Integrate FreeAgent with Teambook
Send information between FreeAgent and Teambook automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Start a new project in Teambook whenever a new project is launched in FreeAgent
Enable efficient tracking and reporting of projects by creating a new project in your project management software. This flow will start a new project in Teambook whenever a new project is launched in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in Teambook.
Start a new project in Teambook whenever a new project is launched in FreeAgent
FreeAgent + Teambook
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Supported triggers and actions
Integrate FreeAgent and Teambook using the below triggers and actions
All Triggers - A trigger kickstarts the flow
User created
Triggers when a new user is created
Bill created
Triggers when a new bill is created
Task created
Triggers when a new task is created
Contact created
Triggers when a new contact is created
Price list item created
Triggers when a new price list item is created
Project note added
Triggers when a new note is added for the selected project
Estimate created
Triggers when a new estimate is created in the selected project
Invoice created
Triggers when a new invoice is created in the selected project
Project created
Triggers when a new project is created
Timeslip created
Triggers when new timeslip is created
Project created
Triggers when a new project is created
Client added
Triggers when a new client is added
User added
Triggers when a new user is added
All Actions - Actions are the automated tasks
Create bill
Creates a new bill
Add note to project
Adds a note to the selected project
Create task
Creates a new task in the selected project
Add timeslip
Adds a timeslip to a task
Add estimate item
Adds a new item to an existing estimate
Create invoice
Creates a new invoice
Create contact
Creates a new contact
Create project
Creates a new project
Create expenses
Creates a new expenses
Create estimate
Creates a new estimate
Add invoice item
Adds a new item to an existing invoice
Add note to contact
Adds a note to the selected contact
Create credit note
Creates a new credit note
Create journal set
Creates a new journal set
Update credit note status
Updates the status of an existing credit note using credit note ID
Email an invoice
Sends an existing invoice by invoice ID
Update task
Updates the details of an existing task
Update estimate status
Updates the status of an existing estimate by ID
Update contact
Updates details of the selected contact
Convert to credit note
Convert a draft negative invoice to a credit note
Fetch invoice
Fetches details of the exisiting invoice by ID
Fetch contact
Fetches details of the selected contact
Create project
Creates a new project
Create user
Creates a new user
Create booking
Creates a new booking
Create client
Creates a new client
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 Teambook?
Teambook is a real-time visual planning web application that provides features such as project tracking, unit booking, performance analysis, and more.
Similar apps
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Logic
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Custom functions
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
