Integrate FreeAgent with Forecast
Send information between FreeAgent and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Start a new project in Forecast whenever a new project is launched in FreeAgent
Enable seamless tracking and reporting by auto-creating projects in your project management platform from online accounting software. This flow will set up a new project in Forecast each time a new project is initiated in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in Forecast.
Start a new project in Forecast whenever a new project is launched in FreeAgent
FreeAgent + Forecast
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Supported triggers and actions
Integrate FreeAgent and Forecast 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
New subtask
Triggers when a new subtask is created in the selected project
New project
Triggers when a new project is created
New person
Triggers when a new person is added
New time entry
Triggers when a new time entry is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New client
Triggers when a new client is created
New task
Triggers when a new card is created in the selected project
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 task
Creates a new task
Create time registration
Creates a new time registration
Create label
Creates a new label
Add person
Adds a new person
Create client
Creates a new client
Create sprint
Creates a new sprint in the selected project
Create milestone
Creates a new milestone in the selected project
Create subtask
Creates a new sub task/to-do
Create project
Creates a new project
Fetch label
Fetches an existing label by name
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.
Similar apps
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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Webhook triggers
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Custom functions
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Head of HR and Operations, Syncify
Using Zoho Flow, we’re able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved over 400 hours/year of the staff’s time from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error.
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