

Integrate Sellf with FreeAgent
Send information between Sellf and FreeAgent automatically, without writing any code, using Zoho Flow.
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Create an estimate in your FreeAgent when a new deal is created in Sellf
Generate estimates instantly when a deal is created in your organization software, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your FreeAgent when a new deal is created in Sellf.
How it works
- The flow triggers when a deal enters a specific pipeline stage in Sellf.
- Zoho Flow creates a new estimate in FreeAgent.


Create an estimate in your FreeAgent when a new deal is created in Sellf
Sellf + FreeAgent

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Supported triggers and actions
Integrate Sellf and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New Deal in Pipeline Stage
Triggers when a deal enters a specific pipeline stage

New Deal
Triggers when a new deal is created

New Person
Triggers when a new person is created

New Company
Triggers when a new company is created

Bill created
Triggers when a new bill is created

User created
Triggers when a new user is created

Invoice created
Triggers when a new invoice is created in the selected project

Estimate created
Triggers when a new estimate is created in the selected project

Price list item created
Triggers when a new price list item is created

Project created
Triggers when a new project is created

Contact created
Triggers when a new contact is created

Project note added
Triggers when a new note is added for the selected project

Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks

Fetch Company
Fetches an existing company

Create Deal
Creates a new deal

Create Company
Creates a new company

Create Person
Creates a new person

Fetch Person
Fetches an existing person

Create credit note
Creates a new credit note

Create contact
Creates a new contact

Create journal set
Creates a new journal set

Add note to project
Adds a note to the selected project

Add estimate item
Adds a new item to an existing estimate

Add invoice item
Adds a new item to an existing invoice

Create invoice
Creates a new invoice

Create estimate
Creates a new estimate

Add note to contact
Adds a note to the selected contact

Create expenses
Creates a new expenses

Create task
Creates a new task in the selected project

Create project
Creates a new project

Create bill
Creates a new bill

Update contact
Updates details of the selected contact

Update estimate status
Updates the status of an existing estimate by ID

Update credit note status
Updates the status of an existing credit note using credit note ID

Update task
Updates the details of an existing task

Convert to credit note
Convert a draft negative invoice to a credit note

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
What is Sellf?
Sellf lets you plan events, organize documents, create and manage tasks, and make better decisions with clear reports. You can manage your team, prospects, clients, and time efficiently.
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.
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