Admin Settings

Coding in FreeAgent

• Getting Started with API in FreeAgent

Integrations

• How to Set-Up Integrations in FreeAgent
• How to Set-Up a SendGrid Integration
• How to Set-Up a Slack Integration

Company Settings

• Configure Multiple Languages
• Company Profile
• Setting up your Date Time Preferences in FreeAgent
• System Preferences
• Corporate Theme
• Roles

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Apps

• Apps
• Quote App

App Setup

• Timeline Events for Hazel
• Form Scripts
• Search Preferences
• App Actions
• App Configuration
• Workspace

See all 20 articles

Form Field Types

• Boolean Field
• Choice List Field
• Dependent Choice Lists
• Currency Field
• Color Field
• Date Field

See all 24 articles

Applet Setup

• Zoom Phone CTI
• Applets

Automations

• Notification Builder
• Automations

ACLs

• Access Control List
• Access Levels Definitions

More

• FreeAgent CRM Menu in Hazel
• Webhooks
• Pre-Production Instance
• Undelete Records
• Activity Roll-Up
• Custom Icons

See all 11 articles

Workflows

• How to Create Workflows in FreeAgent
• Workflow Definitions
• Workflow Template: Lead Follow-Up
• Workflow Template: Quote Discount Approval
• Workflow + Slack Integration - Notify on Opportunities Changes
• Workflow + Slack Integration - Create New Channel for New Business Opportunities

Mailchimp

• Mailchimp

Zapier

• Connect FreeAgent CRM to hundreds of other apps with Zapier
• Email Parser Step 1
• Email Parser Step 2
• Email Parser Step 3