Integrate Zoho CRM with FreeAgent
Send information between Zoho CRM and FreeAgent automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Copy Zoho CRM contacts to FreeAgent
How it works
Copy Zoho CRM contacts to FreeAgent
Zoho CRM + FreeAgent
Create an invoice in FreeAgent for recently won deals in Zoho CRM
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in FreeAgent each time a deal is won in Zoho CRM.
How it works
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow adds a new item to an existing invoice in FreeAgent.
Create an invoice in FreeAgent for recently won deals in Zoho CRM
Zoho CRM + FreeAgent
Build your own integrations between Zoho CRM and FreeAgent
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Supported triggers and actions
Integrate Zoho CRM and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Updated module entry
Triggers when an entry is updated in the selected module
New user
Triggers when a new user is created
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Updated deal
Triggers when an existing deal is updated
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
All Actions - Actions are the automated tasks
Send email template
Sends an email to the specified users
Raise signal
Raises a signal to Zoho CRM
Update module entry
Updates the specified module entry
Add user
Adds a new user
Convert lead to contact
Converts a lead to a contact
Un-enroll cadence
Un-enrolles a record from the cadence
Add note
Adds a note to the selected module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Add tags
Adds tags to the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Remove tags
Removes tags from the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Update related module entry
Relates an entry in this module with an entry in another module
Enroll cadence
Enrolls an existing record to a cadence
Draft email
Drafts an email for the selected record
Update user
Updates the details of an existing user based on user ID
Fetch email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch account
Fetches an account by its name or unique ID
Fetch inventory template
Fetches an inventory template using ID
Clone module entry
Clones an existing module entry
Fetch user
Fetches the details of an existing user by name or email address
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch lead
Fetches a lead by email address or unique ID
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
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
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
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.
Similar apps
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.
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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.
Learn more >We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
