Integrate FreeAgent with 850+ apps
Create business workflows for FreeAgent without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.
Popular FreeAgent workflows
Create MailChimp subscribers for new contacts in FreeAgent
This flow adds a new contact in FreeAgent each time a subscriber is added in MailChimp, so you can easily nurture them for further sales.
How it works
1. A new contact is added in FreeAgent.
2. Zoho Flow creates a subscriber in MailChimp.
Create MailChimp subscribers for new contacts in FreeAgent
FreeAgent + Mailchimp
Log new FreeAgent invoices in Zoho Sheet
This flow adds a new row in Zoho Sheet each time an invoice is
created in FreeAgent, helping you consolidate the details of all your
orders into a single document.
How it works
1. An invoice is created in FreeAgent.
2. Zoho Flow adds a new row in Zoho Sheet.
Log new FreeAgent invoices in Zoho Sheet
FreeAgent + Zoho Sheet
Copy Zoho CRM contacts to FreeAgent
Each time a new contact is added in Zoho CRM, the flow adds a
corresponding contact in FreeAgent. That way, you can keep your
accounting software updated, automatically.
How it works
1. A new contact is added in Zoho CRM.
2. Zoho Flow creates a corresponding contact in FreeAgent.
Copy Zoho CRM contacts to FreeAgent
FreeAgent + Zoho CRM
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
Project created
Triggers when a new project is created
Bill created
Triggers when a new bill is created
Invoice created
Triggers when a new invoice is created in the selected project
Contact created
Triggers when a new contact is created
Project note added
Triggers when a new note is added for the selected project
Estimate created
Triggers when a new estimate is created in the selected project
Price list item created
Triggers when a new price list item is created
User created
Triggers when a new user is created
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create journal set
Creates a new journal set
Add invoice item
Adds a new item to an existing invoice
Add note to contact
Adds a note to the selected contact
Create expenses
Creates a new expenses
Create estimate
Creates a new estimate
Create contact
Creates a new contact
Create project
Creates a new project
Add estimate item
Adds a new item to an existing estimate
Create invoice
Creates a new invoice
Create task
Creates a new task in the selected project
Create bill
Creates a new bill
Add note to project
Adds a note to the selected project
Create credit note
Creates a new credit note
Update task
Updates the details of an existing task
Update estimate status
Updates the status of an existing estimate by ID
Update credit note status
Updates the status of an existing credit note using credit note ID
Email an invoice
Sends an existing invoice by invoice ID
Update contact
Updates details of the selected contact
Convert to credit note
Convert a draft negative invoice to a credit note
Fetch invoice
Fetches details of the exisiting invoice by ID
Fetch contact
Fetches details of the selected contact
What is FreeAgent?
FreeAgent is online accounting software that lets you keep track of your income and expenses. You can link bank accounts, generate sales tax reports, and manage timesheet reports efficiently.
Similar apps
Bulid comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Know more
Rahul Roushan
CEO, OpIndia
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Know more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
