Integrate Signaturit with FreeAgent

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

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Supported triggers and actions

Integrate Signaturit and FreeAgent using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New signed document

Triggers when a document has been signed

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

Send reminder

Sends a signature request reminder

Create certified email

Creates a new certified email request

Create contact

Creates a new contact

Create templated signature request

Creates a signature request from a template

Cancel signature request

Cancels a signature request

Fetch signature request by ID

Fetches the details of an existing signature request using ID

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 Signaturit?

Signaturit is an electronic signature management software that allows users to send, sign, and store their contracts and documents securely.

Signature

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

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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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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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