

Integrate FreeAgent with TrainerCentral
Send information between FreeAgent and TrainerCentral automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate FreeAgent and TrainerCentral 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

Live workshop - Learner registered
Triggers when a learner has registered for a live workshop

Learner cancels purchase
Triggers when a learner cancels their purchase

Assignment submitted
Triggers when a learner submits a course assignment

Learner renewal pending
Triggers when a learner's payment is pending for a renewal

Live workshop created
Triggers when a live workshop is created in the academy

Course enrolled
Triggers when a learner enrolls for a course

Live workshop - Session purchased
Triggers when a learner purchases a session for a live workshop

Live Workshop - Session Completed
Triggers when a learner completes a session for a live workshop

Form submitted
Triggers when a learner submits entry in the selected form

Course completed
Triggers when a course is completed by an existing learner in the academy

Lesson completed by user
Triggers when a user has completed a lesson

Learner signed up for academy
Triggers when a new learner has signed up for the academy

Test submitted
Triggers when a learner submits a test

Session reminder activated
Triggers when a session's email reminder is activated.

Ticket purchased
Triggers when a learner has paid for any course ticket in the academy

Live workshop - Learner joined
Triggers when a learner has joined an existing live workshop
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

Sign up user for school
Signs up the specified user for school

Invite learner to course
Sends an email inviting a learner to join an existing course

Create live workshop
Creates a new remote session which can be used to conduct live workshops

Invite learner to a live workshop
Sends an email inviting a learner to register for a live workshop session

Fetch user
Fetches the details of an existing user by email address
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 TrainerCentral?
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