Integrate Zoho Invoice with FreeAgent

Send information between Zoho Invoice and FreeAgent automatically, without writing any code, using Zoho Flow.

Build your own integrations between Zoho Invoice and FreeAgent

Connect Zoho Invoice and FreeAgent with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho Invoice and FreeAgent using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Estimate updated

Triggers when any detail of an existing estimate is updated

Expense updated

Triggers when the details of an existing expense are updated

Invoice updated

Triggers when any detail of an existing invoice is updated

Project created

Triggers when a new project is created

Payment received

Triggers when a new payment is received

Timesheet created

Triggers when a new timesheet is created

Contact updated

Triggers when any detail of an existing contact is updated

Payment updated

Triggers when any detail of an existing payment is updated

Contact created

Triggers when a new contact is created

Contact person created

Triggers when a new contact person is created for an existing contact

Credit note created

Triggers when a new credit note is created

Credit note updated

Triggers when the details of an existing credit note are updated

Expense created

Triggers when a new expense is created

Project updated

Triggers when any detail of an existing project is updated

Estimate created

Triggers when a new estimate is created in the selected organization

Timesheet updated

Triggers when the details of an existing timesheet are updated

Recurring expense updated

Triggers when the details of an existing recurring expense are updated

Item created

Triggers when a new item is created in the selected organization

Item updated

Triggers when any detail of an existing item is updated

Recurring expense created

Triggers when a new recurring expense is created

Invoice created

Triggers when a new invoice is created

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

All Actions - Actions are the automated tasks

Create project

Creates a new project

Create contact person

Creates a new contact person for the selected contact

Add address for customer

Adds address details for an existing customer

Create item

Creates a new item

Create recurring invoice

Creates a new recurring invoice

Request payment information

Sends a payment information request to the specified email address

Create retainer invoice

Creates a new retainer invoice

Mark as primary contact person

Marks the specified contact person as the primary contact person for the company

Create recurring expense

Creates a new recurring expense

Record payment

Records a payment for an existing invoice

Start timer

Starts timer for the selected task

Create task

Creates a new task in the specified project

Create invoice

Creates a new invoice

Send invoice

Sends an existing invoice to the specified recipients

Send retainer invoice

Sends a retainer invoice to the specified email address

Stop timer

Stops the timer that is currently running

Create timesheet

Creates a new timesheet entry

Create estimate

Creates a new estimate

Create contact

Creates a new contact

Send estimate

Sends an existing estimate to the specified recipients

Update payment link

Updates the details of an existing payment link

Update invoice

Updates the details of an existing invoice

Update project

Updates the details of an existing project

Update invoice status

Updates the status of an existing invoice

Create payment link

Creates a payment link

Update estimate

Updates the details of an existing estimate

Update item

Updates the details of an existing item

Update task

Updates the details of an existing task

Update contact

Updates the details of an existing contact

Update contact person

Updates the details of an existing contact person

Update timesheet

Updates the details of an existing timesheet

Fetch contact by email

Fetches the details of an existing contact by email

Fetch contact by display name

Fetches the details of an existing contact by display name

Fetch invoice by number

Fetches the details of an existing invoice by number

Fetch user

Fetches the details of an existing user by ID, name, or email address

Fetch invoice by ID

Fetches the details of an existing invoice by ID

Fetch item by ID

Fetches the details of an existing item by ID

Fetch item by name

Fetches the details of an existing item by name

Fetch payment

Fetches the details of an existing payment

Fetch task

Fetches the details of an existing task by ID

Fetch recurring expense

Fetches the details of an existing recurring expense

Fetch item by SKU

Fetches the details of an existing item by SKU

Fetch estimate

Fetches the details of an existing invoice

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch timesheet

Fetches the details of an existing timesheet by ID

Fetch public invoice payment link

Fetches the payment link for the specified invoice

Fetch project

Fetches the details of an existing project by ID

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

What is Zoho Invoice?

Zoho Invoice is online invoicing software that helps you craft invoices, automatically send payment reminders and get paid faster online. You can send estimates, track them, turn them into invoices, and get a detailed report of sales, tax, and expenses.

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.

Accounting

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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