

Integrate FreeAgent with Teamwork Projects
Send information between FreeAgent and Teamwork Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Initiate a new project in Teamwork Projects when a new project is established in FreeAgent
Reduce discrepancies between online accounting software and project management software by auto-syncing project details. This flow will set up a new project in Teamwork Projects each time a new project is initiated in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in Teamwork Projects.


Initiate a new project in Teamwork Projects when a new project is established in FreeAgent
FreeAgent + Teamwork Projects

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Supported triggers and actions
Integrate FreeAgent and Teamwork Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Project created
Triggers when a new project is created

Price list item created
Triggers when a new price list item is created

Project note added
Triggers when a new note is added for the selected project

Contact created
Triggers when a new contact is created

Bill created
Triggers when a new bill 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

User created
Triggers when a new user is created

New task
Triggers when a new task is created in the selected project

New milestone
Triggers when a new milestone is created in the selected project

New task list
Triggers when a new task list is created in the selected project

New company
Triggers when a new company is created

New message
Triggers when a new message is created in the selected project

New person in project
Triggers when a new person is added in the selected project

New person
Triggers when a new person is added

New project
Triggers when a new project is created

New time entry
Triggers when a new time entry is created in the selected project
All Actions - Actions are the automated tasks

Create expenses
Creates a new expenses

Add note to project
Adds a note to the selected project

Add note to contact
Adds a note to the selected contact

Create task
Creates a new task in the selected project

Create credit note
Creates a new credit note

Add estimate item
Adds a new item to an existing estimate

Create bill
Creates a new bill

Create contact
Creates a new contact

Create invoice
Creates a new invoice

Add invoice item
Adds a new item to an existing invoice

Create project
Creates a new project

Create estimate
Creates a new estimate

Create journal set
Creates a new journal set

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

Update estimate status
Updates the status of an existing estimate by ID

Convert to credit note
Convert a draft negative invoice to a credit note

Update task
Updates the details of an existing task

Fetch invoice
Fetches details of the exisiting invoice by ID

Fetch contact
Fetches details of the selected contact

Create milestone
Creates a new milestone in the selected project

Add person
Adds a new person

Create project
Creates a new project

Create message
Creates a new message in the selected project

Create time entry
Creates a new time entry in the selected project

Create company
Creates a new company

Create task
Creates a new task in the selected task list

Fetch person
Fetches the details of a person by person ID or email address

Fetch company
Fetches the details of an existing company

Fetch project
Fetches the details of an existing project

Fetch tag
Fetches the details of a tag by ID or name

Fetch task
Fetches the details of an existing task
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.
What is Teamwork Projects?
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.
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