Integrate FreeAgent with Zoho Bookings
Send information between FreeAgent and Zoho Bookings automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate FreeAgent and Zoho Bookings using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Invoice created
Triggers when a new invoice is created in the selected project
Timeslip created
Triggers when a new timeslip is created
Bill created
Triggers when a new bill is created
Price list item created
Triggers when a new price list item is created
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
Project created
Triggers when a new project is created
Appointment canceled
Triggers when an appointment is canceled
Appointment rescheduled
Triggers when an appointment is rescheduled
Appointment marked as no-show
Triggers when an appointment is marked as no-show
Appointment booked
Triggers when an appointment is booked
Appointment marked as completed
Triggers when an appointment is marked as completed
Payment failure
Triggers when a payment fails
All Actions - Actions are the automated tasks
Create estimate
Creates a new estimate
Create bill
Creates a new bill
Create credit note
Creates a new credit note
Create invoice
Creates a new invoice
Create contact
Creates a new contact
Add note to project
Adds a note to the selected project
Create project
Creates a new project
Create journal set
Creates a new journal set
Add invoice item
Adds a new item to an existing invoice
Create task
Creates a new task in the selected project
Create expenses
Creates a new expenses
Add timeslip
Adds a timeslip to a task
Add estimate item
Adds a new item to an existing estimate
Add note to contact
Adds a note to the selected contact
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
Update contact
Updates details of the selected contact
Update task
Updates the details of an existing task
Convert to credit note
Convert a draft negative invoice to a credit note
Email an invoice
Sends an existing invoice by invoice ID
Fetch task
Fetches the details of a task by ID
Fetch user
Fetches the details of a user by ID
Fetch invoice
Fetches details of the exisiting invoice by ID
Fetch contact
Fetches details of the selected contact
Fetch timeslip
Fetches the details of a timeslip by ID
Fetch project
Fetches the details of a project by ID
Create service
Creates a new service
Create appointment
Creates a new appointment
Reschedule appointment
Reschedules appointment to another slot
Update appointment
Updates the details of an appointment
Update service
Updates the details of an existing service by service ID
Fetch staff
Fetches the details of an existing staff by ID or email address
Fetch availability
Fetches the details of the availability by resource ID or staff ID
Fetch appointment
Fetches the details of an existing appointment by ID
Fetch service
Fetches the details of the selected service
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 Zoho Bookings?
Zoho Bookings is an appointment scheduler application for professional consultants and service providers to find the perfect time to meet customers.
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Custom functions
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Technical Engineer, Master Liveaboards
