Integrate FreeAgent with MeisterTask
Send information between FreeAgent and MeisterTask automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new project in MeisterTask each time a new project is initiated in FreeAgent
Enable seamless tracking and reporting by auto-creating projects in your project management tool from online accounting software. This flow will initiate a new project in MeisterTask when a new project is established in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in MeisterTask.
Set up a new project in MeisterTask each time a new project is initiated in FreeAgent
FreeAgent + MeisterTask
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Supported triggers and actions
Integrate FreeAgent and MeisterTask 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 task
Triggers when a new task is created
New section
Triggers when a new section is created
New person
Triggers when a new person is added to a project
New task in section
Triggers when a new task is added in the selected section
New project
Triggers when a new project is created
New task in project
Triggers when a new task is created in the selected project
Task completed
Triggers when a task is completed
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 in the selected section
Fetch person
Fetches a person by their unique 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.
Similar apps
What is MeisterTask?
MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress.
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Webhook triggers
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Logic
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Custom functions
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Learn more >We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
Mattias Johansson
CEO, Faverton
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 input.
Louis Castellano
CEO and Owner, Ultravision
Working with Zoho Flow has helped us reduce low-value tasks, expand the reach of our communications, and increase our revenue. We know there's still a lot of work and potential with Zoho Flow, and we look forward to continuing to explore it.
Manon Chamand
Administrative Director, Syncify
