Sync client records between systems
When contact details are updated in Practice, automatically sync the customer record in FreeAgent to maintain clean billing profiles.
See all Practice + FreeAgent integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Practice Explore Practice →
TriggersFires when a new contact or lead is added to Practice.
Fires when a field on a contact changes in Practice.
Fires when a deal, case or record moves to a new stage in Practice.
Fires when a deal is marked won in Practice.
Creates or updates a contact in Practice.
Creates a new deal in Practice.
Moves a deal or record to a new stage in Practice.
Logs a call, email, or note against a record in Practice.
FreeAgent Explore FreeAgent →
TriggersFires when a new invoice is created in FreeAgent.
Fires when a payment is recorded in FreeAgent.
Fires when an invoice in FreeAgent passes its due date unpaid.
Fires when a new expense is recorded in FreeAgent.
Creates a new invoice in FreeAgent.
Records a payment against an invoice in FreeAgent.
Creates a new expense entry in FreeAgent.
Syncs a customer's billing record in FreeAgent.
More Practice + FreeAgent workflows
Turn closed deals into client invoices
When a deal is marked won in Practice, automatically create an invoice in FreeAgent so billing can start without delay.
See details
Update deal status when payments arrive
When a payment is received in FreeAgent, automatically update the deal stage in Practice to keep sales reps informed of account standing.
See details
See all Practice + FreeAgent integrations → · Browse the full workflow library →
Common questions
Can Knit build “Sync client records between systems” between Practice and FreeAgent?
Yes — describe it in the box above and Knit's Integrations Agent researches Practice and FreeAgent's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does linking FreeAgent and Practice streamline the sales-to-finance handoff?
Closing a deal in Practice can instantly create an invoice in FreeAgent, eliminating manual keying and speeding up revenue collection.
Can payment notifications in FreeAgent update deal stages in Practice?
Yes, when a customer settles an invoice in FreeAgent, the corresponding deal stage in Practice can automatically update to reflect a completed transaction.