How to integrate form to FreeAgent?

My business workflow is as follows:

Create a table entry and send as a pre-filled form to client for them to sign.

Then manually copy and paste data from Jotform to Freeagent to create as new customer, for generating deposit and final balance invoices.

Is there a way to streamline this natively? I know there are things like Zapier that may be able to help.

Hi Martin,

Thanks for reaching out to Jotform Support. One of our Support Team members has taken over this thread and will assist you further.

Let us know if you have any other questions.

Jotform Support Team

Hi Martin,

Unfortunately, we don't have a direct way to integrate your form to FreeAgent, but you can integrate your form to Zapier to integrate it with FreeAgent. You can visit this Zapier integration page to start integrating your form to FreeAgent. Do you need further assistance on how to integrate your form to FreeAgent using Zapier?

Once we hear back from you, we'll be able to help you with this.