Integrate Podio with FreeAgent
Send information between Podio and FreeAgent automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Podio and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Workspace
Triggers when a new workspace is created
New Organization
Triggers when a new organization is created
New Application
Triggers when a new app is created in the selected workspace
Update Item
Triggers when an existing item is updated
New Item
Triggers when a new item is created
New Task
Triggers when a new task is created in the selected workspace
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 Task
Creates a new task
Create Status
Creates a new status in the selected workspace
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 Podio?
Podio is a teamwork platform that helps you manage projects and teams. You can create tasks, share files, customize calendars, and collaborate with social activity streams.
Similar apps
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
Build comprehensive workflows using
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
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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We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
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Head of Operations, AAA Band Rentals
