Bitrix24 + FreeAgent Integration

Integrate Bitrix24 to FreeAgent in one click, or tell Integrately AI how you want each deal handled. Generate invoices, update customer details, notify your team, and track payments automatically.

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1.
  • Bitrix24
    Quote is created in Bitrix24
  • Bitrix24
    Smart process is created in Bitrix24
  • Bitrix24
    Lead is created in Bitrix24
  • Bitrix24
    Lead is updated in Bitrix24
  • Bitrix24
    Lead is created in Bitrix24 Instant
  • Bitrix24
    Lead is updated in Bitrix24 Instant
  • Bitrix24
    Lead is deleted in Bitrix24 Instant
  • Bitrix24
    Deal is created in Bitrix24
  • Bitrix24
    Deal is created in Bitrix24 Instant
  • Bitrix24
    Deal is updated in Bitrix24 Instant
  • Bitrix24
    Deal is deleted in Bitrix24 Instant
  • Bitrix24
    Contact is created in Bitrix24
  • Bitrix24
    Contact is updated in Bitrix24
  • Bitrix24
    Contact is created in Bitrix24 Instant
  • Bitrix24
    Contact is updated in Bitrix24 Instant
  • Bitrix24
    Contact is deleted in Bitrix24 Instant
  • Bitrix24
    Task is created in Bitrix24 Instant
  • Bitrix24
    Task is updated in Bitrix24 Instant
  • Bitrix24
    Task is deleted in Bitrix24 Instant
  • Bitrix24
    Company is updated in Bitrix24 Instant
  • Bitrix24
    Company is deleted in Bitrix24 Instant
  • Bitrix24
    Company is created in Bitrix24 Instant
  • FreeAgent
    Contact is created in FreeAgent
  • FreeAgent
    Invoice is created in FreeAgent
  • FreeAgent
    Task is created in FreeAgent
  • FreeAgent
    User is created in FreeAgent
Arrow Right
2.
  • Bitrix24
    Search lead in Bitrix24
  • Bitrix24
    Create quote in Bitrix24
  • Bitrix24
    Search quote by title in Bitrix24
  • Bitrix24
    Update quote in Bitrix24
  • Bitrix24
    Search contact in Bitrix24
  • Bitrix24
    Create lead in Bitrix24
  • Bitrix24
    Update lead in Bitrix24
  • Bitrix24
    Create contact in Bitrix24
  • Bitrix24
    Update contact in Bitrix24
  • Bitrix24
    Create deal in Bitrix24
  • Bitrix24
    Update deal in Bitrix24
  • Bitrix24
    Get deal by id in Bitrix24
  • Bitrix24
    Search deal in Bitrix24
  • Bitrix24
    Create company in Bitrix24
  • Bitrix24
    Search company in Bitrix24
  • Bitrix24
    Update company in Bitrix24
  • Bitrix24
    Get company by id in Bitrix24
  • Bitrix24
    Search task in Bitrix24
  • Bitrix24
    Get task by id in Bitrix24
  • Bitrix24
    Update task in Bitrix24
  • Bitrix24
    Get lead by id in Bitrix24
  • Bitrix24
    Get contact by id in Bitrix24
  • Bitrix24
    Add comment in Bitrix24
  • 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

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Ready Workflows Ready Workflows for Bitrix24 + FreeAgent Integration

Create invoices, sync new contacts, track project updates, update payment records, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
FreeAgent + Bitrix24 Integration

Create Bitrix24 contact for new FreeAgent contact

If you are using FreeAgent, then you may want to also use Bitrix24 to manage your customer relationships. With the help of this automation, whenever you create a contact in FreeAgent, a corresponding contact will be created in Bitrix24.

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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Bitrix24 + FreeAgent Integration

Create FreeAgent contact for new Bitrix24 contact

In order to keep your accounting and customer records in sync, when you create a contact in Bitrix24, 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 Bitrix24 and FreeAgent!
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FreeAgent + Bitrix24 Integration

Create Bitrix24 company from new FreeAgent invoice

If you're a small business owner who uses FreeAgent to manage your finances, you may be wondering if there's a way to automatically create a company profile in Bitrix24 whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Bitrix24 and FreeAgent!
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Bitrix24 + FreeAgent flow

Sync your accounting records to your CRM, notify your team on messaging apps, and send client follow-ups instantly. Pick a combination and activate it in one click.

Bitrix24
FreeAgent
+
SalesforceSalesforce (8)
+
HubSpotHubSpot (8)
+
SlackSlack (8)
+
GmailGmail (8)
+
Google DriveGoogle Drive (8)
+
StripeStripe (8)
B
F
S
Create a FreeAgent invoice for every new Bitrix24 deal, and add a lead in Salesforce.
New Bitrix24 deals automatically generate invoices in FreeAgent while logging the lead in Salesforce.
F
B
S
Log every new FreeAgent contact in Bitrix24, and update the matching account in Salesforce.
New FreeAgent contacts immediately update Bitrix24 and sync with your Salesforce accounts.
B
F
S
When a Bitrix24 deal stage updates, generate a FreeAgent project and update the Salesforce opportunity.
Deal progress in Bitrix24 triggers project creation in FreeAgent and updates Salesforce opportunities.
F
B
S
Create a Bitrix24 task when a FreeAgent invoice is created, and update Salesforce records.
FreeAgent invoices automatically open follow-up tasks in Bitrix24 and update Salesforce.
B
F
S
If a new Bitrix24 lead is enterprise tier, create a FreeAgent contact and add a priority Salesforce lead.
Enterprise leads from Bitrix24 trigger dedicated FreeAgent profiles and high-priority Salesforce records.
B
F
S
When a Bitrix24 contact is updated, refresh the FreeAgent client details and log the change in Salesforce.
Contact updates in Bitrix24 flow directly into FreeAgent and Salesforce without manual copying.
B
F
S
Use Claude to summarise new Bitrix24 leads, create a FreeAgent contact, and log the brief in Salesforce.
Claude analyses Bitrix24 leads, creates FreeAgent profiles, and saves summaries in Salesforce.
B
F
S
S
Turn every won Bitrix24 deal into a FreeAgent invoice, create a Salesforce opportunity, and notify the team in Slack.
Won Bitrix24 deals automatically generate FreeAgent invoices, Salesforce opportunities, and Slack alerts.

Supported triggers and actions for Bitrix24 and FreeAgent

Mix and match to build the exact automation you need

Bitrix24
Bitrix24 Triggers & Actions
Quote is created in Bitrix24
Triggers the automation when a new quote is created
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Smart process is created in Bitrix24
Triggers the automation when a new smart process is created
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Lead is created in Bitrix24
Triggers the automation when a new lead is created
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Lead is updated in Bitrix24
Triggers the automation when the lead information is updated
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Instant
Lead is created in Bitrix24
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Instant
Lead is updated in Bitrix24
Try it →
Instant
Lead is deleted in Bitrix24
Triggers the automation when a lead is removed from the system
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Deal is created in Bitrix24
Triggers the automation when a deal is created
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Instant
Deal is created in Bitrix24
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Instant
Deal is updated in Bitrix24
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Bitrix24
Triggers the automation when a deal is deleted
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Contact is created in Bitrix24
Triggers the automation when a new contact is created
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Contact is updated in Bitrix24
Triggers the automation when a contact is updated
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Instant
Contact is created in Bitrix24
Try it →
Instant
Contact is updated in Bitrix24
Try it →
Instant
Contact is deleted in Bitrix24
Triggers the automation when a contact is removed from the particular list
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Instant
Task is created in Bitrix24
Triggers the automation when a new task is created
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Instant
Task is updated in Bitrix24
Triggers the automation when any task is updated
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Instant
Task is deleted in Bitrix24
Triggers the automation when a task is deleted
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Instant
Company is updated in Bitrix24
Triggers the automation when a company is updated
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Instant
Company is deleted in Bitrix24
Triggers the automation when a company is deleted
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Instant
Company is created in Bitrix24
Triggers the automation when a new company is created
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Search lead in Bitrix24
Retrieves information for a particular lead
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Create quote in Bitrix24
Creates a new quote
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Search quote by title in Bitrix24
Searches for a quote using the title
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Update quote in Bitrix24
Updates an existing quote
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Search contact in Bitrix24
Finds and retrieves contact information
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Create lead in Bitrix24
Generates new leads for potential customers
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Update lead in Bitrix24
Updates the lead information
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Create contact in Bitrix24
Adds a new contact to the database
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Update contact in Bitrix24
Updates contact information with new details
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Create deal in Bitrix24
Generates a new deal with
Try it →
Update deal in Bitrix24
Updates deal information based on new criteria or changes
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Get deal by id in Bitrix24
Retrieves a deal by its id
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Search deal in Bitrix24
Retrieves and find a deal
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Create company in Bitrix24
Generates a new company profile with given details
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Search company in Bitrix24
Finds information about a company
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Update company in Bitrix24
Updates company information
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Get company by id in Bitrix24
Retrieves a company's details using its id
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Search task in Bitrix24
Searches for a task
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Get task by id in Bitrix24
Retrieves a task using its id
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Update task in Bitrix24
Updates the task with new information or changes
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Get lead by id in Bitrix24
Retrieves a lead's information based on their id
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Get contact by id in Bitrix24
Retrieves a contact's information based on their id
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Add comment in Bitrix24
Adds a comment to a record
Try it →
FreeAgent
FreeAgent Triggers & Actions
Contact is created in FreeAgent
Triggers the automation when a new contact is created
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Invoice is created in FreeAgent
Triggers the automation when any invoice is added or modified
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Task is created in FreeAgent
Triggers the automation when a new task is created
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User is created in FreeAgent
Triggers the automation when a new user is created
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Create project in FreeAgent
Creates a new project
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Create invoice in FreeAgent
Generates invoices for sales transactions
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Create contact in FreeAgent
Adds a new contact to the database
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Create task in FreeAgent
Creates a new task
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Generate cashflow summary for given period in FreeAgent
Generates a detailed cash flow summary report for a period
Try it →

What can you automate with Bitrix24 + FreeAgent?

Streamline your business operations by connecting customer relationship management with cloud accounting effortlessly.

What you can automate?
🔄
Sync deals into invoices automatically
Turn every new Bitrix24 deal into a fully detailed FreeAgent invoice the moment it is closed, removing manual re-entry entirely.
📋
Capture every submitted contact field
Map all custom lead details and contact properties from Bitrix24 directly into FreeAgent profiles without losing critical data.
🔔
Alert your team instantly on updates
Notify your finance or sales channel the second a new invoice or contact is registered across either platform.
🔀
Route records based on submitted criteria
Send enterprise deals and standard leads to different project workflows or account managers automatically.
✏️
Keep client contact details up to date
Automatically update FreeAgent contact records whenever a client or lead profile is modified in Bitrix24.
🔍
Prevent duplicate records and entries
Search existing contacts and deals before creating new entries to keep your databases clean and organised.
💳
Handle project and task milestones
Trigger FreeAgent project creation and task updates whenever operational milestones are achieved in Bitrix24.
🌐
Extend your workflow to external apps
Connect your core Bitrix24 and FreeAgent flow to Slack, Gmail, or Stripe to complete multi-step business pipelines.
And much more...

Who is Bitrix24 + FreeAgent integration for?

Sales managers, accountants, and project leads who need real-time data sync between Bitrix24 and FreeAgent can eliminate manual data entry and streamline their entire financial workflow.

Finance directors and accountants
Finance directors and accountants
Sales operations managers
Sales operations managers
Account managers and client leads
Account managers and client leads
High-volume sales teams
High-volume sales teams
Project delivery coordinators
Project delivery coordinators
Operations supervisors
Operations supervisors
📈
Finance directors and accountants
You're reviewing financial reports and billing summaries, but revenue numbers lag because deals recorded in Bitrix24 are manually re-typed into FreeAgent hours later — with this integration, every new deal instantly generates its FreeAgent invoice so your financial records stay accurate.
Sales operations managers
You need to track lead progress and trigger fulfillment the moment deals close, but communication delays between sales and accounting leave teams waiting — automating both apps means every won deal immediately initiates project setup and invoicing.
🤝
Account managers and client leads
You answer to clients asking about project kickoff and billing status, but outdated contact records cause embarrassing miscommunications — connecting these apps means client details and project folders update synchronously across both platforms.
📊
High-volume sales teams
Your team handles dozens of new leads and deals daily, making manual data copying between CRM and accounting prone to costly typos — with this integration, every contact and deal record syncs automatically without human error.
🔧
Project delivery coordinators
You own project execution and depend on sales to hand over deal details before work begins, but missing handoffs stall delivery — automating both apps means project creation triggers instantly upon deal creation.
📁
Operations supervisors
You need a reliable history of all client interactions and billing milestones, but fragmented systems leave noticeable gaps in your audit trail — this integration means every transaction and record is logged perfectly across both platforms.
Our team

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Why choose Integrately to automate Bitrix24 + FreeAgent

Build and manage your Bitrix24 + FreeAgent automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Bitrix24 + FreeAgent with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Bitrix24 to FreeAgent?
Frequently Asked Questions
You can connect Bitrix24 to FreeAgent in 1 click using ready-made workflows on Integrately or by using Integrately AI to build custom automations with apps like Slack, Gmail, and Stripe.
Can I automatically create invoices in FreeAgent when deals close in Bitrix24?
Frequently Asked Questions
Can I connect Bitrix24, FreeAgent, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bitrix24 and FreeAgent?
Frequently Asked Questions
How are contacts synced between Bitrix24 and FreeAgent?
Frequently Asked Questions
Can I track tasks and projects between Bitrix24 and FreeAgent?
Frequently Asked Questions
Do I need coding skills to integrate Bitrix24 and FreeAgent?
Frequently Asked Questions
Is the Bitrix24 and FreeAgent integration free?
Frequently Asked Questions
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You Can Also Connect Bitrix24 or FreeAgent With 1500+ Other Apps

Bitrix24
Popular Bitrix24 Integrations
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FreeAgent
Popular FreeAgent Integrations
Sync FreeAgent with invoicing tools, payment gateways, and time trackers to keep your accounting stack fully unified.
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