Integrate FreeAgent with TeamGantt

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

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Set up a new project in TeamGantt each time a new project is initiated in FreeAgent

Enable efficient tracking and reporting of projects by creating a new project in your project management application. This flow will generate a new project in TeamGantt whenever a new project is created in FreeAgent.

How it works
  1. The flow triggers when a new project is created in FreeAgent.
  2. Zoho Flow creates new project in TeamGantt.
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Set up a new project in TeamGantt each time a new project is initiated in FreeAgent

FreeAgent + TeamGantt

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Supported triggers and actions

Integrate FreeAgent and TeamGantt 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

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 company label

Creates a new company label

Create task

Creates new task

Create project

Creates new project

Add checklist item

Creates a new checklist item in the specified task

Update task

Updates the details of an existing task using task ID

Fetch task

Fetches the details of an existing task using task ID or task 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.

Accounting

What is TeamGantt?

TeamGantt is a cloud-based Gantt chart and project management application. It lets you plan, schedule, and manage your projects, and provides you tools such as collaborative Gantt charts, time tracking, file sharing, and more.

Project Management

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Webhook triggers

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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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