Integrate FreeAgent with ProWorkflow
Send information between FreeAgent and ProWorkflow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in ProWorkflow whenever a new project is created in FreeAgent
Enable efficient tracking and reporting of projects by creating a new project in your task and workflow management application. This flow will generate a new project in ProWorkflow whenever a new project is created in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in ProWorkflow.
Create a new project in ProWorkflow whenever a new project is created in FreeAgent
FreeAgent + ProWorkflow
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Supported triggers and actions
Integrate FreeAgent and ProWorkflow 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
Message created
Triggers when a new message is added
Project created
Triggers when a new project is added
Task created
Triggers when a new task is added
Quote created
Triggers when a new quote is added
Invoice created
Triggers when a new invoice is added
Company created
Triggers when a new company is added
Invoice updated
Triggers when the details of an existing invoice are edited
Task updated
Triggers when the details of an existing task are updated
Contact created
Triggers when a new contact is added
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
Add project
Creates a new project
Add expense
Creates a new expense
Add invoice
Creates a new invoice
Add company
Creates a new company
Add contact
Creates a new contact
Find project
Fetches the details of an existing project
Find contact
Fetches the details of an existing contact using username or email address
Find company
Fetches the details of an existing company by name or email address
Find invoice
Fetches the details of an existing invoice
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 ProWorkflow?
ProWorkflow is a cloud-based task and workflow management application that helps you assign tasks, track time, schedule projects, and more.
Similar apps
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