Integrate Excel with FreeAgent
Send information between Excel and FreeAgent automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Excel and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Worksheet added
Triggers when a new worksheet is added to the selected workbook
Row added
Triggers when a new row is added to the bottom of the selected worksheet
Row added in table
Triggers when a new row is added to the bottom of the selected table
Row added in Team Drive
Triggers when a new row is added to a spreadsheet in Team Drive
Row added in site
Triggers when a new row is added to a spreadsheet in site
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
Update row in site
Updates the details of an existing row in an excel sheet from your site
Add row to table
Adds a new row to the bottom of the selected table
Add row in Team Drive
Adds a new row to the selected spreadsheet in your Team Drive
Add row
Adds a new row to the bottom of the selected worksheet
Add row in site
Adds a new row to the selected spreadsheet in your site
Update row in TeamDrive
Updates the details of an existing row in an excel sheet from your Team Drive
Update row
Updates the details of an existing row
Find row in site
Finds a row from a spreadsheet in your site
Find row
Finds a row based on column value
Find row in Team Drive
Finds a row from a spreadsheet in your Team Drive
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 Excel?
Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.
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.
Learn more >
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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
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
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
