Integrate FreeAgent with Breeze
Send information between FreeAgent and Breeze automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new project in Breeze each time a new project is initiated in FreeAgent
Enable seamless tracking and reporting by auto-creating projects in your project management application from online accounting software. This flow will generate a new project in Breeze whenever a new project is created in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in Breeze.
Set up a new project in Breeze each time a new project is initiated in FreeAgent
FreeAgent + Breeze
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Supported triggers and actions
Integrate FreeAgent and Breeze using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Price list item created
Triggers when a new price list item is created
Bill updated
Triggers when the details of a bill are updated
Estimate updated
Triggers when an estimate is updated
Bill created
Triggers when a new bill is created
Timeslip created
Triggers when a new timeslip is created
Invoice created
Triggers when a new invoice is created in the selected project
Invoice updated
Triggers when an invoice is updated
Task updated
Triggers when a task is updated
Timeslip updated
Triggers when a timeslip is updated
Task created
Triggers when a new task is created
Estimate created
Triggers when a new estimate is created in the selected project
Contact updated
Triggers when a contact is updated
Project note added
Triggers when a new note is added for the selected project
Project created
Triggers when a new project is created
Task updated
Triggers when a task is updated
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
Add invoice item
Adds a new item to an existing invoice
Create journal set
Creates a new journal set
Create project
Creates a new project
Add note to project
Adds a note to the selected project
Add estimate item
Adds a new item to an existing estimate
Add timeslip
Adds a timeslip to a task
Create expenses
Creates a new expenses
Create task
Creates a new task in the selected project
Create credit note
Creates a new credit note
Create bill
Creates a new bill
Create estimate
Creates a new estimate
Create contact
Creates a new contact
Create invoice
Creates a new invoice
Add note to contact
Adds a note to the selected contact
Email an invoice
Sends an existing invoice by invoice ID
Convert to credit note
Convert a draft negative invoice to a credit note
Update task
Updates the details of an existing task
Update contact
Updates details of the selected contact
Update credit note status
Updates the status of an existing credit note using credit note ID
Update estimate status
Updates the status of an existing estimate 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 project
Fetches the details of a project by ID
Fetch task
Fetches the details of a task by ID
Create to-do list
Creates a new to-do list for a task
Create task
Creates a new task
Create project
Creates a new project
Create to-do
Creates a new to-do in to-do list
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 Breeze?
Breeze is a simple project management application that provides features like boards, time tracking, to-dos and more.
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