Integrate Kizen with FreeAgent
Send information between Kizen and FreeAgent automatically, without writing any code, using Zoho Flow.
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Create an estimate in your FreeAgent when a new deal is created in Kizen
Automate the generation of estimates for new deals in your recruitment software to streamline sales and accounting processes. This flow will prepare an estimate in FreeAgent for a new deal created in your Kizen.
How it works
- The flow triggers when a new deal is created in Kizen.
- Zoho Flow creates a new estimate in FreeAgent.
Create an estimate in your FreeAgent when a new deal is created in Kizen
Kizen + FreeAgent
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Supported triggers and actions
Integrate Kizen and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact added
Triggers when a new contact is added
Form submission made
Triggers when a new submission is received for an existing form
Deal created
Triggers when a new deal is created
Company added
Triggers when a new company is added
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
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create deal
Creates a new deal
Create contact
Creates a new contact
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Update deal
Updates the details of an existing deal
Fetch deal
Fetches the details of an existing deal
Fetch contact
Fetches the details of an existing contact
Fetch company
Fetches the details of an existing company
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
What is Kizen?
Kizen is a cloud-based CRM suite for small and midsize businesses. It offers features such as contact and lead management, form automation, email syncing, business intelligence, and more.
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
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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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