Integrate FreeAgent with Swit
Send information between FreeAgent and Swit automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Start a new project in Swit whenever a new project is launched in FreeAgent
Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Swit when a new project is established in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a project in the selected workspace in Swit.
Start a new project in Swit whenever a new project is launched in FreeAgent
FreeAgent + Swit
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Supported triggers and actions
Integrate FreeAgent and Swit 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
Message posted
Triggers when a new message is posted on the selected channel
Idea posted
Triggers when a new idea is posted on the selected channel
Task created
Triggers when a new task is created in the selected project
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 project
Creates a project in the selected workspace
Create task
Creates a task in the selected project
Create comment on task
Posts a comment on the selected task
Create idea
Posts an idea on the selected channel
Create message
Posts a message on the selected channel
Fetch task
Fetches the details of an existing task
Fetch project
Fetches the details of an existing project by name
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
What is Swit?
Swit is a team collaboration platform that provides features such as chat, file sharing, task management, calendar, and more in a single interface.
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