Integrate FreeAgent with Zoho Projects

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

Explore prebuilt integration flows to get started

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Create an event in Zoho Projects when a task is created FreeAgent

Link tasks to events for clear assignment and progress tracking. This flow will create an event in Zoho Projects once a task is created in FreeAgent.

How it works
  1. The flow triggers when a new task is created in FreeAgent.
  2. Zoho Flow creates a new event in Zoho Projects.
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Create an event in Zoho Projects when a task is created FreeAgent

FreeAgent + Zoho Projects

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Create a new project in Zoho Projects whenever a new project is created in FreeAgent

Enable seamless tracking and reporting by auto-creating projects in your project management software from online accounting software. This flow will start a new project in Zoho Projects whenever a new project is launched in FreeAgent.

How it works
  1. The flow triggers when a new project is created in FreeAgent.
  2. Zoho Flow creates a new project in Zoho Projects.
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Create a new project in Zoho Projects whenever a new project is created in FreeAgent

FreeAgent + Zoho Projects

Build your own integrations between FreeAgent and Zoho Projects

Connect FreeAgent and Zoho Projects with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate FreeAgent and Zoho Projects using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

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

Timeslip created

Triggers when a new timeslip is created

Project created

Triggers when a new project is created

Project note added

Triggers when a new note is added for the selected project

Event created

Triggers when a new event is created in the portal

Issue comment added

Triggers when a new comment is added to an issue

Task completed

Triggers when a task is marked as completed in the portal

Issue submitted

Triggers when a new issue is submitted in the portal

Updated task

Triggers when a task is updated in the portal

Task created in layout

Triggers when a new task is created in a specific layout

Task comment added

Triggers when a new comment is added to a task

Milestone updated in project

Triggers when a milestone is updated in a specific project

Task created in project

Triggers when a new task is created in a specific project

Task completed in project

Triggers when a task is marked as completed in a specific project

Milestone completed

Triggers when a milestone is marked as completed in the portal

Task created

Triggers when a new task is created in the portal

Task list completed

Triggers when a task list is completed

Updated task in layout

Triggers when a task is updated in a specific layout

Issue submitted in project

Triggers when a new issue is submitted in a specific project

Milestone updated

Triggers when a milestone is updated in the portal

Project updated

Triggers when a project's details are updated

Issue updated

Triggers when the details of an issue are updated in the portal

Task list created in project

Triggers when new task list is created

Milestone completed in project

Triggers when a milestone is marked as completed in a specific project

Project created

Triggers when a new project is created in the portal

Updated task in project

Triggers when a task is updated in a specific project

Project comment added

Triggers when a new comment is added to a project

Issue updated in project

Triggers when the details of an issue are updated in a specific project

Milestone created

Triggers when a new milestone is created in the portal

Milestone created in project

Triggers when a new milestone is created in a specific project

All Actions - Actions are the automated tasks

Add timeslip

Adds a timeslip to a task

Add estimate item

Adds a new item to an existing estimate

Add note to contact

Adds a note to the selected contact

Create journal set

Creates a new journal set

Add invoice item

Adds a new item to an existing invoice

Create task

Creates a new task in the selected project

Create expenses

Creates a new expenses

Create invoice

Creates a new invoice

Create contact

Creates a new contact

Add note to project

Adds a note to the selected project

Create project

Creates a new project

Create estimate

Creates a new estimate

Create bill

Creates a new bill

Create credit note

Creates a new credit note

Update credit note status

Updates the status of an existing credit note using credit note ID

Update contact

Updates details of the selected contact

Update task

Updates the details of an existing task

Convert to credit note

Convert a draft negative invoice to a credit note

Update estimate status

Updates the status of an existing estimate by ID

Email an invoice

Sends an existing invoice by invoice ID

Fetch contact

Fetches details of the selected contact

Fetch timeslip

Fetches the details of a timeslip by ID

Fetch project

Fetches the details of a project by ID

Fetch task

Fetches the details of a task by ID

Fetch user

Fetches the details of a user by ID

Fetch invoice

Fetches details of the exisiting invoice by ID

Create project

Creates a new project in the portal

Add comment in project

Adds a new comment to an existing project

Add client user to company

Adds a new client user to the company

Add client user to project

Adds a new client user to a specific project

Create time log for task

Creates a time log entry for an existing task

Create issue time log

Creates a time log entry for an existing issue

Create milestone

Creates a new milestone in a project

Create issue in layout

Creates a new issue in a project under a specific layout

Create general time log

Creates a general time log entry for the portal

Create task in layout

Creates a new task in a project under a specific layout

Add comment in task

Adds a new comment to an existing task

Add followers to task

Adds the specified users as followers to a task

Create task list

Creates a new task list in a project

Associate client company to a project

Associates an existing client company with a specific project

Create tag

Creates a new tag in the portal

Create customer

Creates a new customer in the portal

Create task

Creates a new task in a project

Add user to portal

Adds a new user to the portal

Create event

Creates a new event in the portal

Add comment in issue

Adds a new comment to an existing issue

Add user to project

Adds a new user to a specific project

Create issue

Creates a new issue in a project

Approve time log

Approves a general time log entry

Update milestone

Updates the details of an existing milestone by ID

Update project

Updates the details of an existing project by ID

Update time log

Updates the details of an existing general time log

Update task

Updates the details of an existing task by ID

Update task time log

Updates the details of an existing task time log

Update issue in layout

Updates the details of an existing issue by ID under a specific layout

Update task list

Updates the details of an existing task list by ID

Approve task timelog

Approves a time log entry for a task

Update customer

Updates the details of an existing customer

Update task in layout

Updates the details of an existing task by ID under a specific layout

Approve issue timelog

Approves a time log entry for an issue

Update issue timelog

Updates the details of an existing issue time log entry

Update issue

Updates the details of an existing issue by ID

Fetch task by search term

Fetches the details of an existing task matching a search term like key or name

Fetch task in project

Fetches the details of an existing task in a specific project

Fetch customer

Fetches the details of an existing customer

Fetch issue in project

Fetches the details of an existing issue in a project

Fetch user in portal

Fetches the details of a user by ID or email in portal

Fetch project by ID

Fetches the details of an existing project by its ID

Fetch project by search term

Fetches the details of an existing project matching a search term like name or key

Fetch milestone by ID

Fetches the details of an existing milestone by its ID

Fetch option

Fetches the available options for a specific field

Fetch CRM deals

Fetches the CRM deals associated with a project

Fetch task list

Fetches the details of an existing task list

Fetch team

Fetches the details of an existing team in the portal

Fetch tag

Fetches the details of an existing tag

Fetch time log

Fetches the details of an existing time log entry by the start end date time, project, owner and billing type

Fetch customer in a project

Fetches the details of all customer associated with a specific project

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

What is Zoho Projects?

Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.

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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