Integrate FreeAgent with Todoist
Send information between FreeAgent and Todoist automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new project in Todoist each time a new project is initiated in FreeAgent
Enable efficient tracking and reporting of projects by creating a new project in your task management tool. This flow will start a new project in Todoist whenever a new project is launched in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in Todoist.
Set up a new project in Todoist each time a new project is initiated in FreeAgent
FreeAgent + Todoist
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Supported triggers and actions
Integrate FreeAgent and Todoist using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Price list item created
Triggers when a new price list item is created
Contact created
Triggers when a new contact is created
Timeslip created
Triggers when a new timeslip is created
Bill created
Triggers when a new bill is created
Invoice created
Triggers when a new invoice is created in the selected project
Project note added
Triggers when a new note is added for the selected project
Estimate created
Triggers when a new estimate is created in the selected project
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
New project
Triggers when a new project is created
New task
Triggers when a new task is created
Completed task
Triggers when the task is completed in specific project
New section
Triggers when a new section is created in a project
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Add note to project
Adds a note to the selected project
Create credit note
Creates a new credit note
Create invoice
Creates a new invoice
Create estimate
Creates a new estimate
Create bill
Creates a new bill
Add estimate item
Adds a new item to an existing estimate
Add note to contact
Adds a note to the selected contact
Create expenses
Creates a new expenses
Add timeslip
Adds a timeslip to a task
Add invoice item
Adds a new item to an existing invoice
Create task
Creates a new task in the selected project
Create project
Creates a new project
Create journal set
Creates a new journal set
Convert to credit note
Convert a draft negative invoice to a credit note
Email an invoice
Sends an existing invoice by invoice ID
Update contact
Updates details of the selected contact
Update task
Updates the details of an existing task
Update estimate status
Updates the status of an existing estimate by ID
Update credit note status
Updates the status of an existing credit note using credit note ID
Fetch timeslip
Fetches the details of a timeslip by ID
Fetch project
Fetches the details of a project by ID
Fetch invoice
Fetches details of the exisiting invoice by ID
Fetch contact
Fetches details of the selected contact
Fetch task
Fetches the details of a task by ID
Fetch user
Fetches the details of a user by ID
Add comment to project
Adds a comment to a project
Create task
Creates a new task
Add comment to task
Adds a comment to specific task
Create project
Creates a new project
Invite user to workspace
Invites a user to the workspace
Archive project
Archives an existing project
Mark task as incomplete
Marks a task as incomplete
Move task
Moves a task to a different project or section
Update project
Updates the details of an existing project by ID
Mark task as completed
Marks a task as completed
Update task
Update an existing task by ID
Fetch user
Fetch the details of existing user by email address
Fetch task
Fetch the details of an existing task by ID
Fetch label
Fetch the details of label by name
Fetch project
Fetch the details of an existing project by name or ID
Fetch section
Fetch the details of an existing section by name
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 Todoist?
Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity.
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Webhook triggers
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Logic
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Custom functions
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