Integrate FreeAgent with WorkMarket
Send information between FreeAgent and WorkMarket automatically, without writing any code, using Zoho Flow.
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Initiate a new project in WorkMarket when a new project is established in FreeAgent
Enable seamless tracking and reporting by auto-creating projects in your freelance management system from online accounting software. This flow will initiate a new project in WorkMarket 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 for the selected client in WorkMarket.
Initiate a new project in WorkMarket when a new project is established in FreeAgent
FreeAgent + WorkMarket
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Supported triggers and actions
Integrate FreeAgent and WorkMarket using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Project note added
Triggers when a new note is added for the selected project
Project created
Triggers when a new project is created
Price list item created
Triggers when a new price list item is created
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
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
New client
Triggers when a new client is created
New assignment
Triggers when a new assignment is created
New project
Triggers when a new project is created
All Actions - Actions are the automated tasks
Add note to contact
Adds a note to the selected contact
Create journal set
Creates a new journal set
Create contact
Creates a new contact
Create credit note
Creates a new credit note
Add estimate item
Adds a new item to an existing estimate
Create project
Creates a new project
Create task
Creates a new task in the selected project
Create expenses
Creates a new expenses
Add note to project
Adds a note to the selected project
Create estimate
Creates a new estimate
Create invoice
Creates a new invoice
Add invoice item
Adds a new item to an existing invoice
Create bill
Creates a new bill
Convert to credit note
Convert a draft negative invoice to a credit note
Update task
Updates the details of an existing task
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
Update contact
Updates details of the selected contact
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 assignment
Creates a new assigment
Add note
Adds a note to the selected assignment
Create client
Creates a new client
Check-in to assignment
Checks in to an assignment on behalf of an assigned worker
Check-out of assignment
Checks out of an assignment on behalf of an assigned worker
Create project
Creates a new project for the selected 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.
What is WorkMarket?
WorkMarket is an online freelance management system. You can post projects, hire professionals, and manage payments for your contractors and freelancers.
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