Integrate Clientify with FreeAgent
Send information between Clientify and FreeAgent automatically, without writing any code, using Zoho Flow.
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Generate an estimate within your FreeAgent automatically, When a new deal is created in Clientify
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will automatically generate an estimate within your FreeAgent whenever a new deal is created in Clientify.
How it works
- The flow triggers when a new deal is created in Clientify.
- Zoho Flow creates a new estimate in FreeAgent.
Generate an estimate within your FreeAgent automatically, When a new deal is created in Clientify
Clientify + FreeAgent
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Supported triggers and actions
Integrate Clientify and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Task created
Triggers when a new task is created
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Estimate updated
Triggers when an estimate is updated
Invoice updated
Triggers when an invoice is updated
Price list item created
Triggers when a new price list item is created
Bill updated
Triggers when the details of a bill are updated
Contact created
Triggers when a new contact is created
Estimate created
Triggers when a new estimate is created in the selected project
Timeslip created
Triggers when a new timeslip is created
Invoice created
Triggers when a new invoice is created in the selected project
Task created
Triggers when a new task is created
Bill created
Triggers when a new bill is created
Task updated
Triggers when a task is updated
Timeslip updated
Triggers when a timeslip is updated
Project created
Triggers when a new project is created
Contact updated
Triggers when a contact is updated
Project note added
Triggers when a new note is added for the selected project
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create task
Creates a new task
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch task
Fetches the details of an existing task using ID
Fetch company
Fetches the details of an existing company using ID
Fetch user
Fetches the details of an existing user using ID
Add note to contact
Adds a note to the selected contact
Add estimate item
Adds a new item to an existing estimate
Add note to project
Adds a note to the selected project
Create bill
Creates a new bill
Create journal set
Creates a new journal set
Create project
Creates a new project
Create task
Creates a new task in the selected project
Add invoice item
Adds a new item to an existing invoice
Add timeslip
Adds a timeslip to a task
Create expenses
Creates a new expenses
Create invoice
Creates a new invoice
Create credit note
Creates a new credit note
Create estimate
Creates a new estimate
Create contact
Creates a new contact
Convert to credit note
Convert a draft negative invoice to a credit note
Update task
Updates the details of an existing task
Update estimate status
Updates the status of an existing estimate by ID
Email an invoice
Sends an existing invoice by invoice ID
Update contact
Updates details of the selected contact
Update credit note status
Updates the status of an existing credit note using credit note ID
Fetch user
Fetches the details of a user by ID
Fetch task
Fetches the details of a task by ID
Fetch contact
Fetches details of the selected contact
Fetch invoice
Fetches details of the exisiting invoice by ID
Fetch project
Fetches the details of a project by ID
Fetch timeslip
Fetches the details of a timeslip by ID
What is Clientify?
Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, and more.
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.
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.
Learn more >Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.
Greg Szabo
Operations Manager, Syncify
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time.
Siddharth Ahuja
CEO, Yellow Africa
Zoho Flow has automated all my manual work and helped me reinvest in my business. It ensures all my data is consistent and accurate across all my apps and helps me offer a uniform customer experience. Using Zoho Flow, I'm saving 180 hours and over $10,000/year. It has ensured I can easily scale my business at any time.
Frank Cowell
Founder and CEO, Syncify
