Integrate FreeAgent with Todoist

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

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Set up a new project in Todoist each time a new project is initiated in FreeAgent

Enable efficient tracking and reporting of projects by creating a new project in your task management tool. This flow will start a new project in Todoist whenever a new project is launched in FreeAgent.

How it works
  1. The flow triggers when a new project is created in FreeAgent.
  2. Zoho Flow creates a new project in Todoist.
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Set up a new project in Todoist each time a new project is initiated in FreeAgent

FreeAgent + Todoist

Build your own integrations between FreeAgent and Todoist

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Supported triggers and actions

Integrate FreeAgent and Todoist using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Price list item created

Triggers when a new price list item is created

Bill created

Triggers when a new bill is created

Timeslip created

Triggers when a new timeslip is created

Task created

Triggers when a new task is created

Project created

Triggers when a new project is created

Invoice created

Triggers when a new invoice is created in the selected project

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

New section

Triggers when a new section is created in a project

New project

Triggers when a new project is created

New task

Triggers when a new task is created

Completed task

Triggers when the task is completed in specific project

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 timeslip

Adds a timeslip to a task

Create project

Creates a new project

Add note to project

Adds a note to the selected project

Create contact

Creates a new contact

Create invoice

Creates a new invoice

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

Create journal set

Creates a new journal set

Create credit note

Creates a new credit note

Create bill

Creates a new bill

Create estimate

Creates a new estimate

Email an invoice

Sends an existing invoice by invoice ID

Update estimate status

Updates the status of an existing estimate by 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

Update credit note status

Updates the status of an existing credit note using credit note ID

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

Fetch contact

Fetches details of the selected contact

Create project

Creates a new project

Invite user to workspace

Invites a user to the workspace

Add comment to project

Adds a comment to a project

Create task

Creates a new task

Add comment to task

Adds a comment to specific task

Move task

Moves a task to a different project or section

Update project

Updates the details of an existing project by ID

Mark task as completed

Marks a task as completed

Update task

Update an existing task by ID

Archive project

Archives an existing project

Mark task as incomplete

Marks a task as incomplete

Fetch user

Fetch the details of existing user by email address

Fetch task

Fetch the details of an existing task by ID

Fetch label

Fetch the details of label by name

Fetch project

Fetch the details of an existing project by name or ID

Fetch section

Fetch the details of an existing section by 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.

Accounting

What is Todoist?

Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity.

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