreeAgent for straightforward accounts can close a quote and have the invoice ready to send without switching between systems - the integration removes the double-handling that eats into a small team's day.
Multi-item quotes become accurate invoices without re-entry
Businesses quoting for lighting projects remove the risk of transcription errors when transferring multi-item quotes into FreeAgent invoices. Each line item, quantity and price copies across exactly as it appeared on the original quote.
A clean link between winning work and billing for it
Anyone running a lean operation gets a direct connection between winning a job and raising the invoice - no accountant required to set it up, and no manual step between quote acceptance and accounts package.