F
FreeAgent - Create PDF, Word, Excel Documents
FreeAgent connects with Documentero to turn your accounting data into ready-to-use documents. You can automatically generate invoices, reports, and task summaries in formats like PDF, DOCX, or XLSX. This integration helps freelancers and small business owners save time by creating professional files directly from their FreeAgent activity.
FreeAgent
Documentero
Triggers
Watch Contacts — Watches for newly created contacts.
Watch Invoices — Watches for newly created invoices.
Watch Tasks — Watches for newly created tasks.
Watch Users — Watches for newly created users.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from FreeAgent using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from FreeAgent using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from FreeAgent data
Create DOCX contracts when new contacts are added in FreeAgent
Export FreeAgent tasks into XLSX reports with Documentero
Build client summary documents from FreeAgent contact information
Generate financial reports in PDF from FreeAgent invoices
Create user onboarding forms when new team members are added in FreeAgent
Export FreeAgent invoice details into DOCX templates for record keeping
Automatically generate monthly accounting summaries from FreeAgent data
Create task tracking spreadsheets from FreeAgent task entries
Generate branded client letters directly from FreeAgent contact events
How you can use FreeAgent + Documentero
Invoice PDFs
Generate branded PDF invoices in Documentero whenever a new invoice is created in FreeAgent.
Client Onboarding Docs
Create welcome letters or agreements in DOCX format when a new contact is added in FreeAgent.
Task Reports
Produce task summary documents in XLSX whenever new tasks are created in FreeAgent.
User Records
Automatically generate staff profile sheets when new users are added in FreeAgent.
Monthly Accounting Pack
Compile invoices, tasks, and contact details into a single PDF report each month using Documentero templates.
Setup Guides
Zapier Tutorial: Integrate FreeAgent with Documentero
- Create a new Zap in Zapier.
- Add FreeAgent to the zap and choose one of the triggers (Watch Contacts, Watch Invoices, Watch Tasks). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the FreeAgent trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate FreeAgent with Documentero
- Create a new scenario in Make.
- Add FreeAgent to the scenario and choose one of the triggers (Watch Contacts, Watch Invoices, Watch Tasks). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the FreeAgent trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate FreeAgent with Documentero
- Create a new flow in Power Automate.
- Add FreeAgent to the flow and choose one of the triggers (Watch Contacts, Watch Invoices, Watch Tasks). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the FreeAgent trigger.
- Test and save your flow.
