Integrate Outseta with FreeAgent
Send information between Outseta and FreeAgent automatically, without writing any code, using Zoho Flow.
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Generate an estimate within your FreeAgent automatically, When a new deal is created in Outseta
Generate estimates instantly when a deal is created in your subscription platform, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your FreeAgent when a new deal is created in Outseta.
How it works
- The flow triggers when a new deal is created in Outseta.
- Zoho Flow creates a new estimate in FreeAgent.
Generate an estimate within your FreeAgent automatically, When a new deal is created in Outseta
Outseta + FreeAgent
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Supported triggers and actions
Integrate Outseta and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Case created
Triggers when a new case created
Person created
Triggers when a new person is added
Deal created
Triggers when a new deal is created
Account created
Triggers when a new account 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 deal
Creates a new deal
Create person
Creates a new person
Create case
Creates a new case
Create account
Creates a new account with a new person
Update deal
Updates the details of an existing deal
Fetch people details
Fetches the details of the specified people
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 Outseta?
Outseta is the only all-in-one platform integrating subscription billing, email marketing, support, CRM, and reporting tools that reduces costs, maintenance, and helps SaaS start-ups grow faster.
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.
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Learn more >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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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. 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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