Integrate FreeAgent with Basecamp 2
Send information between FreeAgent and Basecamp 2 automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Basecamp 2 whenever a new project is created in FreeAgent
Reduce discrepancies between online accounting software and project management software by auto-syncing project details. This flow will set up a new project in Basecamp 2 each time a new project is initiated in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in Basecamp 2.
Create a new project in Basecamp 2 whenever a new project is created in FreeAgent
FreeAgent + Basecamp 2
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Supported triggers and actions
Integrate FreeAgent and Basecamp 2 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Bill created
Triggers when a new bill is created
Price list item created
Triggers when a new price list item is created
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
User created
Triggers when a new user is created
Timeslip created
Triggers when a new timeslip is created
Estimate created
Triggers when a new estimate is created in the selected project
Invoice created
Triggers when a new invoice is created in the selected project
Project created
Triggers when a new project is created
Project note added
Triggers when a new note is added for the selected project
New to-do item
Triggers when a new to-do item is added to the selected list
New project
Triggers when a new project is created
New global activity
Triggers when there is an activity in any project
New calendar
Triggers when a new calendar is created
New comment
Triggers when a new comment is added
New project template
Triggers when a new project template is created
Updated to-do
Triggers when an existing to-do is updated
New calendar event in calendar
Triggers when a new event is created in the selected calendar
New file
Triggers when a new file is added in the selected project
New message
Triggers when an new message is added in a project.
New activity
Triggers when there is an activity in the selected project
New text document
Triggers when a new text document is added to the selected project
New to-do list
Triggers when a new to-do list is created
New person
Triggers when a new person is added in the selected account
New calendar event in project
Triggers when a new event is created in the selected project
New topic
Triggers when a new topic is created
Updated person
Triggers when the details of an existing person are updated
All Actions - Actions are the automated tasks
Create credit note
Creates a new credit note
Add note to project
Adds a note to the selected project
Create bill
Creates a new bill
Create invoice
Creates a new invoice
Add estimate item
Adds a new item to an existing estimate
Create estimate
Creates a new estimate
Create expenses
Creates a new expenses
Add note to contact
Adds a note to the selected contact
Add invoice item
Adds a new item to an existing invoice
Add timeslip
Adds a timeslip to a task
Create task
Creates a new task in the selected project
Create project
Creates a new project
Create contact
Creates a new contact
Create journal set
Creates a new journal set
Update estimate status
Updates the status of an existing estimate by ID
Update task
Updates the details of an existing task
Email an invoice
Sends an existing invoice by invoice ID
Update credit note status
Updates the status of an existing credit note using credit note ID
Convert to credit note
Convert a draft negative invoice to a credit note
Update contact
Updates details of the selected contact
Fetch project
Fetches the details of a project by ID
Fetch timeslip
Fetches the details of a timeslip by ID
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
Create project
Creates a new project
Create project from template
Creates a new project from the selected template
Grant access to project
Grants access to the selected project for the specified email
Create message
Creates a new message
Create calendar event in calendar
Creates a new event in the selected calendar
Create to-do list
Creates a new to-do list
Create to-do
Creates a new to-do item in the selected list
Update to-do
Updates an existing to-do
Create calendar event in project
Creates a new calendar event in the selected project
Create document
Creates a new document
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 Basecamp 2?
Basecamp 2 is project management software. You can add unlimited users, manage multiple projects, and track all project communication at one place.
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