Integrate Help Scout with FreeAgent
Send information between Help Scout and FreeAgent automatically, without writing any code, using Zoho Flow.
Build your own integrations between Help Scout and FreeAgent
Connect Help Scout and FreeAgent with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Help Scout and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Conversation created
Triggers when a new conversation is created
User created
Triggers when a new user is created
Conversation assigned
Triggers when a conversation is assigned to a specified user
Customer added
Triggers when a new customer is added
Mailbox added
Triggers when a new mailbox is added
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
All Actions - Actions are the automated tasks
Create conversation from customer
Creates a new conversation from a customer
Create customer
Creates a customer if it does not already exist
Create conversation to customer.
Creates a new conversation to a customer from a user
Find customer
Finds customer by email address
Find user
Finds user by email address
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
What is Help Scout?
Help Scout is a help desk software application which provides an email-based customer support platform, knowledge base tool, and search tools for customer service professionals.
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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.
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Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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 was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
