Integrate Calendly with FreeAgent

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

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Supported triggers and actions

Integrate Calendly and FreeAgent using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Event scheduled by invitee for the connected user

Triggers when an invitee schedules an event for the connected user

Event canceled by invitee for the connected user

Triggers when an invitee cancels a scheduled event for the connected user

Event canceled by invitee

Triggers when an invitee cancels a scheduled event

Event scheduled by invitee

Triggers when an invitee schedules an event

Bill created

Triggers when a new bill is created

User created

Triggers when a new user is created

Contact created

Triggers when a new contact is created

Project note added

Triggers when a new note is added for the selected project

Task created

Triggers when a new task is created

Price list item created

Triggers when a new price list item 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

All Actions - Actions are the automated tasks

Invite user

Invites a new user

Create schedule link

Creates a new schedule link

Fetch event

Fetches the details of an existing event using UUID

Fetch invitee by UUID

Fetches the details of an existing invitee using UUID

Create credit note

Creates a new credit note

Create contact

Creates a new contact

Add estimate item

Adds a new item to an existing estimate

Create expenses

Creates a new expenses

Create task

Creates a new task in the selected project

Create journal set

Creates a new journal set

Add note to project

Adds a note to the selected project

Add invoice item

Adds a new item to an existing invoice

Create invoice

Creates a new invoice

Create project

Creates a new project

Create bill

Creates a new bill

Create estimate

Creates a new estimate

Add note to contact

Adds a note to the selected contact

Update contact

Updates details of the selected contact

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

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

Update task

Updates the details of an existing task

Fetch invoice

Fetches details of the exisiting invoice by ID

Fetch contact

Fetches details of the selected contact

What is Calendly?

Calendly is a customizable scheduling app that works on all devices. With features like time zone detection, round robin meeting allocation, and calendar integration, you can make scheduling a simple process.

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

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.

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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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