Integrate FreeAgent with SalesBinder
Send information between FreeAgent and SalesBinder automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate FreeAgent and SalesBinder using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Bill created
Triggers when a new bill is created
Task created
Triggers when a new task is created
User created
Triggers when a new user is created
Timeslip created
Triggers when a new timeslip is created
Estimate created
Triggers when a new estimate is created in the selected project
Invoice created
Triggers when a new invoice is created in the selected project
Project created
Triggers when a new project is created
Project note added
Triggers when a new note is added for the selected project
Price list item created
Triggers when a new price list item is created
Contact created
Triggers when a new contact is created
Inventory item created
Triggers when a new inventory item is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create contact
Creates a new contact
Create journal set
Creates a new journal set
Create credit note
Creates a new credit note
Add note to project
Adds a note to the selected project
Create bill
Creates a new bill
Create invoice
Creates a new invoice
Add estimate item
Adds a new item to an existing estimate
Create estimate
Creates a new estimate
Create expenses
Creates a new expenses
Add note to contact
Adds a note to the selected contact
Add invoice item
Adds a new item to an existing invoice
Add timeslip
Adds a timeslip to a task
Create task
Creates a new task in the selected project
Update estimate status
Updates the status of an existing estimate by ID
Update task
Updates the details of an existing task
Email an invoice
Sends an existing invoice by invoice ID
Update credit note status
Updates the status of an existing credit note using credit note ID
Convert to credit note
Convert a draft negative invoice to a credit note
Update contact
Updates details of the selected contact
Fetch project
Fetches the details of a project by ID
Fetch timeslip
Fetches the details of a timeslip by ID
Fetch contact
Fetches details of the selected contact
Fetch invoice
Fetches details of the exisiting invoice by ID
Fetch user
Fetches the details of a user by ID
Fetch task
Fetches the details of a task by ID
Create account
Creates a new account (customer, prospect or supplier)
Create inventory item
Creates a new inventory item
Create notes
Creates a new note to selected record
Create contact
Creates a new contact
Update account
Updates the details of an existing account (customer or prospect or supplier)
Update inventory item
Updates the details of an existing inventory item
Update contact
Updates the details of an existing contact
Fetch inventory item
Fetches the details of an existing inventory item
Fetch contact
Fetches the details of an existing contact using ID
Fetch account
Fetches the details of an existing account (customer or prospect or supplier) using ID
Search account
Searches for the details of an existing account
Search inventory item
Searches for the details of an existing inventory item
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.
What is SalesBinder?
SalesBinder is an online inventory management system that also combines your customers, sales leads, purchase orders, estimates, and invoices into one globally accessible place.
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Toto
Technical Engineer, Master Liveaboards
