Integrate FreeAgent with Zoho Projects
Send information between FreeAgent and Zoho Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an event in Zoho Projects when a task is created FreeAgent
Link tasks to events for clear assignment and progress tracking. This flow will create an event in Zoho Projects once a task is created in FreeAgent.
How it works
- The flow triggers when a new task is created in FreeAgent.
- Zoho Flow creates a new event in Zoho Projects.
Create an event in Zoho Projects when a task is created FreeAgent
FreeAgent + Zoho Projects
Create a new project in Zoho Projects whenever a new project is created in FreeAgent
Enable seamless tracking and reporting by auto-creating projects in your project management software from online accounting software. This flow will start a new project in Zoho Projects 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 Zoho Projects.
Create a new project in Zoho Projects whenever a new project is created in FreeAgent
FreeAgent + Zoho Projects
Build your own integrations between FreeAgent and Zoho Projects
Connect FreeAgent and Zoho Projects with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate FreeAgent and Zoho Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Estimate created
Triggers when a new estimate is created in the selected project
Project note added
Triggers when a new note is added for the selected project
Project created
Triggers when a new project is created
Bill created
Triggers when a new bill is created
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
Contact created
Triggers when a new contact is created
Price list item created
Triggers when a new price list item is created
Milestone completed
Triggers when a milestone is marked as completed in the portal
Project comment added
Triggers when a new comment is added to a project
Task list created in project
Triggers when new task list is created
Milestone completed in project
Triggers when a milestone is marked as completed in a specific project
Updated task in project
Triggers when a task is updated in a specific project
Task completed in project
Triggers when a task is marked as completed in a specific project
Issue updated
Triggers when the details of an issue are updated in the portal
Issue submitted
Triggers when a new issue is submitted in the portal
Task created
Triggers when a new task is created in the portal
Task list completed
Triggers when a task list is completed
Milestone created
Triggers when a new milestone is created in the portal
Updated task in layout
Triggers when a task is updated in a specific layout
Milestone updated in project
Triggers when a milestone is updated in a specific project
Event created
Triggers when a new event is created in the portal
Project updated
Triggers when a project's details are updated
Issue comment added
Triggers when a new comment is added to an issue
Issue submitted in project
Triggers when a new issue is submitted in a specific project
Issue updated in project
Triggers when the details of an issue are updated in a specific project
Project created
Triggers when a new project is created in the portal
Milestone created in project
Triggers when a new milestone is created in a specific project
Task comment added
Triggers when a new comment is added to a task
Task created in project
Triggers when a new task is created in a specific project
Task or subtask updated
Triggers when a task or subtask is updated in the portal
Task created in layout
Triggers when a new task is created in a specific layout
Task completed
Triggers when a task is marked as completed in the portal
Milestone updated
Triggers when a milestone is updated in the portal
Event updated
Triggers when an existing event is updated
All Actions - Actions are the automated tasks
Create invoice
Creates a new invoice
Create credit note
Creates a new credit note
Create bill
Creates a new bill
Create estimate
Creates a new estimate
Create journal set
Creates a new journal set
Create project
Creates a new project
Add note to project
Adds a note to the selected project
Create contact
Creates a new contact
Add timeslip
Adds a timeslip to a task
Create expenses
Creates a new expenses
Create task
Creates a new task in the selected project
Add invoice item
Adds a new item to an existing invoice
Add note to contact
Adds a note to the selected contact
Add estimate item
Adds a new item to an existing estimate
Update credit note status
Updates the status of an existing credit note using credit note ID
Update estimate status
Updates the status of an existing estimate by ID
Email an invoice
Sends an existing invoice by invoice ID
Convert to credit note
Convert a draft negative invoice to a credit note
Update task
Updates the details of an existing task
Update contact
Updates details of the selected contact
Fetch contact
Fetches details of the selected contact
Fetch invoice
Fetches details of the exisiting invoice by ID
Fetch user
Fetches the details of a user by ID
Fetch task
Fetches the details of a task by ID
Fetch project
Fetches the details of a project by ID
Fetch timeslip
Fetches the details of a timeslip by ID
Create event
Creates a new event in the portal
Associate team to a project
Adds a team to an existing project
Create general time log
Creates a general time log entry for the portal
Create task in layout
Creates a new task in a project under a specific layout
Create milestone
Creates a new milestone in a project
Create task or subtask
Creates a new task or subtask in a project
Create time log for task
Records hours worked on a specific task
Create issue in layout
Creates a new issue in a project under a specific layout
Add user to portal
Adds a new user to the portal
Create project
Creates a new project in the portal
Add comment in project
Adds a new comment to an existing project
Create issue
Creates a new issue in a project
Create customer
Creates a new customer in the portal
Add comment in issue
Adds a new comment to an existing issue
Add user to project
Adds a new user to a specific project
Add followers to task
Adds the specified users as followers to a task
Create issue time log
Creates a time log entry for an existing issue
Add client user to company
Adds a new client user to the company
Add client user to project
Adds a new client user to a specific project
Create tag
Creates a new tag in the portal
Create task list
Creates a new task list in a project
Associate client company to a project
Associates an existing client company with a specific project
Create project in layout
Creates a new project in under a specific layout
Add comment in task
Adds a new comment to an existing task
Update issue
Updates the details of an existing issue by ID
Update task in layout
Updates the details of an existing task by ID under a specific layout
Update milestone
Updates the details of an existing milestone by ID
Update project
Updates the details of an existing project by ID
Update task list
Updates the details of an existing task list by ID
Approve task timelog
Approves a time log entry for a task
Update issue timelog
Updates the details of an existing issue time log entry
Update customer
Updates the details of an existing customer
Update project in layout
Updates the details of an existing project by ID under a specific layout
Approve issue timelog
Approves a time log entry for an issue
Update task time log
Updates the details of an existing task time log
Update issue in layout
Updates the details of an existing issue by ID under a specific layout
Update time log
Updates the details of an existing general time log
Update task or subtask
Updates the details of an existing task or subtask by ID
Approve time log
Approves a general time log entry
Fetch time log
Fetches the details of an existing time log entry by the start end date time, project, owner and billing type
Fetch issue in project
Fetches the details of an existing issue in a project
Fetch team
Fetches the details of an existing team in the portal
Fetch tag
Fetches the details of an existing tag
Fetch task list
Fetches the details of an existing task list
Fetch milestone by ID
Fetches the details of an existing milestone by its ID
Fetch CRM deals
Fetches the CRM deals associated with a project
Fetch project by search term
Fetches the details of an existing project matching a search term like name or key
Fetch user in portal
Fetches the details of a user by ID or email in portal
Fetch customer
Fetches the details of an existing customer
Fetch project by ID
Fetches the details of an existing project by its ID
Fetch task by search term
Fetches the details of an existing task matching a search term like key or name
Fetch customer in a project
Fetches the details of all customer associated with a specific project
Fetch task in project
Fetches the details of an existing task by ID in a specific project
Fetch option
Fetches the available options for a specific field
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 Zoho Projects?
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.
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Sales Director, Artico
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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CEO, iDAYit
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Toto
Technical Engineer, Master Liveaboards
