Integrate FreeAgent with PartnerStack
Send information between FreeAgent and PartnerStack automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate FreeAgent and PartnerStack using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Price list item created
Triggers when a new price list item is created
Contact created
Triggers when a new contact is created
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
Timeslip created
Triggers when new timeslip is created
Invoice created
Triggers when a new invoice is created in the selected project
Project created
Triggers when a new project is created
Bill created
Triggers when a new bill is created
Task created
Triggers when a new task is created
User created
Triggers when a new user is created
Partner event occurred
Triggers when a partnership is created, updated, or deleted
Lead event occurred
Triggers when a lead is created, updated, closed, approved, or declined
Customer event occurred
Triggers when a customer is created, updated, or deleted
Transaction event occurred
Triggers when a transaction is created or deleted
Offer event occurred
Triggers when an offer is created, updated, or deleted
Reward event occurred
Triggers when a reward is created, updated, restored, or declined
Deal event occurred
Triggers when a new deal is created, or when the amount, stage, or close date of a deal is updated
All Actions - Actions are the automated tasks
Create estimate
Creates a new estimate
Create expenses
Creates a new expenses
Create journal set
Creates a new journal set
Create credit note
Creates a new credit note
Create project
Creates a new project
Create contact
Creates a new contact
Add timeslip
Adds a timeslip to a task
Create task
Creates a new task in the selected project
Add note to contact
Adds a note to the selected contact
Add invoice item
Adds a new item to an existing invoice
Create invoice
Creates a new invoice
Add estimate item
Adds a new item to an existing estimate
Add note to project
Adds a note to the selected project
Create bill
Creates a new bill
Update estimate status
Updates the status of an existing estimate by ID
Update task
Updates the details of an existing task
Convert to credit note
Convert a draft negative invoice to a credit note
Update contact
Updates details of the selected contact
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
Fetch contact
Fetches details of the selected contact
Fetch invoice
Fetches details of the exisiting invoice by ID
Create activity
Creates an activity for a partner or customer
Create customer
Creates a new customer
Create partner
Creates a new partner
Create transaction
Creates a new transaction
Update partner
Update the details of an existing partner
Update customer
Updates the details of an existing customer
Fetch partner
Fetches the details of an existing partner by email address or key
Fetch customer
Fetches the details of an existing customer by email address or key
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
What is PartnerStack?
PartnerStack is a growth automation platform that helps you automatically incentivize and reward partners like resellers, consultants, and ambassadors. You can create custom referral links and company pages, send email campaigns, and track the performance of your partners with detailed analytics.
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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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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
