Integrate Omnisend with FreeAgent

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

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Create an invoice in FreeAgent for all new orders placed in Omnisend

Ensure prompt service for your customers with swift order processing and invoicing. This flow will create a new invoice in FreeAgent for new orders placed in Omnisend.

How it works
  1. The flow triggers when a new order is created in Omnisend.
  2. Zoho Flow adds a new item to an existing invoice in FreeAgent.
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Create an invoice in FreeAgent for all new orders placed in Omnisend

Omnisend + FreeAgent

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Supported triggers and actions

Integrate Omnisend and FreeAgent using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Product added

Triggers when a new product is added

Campaign created

Triggers when a new campaign is created

Order created

Triggers when a new order is created

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

All Actions - Actions are the automated tasks

Create or update contact

Creates a new contact or updates an existing contact. This action creates or updates based on email.

Add product

Adds a new product

Create order

Creates a new order

Update product

Updates the details of an existing product

Update order

Updates the details of an existing order

Fetch contact

Fetches the details of an existing contact

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

What is Omnisend?

Omnisend is an ecommerce marketing automation platform. You can provide coupon codes, track abandoned carts, and manage subscribers in segments.

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

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Webhook triggers

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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.

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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

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