Integrate FreeAgent with MaintainX

Send information between FreeAgent and MaintainX automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate FreeAgent and MaintainX using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Timeslip created

Triggers when new timeslip 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

Contact created

Triggers when a new contact is created

Price list item created

Triggers when a new price list item is created

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

Invoice created

Triggers when a new invoice is created in the selected project

Project created

Triggers when a new project is created

Part quantity updated

Triggers when the details of an existing part quantity is updated

Asset created

Triggers when a new asset is created

Purchase order created

Triggers when a new purchase order is created

New category added to work order

Triggers when a new category is added to a work order

Work request status updated

Triggers when the details of an existing work request status is updated

Work request created

Triggers when a new work request is created

Work order status updated

Triggers when the details of an existing work order status is updated

Location created

Triggers when a new location is created

Work order updated

Tiggers when the details of an existing work order is updated

Work order created

Triggers when a new work order is created

Purchase order status updated

Triggers when the details of an existing purchase order status is updated

Part updated

Triggers when the details of an existing part is updated

Vendor created

Triggers when a new vendor is created

Part created

Triggers when a new part is created

Purchase order updated

Triggers when the details of an existing Purchase order is updated

All Actions - Actions are the automated tasks

Create journal set

Creates a new journal set

Add invoice item

Adds a new item to an existing invoice

Add note to contact

Adds a note to the selected contact

Create task

Creates a new task in the selected project

Create estimate

Creates a new estimate

Create contact

Creates a new contact

Create project

Creates a new project

Create credit note

Creates a new credit note

Create invoice

Creates a new invoice

Create expenses

Creates a new expenses

Add timeslip

Adds a timeslip to a task

Create bill

Creates a new bill

Add note to project

Adds a note to the selected project

Add estimate item

Adds a new item to an existing estimate

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

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 contact

Updates details of the selected contact

Fetch invoice

Fetches details of the exisiting invoice by ID

Fetch contact

Fetches details of the selected contact

Create category

Creates a new category

Create vendor

Creates a new vendor

Create work request portal

Creates a new work request portal

Create work order

Creates a new work order

Create meter

Creates a new meter

Create team

Creates a new team

Create asset

Creates a new asset

Create user

Creates a new user

Create work request

Creates a new work request

Create part

Creates a new part

Create location

Creates a new location

Assign user to team

Creates a new user to team

Create vendor contact

Creates a new vendor contact

Update user

Updates the details of an existing user

Update location

Updates the details of an existing location

Fetch meter by ID

Fetches the details of an existing meter using ID

Fetch user by ID

Fetches the details of an existing user using ID

Fetch work request portal by ID

Fetches the details of an existing work request portal ID

Fetch work order by ID

Fetches the details of an existing work order using ID

Fetch part by ID

Fetches the details of an existing part using ID

Fetch user by email address

Fetches the details of an existing user using email address

Fetch team by ID

Fetches the details of an existing team using ID

Fetch asset by ID

Fetches the details of an existing asset using ID

Fetch vendor by ID

Fetches the details of an existing vendor using ID

Fetch work request by ID

Fetches the details of an existing work request using ID

Fetch vendor contact by ID

Fetches the details of an existing vendor contact using ID

Fetch location by name

Fetches the details of an existing location using name

Fetch category by ID

Fetches the details of an existing category using ID

Fetch location by ID

Fetches the details of an existing location using ID

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.

Accounting

What is MaintainX?

MaintainX is a maintenance and work execution software that enables businesses to track reactive and preventive maintenance, and control daily business operations.

FSM Operations Management

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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Technical Engineer, Master Liveaboards

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