Integrate Excel with FreeAgent

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

Build your own integrations between Excel and FreeAgent

Connect Excel and FreeAgent with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Excel and FreeAgent using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Row added

Triggers when a new row is added to the bottom of the selected worksheet

Row added in table

Triggers when a new row is added to the bottom of the selected table

Row added in site

Triggers when a new row is added to a spreadsheet in site

Worksheet added

Triggers when a new worksheet is added to the selected workbook

Row added in Team Drive

Triggers when a new row is added to a spreadsheet in Team Drive

Bill created

Triggers when a new bill is created

User created

Triggers when a new user is created

Invoice created

Triggers when a new invoice is created in 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

Project created

Triggers when a new project is created

Contact created

Triggers when a new contact is created

Project note added

Triggers when a new note is added for the selected project

Task created

Triggers when a new task is created

All Actions - Actions are the automated tasks

Add row in Team Drive

Adds a new row to the selected spreadsheet in your Team Drive

Add row to table

Adds a new row to the bottom of the selected table

Update row in site

Updates the details of an existing row in an excel sheet from your site

Update row in TeamDrive

Updates the details of an existing row in an excel sheet from your Team Drive

Add row in site

Adds a new row to the selected spreadsheet in your site

Add row

Adds a new row to the bottom of the selected worksheet

Update row

Updates the details of an existing row

Find row in site

Finds a row from a spreadsheet in your site

Find row in Team Drive

Finds a row from a spreadsheet in your Team Drive

Find row

Finds a row based on column value

Create credit note

Creates a new credit note

Create contact

Creates a new contact

Create journal set

Creates a new journal set

Add note to project

Adds a note to the selected project

Add estimate item

Adds a new item to an existing estimate

Add invoice item

Adds a new item to an existing invoice

Create invoice

Creates a new invoice

Create estimate

Creates a new estimate

Add note to contact

Adds a note to the selected contact

Create expenses

Creates a new expenses

Create task

Creates a new task in the selected project

Create project

Creates a new project

Create bill

Creates a new bill

Update contact

Updates details of 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 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 invoice

Fetches details of the exisiting invoice by ID

Fetch contact

Fetches details of the selected contact

What is Excel?

Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.

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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