Integrate FreeAgent with GatherContent
Send information between FreeAgent and GatherContent automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Start a new project in GatherContent whenever a new project is launched in FreeAgent
Enable efficient tracking and reporting of projects by creating a new project in your content management platform. This flow will generate a new project in GatherContent whenever a new project is created in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in GatherContent.
Start a new project in GatherContent whenever a new project is launched in FreeAgent
FreeAgent + GatherContent
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Supported triggers and actions
Integrate FreeAgent and GatherContent using the below 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
Conversation started
Triggers when a new conversation is started
Item structure updated
Triggers when the details of an existing item structure are updated
Comment added in a conversation
Triggers when a new comment is added in a conversation
Comment updated
Triggers when the details of an existing comment are updated
Workflow status created
Triggers when a new workflow status is created
Shareable link generated
Triggers when a shareable link is generated for an item in a project
Assign user to item
Triggers when a new user is assigned to an item
Conversation resolved
Triggers when a conversation is resolved
Item created
Triggers when a new item is created
Item overdue
Triggers when an item in the project goes past a scheduled date for workflow status
Template created or updated
Triggers when a template is created or updated
Workflow status updated
Triggers when the details of an existing workflow status are updated
Item status updated
Triggers when the status of an existing item are updated
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
Create folder
Creates a new folder
Set item status
Sets the workflow status for the selected item
Rename folder
Renames an existing folder
Create item
Creates a new item
Rename item
Renames an existing item
Set item template
Sets the template for the selected item
Move item to folder
Moves item to an existing folder
Create project
Creates a new project
Fetch item
Fetches the details of an existing item using ID
Fetch project
Fetches the details of an existing project using ID
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.
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