Integrate FreeAgent with Clinked

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

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Create an event in Clinked when a task is created FreeAgent

Link tasks to events for clear assignment and progress tracking. This flow will initiate an event in Clinked when a task is created in FreeAgent.

How it works
  1. The flow triggers when a new task is created in FreeAgent.
  2. Zoho Flow creates a new event in Clinked.
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Create an event in Clinked when a task is created FreeAgent

FreeAgent + Clinked

Build your own integrations between FreeAgent and Clinked

Connect FreeAgent and Clinked 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 FreeAgent and Clinked using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

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

Create or update folder

Creates a new folder or updates an existing folder

Create member

Creates a new member

Create event

Creates a new event

Create discussion

Creates a new discussion

Create note

Creates a new note

Create task

Creates a new task

Duplicate a group

Duplicates an existing group

Create group

Creates a new group

Update member

Updates the details of the specified member

Fetch member

Fetches the details of an existing member by username

Fetch group

Fetches the details of an existing group by group ID

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

What is Clinked?

Clinked is a cloud-based client portal and collaboration tool that enables users to share files, communicate, manage projects, and more.

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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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

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