Integrate FreeAgent with Pivotal Tracker
Send information between FreeAgent and Pivotal Tracker automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new project in Pivotal Tracker each time a new project is initiated in FreeAgent
Enable efficient tracking and reporting of projects by creating a new project in your project management tool. This flow will start a new project in Pivotal Tracker whenever a new project is launched in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in Pivotal Tracker.
Set up a new project in Pivotal Tracker each time a new project is initiated in FreeAgent
FreeAgent + Pivotal Tracker
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Supported triggers and actions
Integrate FreeAgent and Pivotal Tracker using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Project created
Triggers when a new project is created
Story created
Triggers when a new story is created in the selected project
Activity registered in tracker
Triggers when a new activity is registered in the tracker
All Actions - Actions are the automated tasks
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
Create project
Creates a new project
Create story
Creates a new story in the selected project
Fetch label
Fetches a label by its name
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.
What is Pivotal Tracker?
Pivotal Tracker is a project management tool for developers. You can customize notifications; follow up on every event in a project's history; organize with tasks, labels, and workspaces; and even share files.
Build comprehensive workflows using
Webhook triggers
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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 >We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
Mattias Johansson
CEO, Syncify
Our business is built on diverse technologies, and Zoho Flow is an integral asset that helps us expand and enhance our integrations, boosting the efficiency of our end-to-end operations.
Mickey Blayvas
Founder and CEO, Master Liveaboards
Working with Zoho Flow has helped us reduce low-value tasks, expand the reach of our communications, and increase our revenue. We know there's still a lot of work and potential with Zoho Flow, and we look forward to continuing to explore it.
Manon Chamand
Administrative Director, Barings Law
