Integrate FreeAgent with TrainerCentral
Send information between FreeAgent and TrainerCentral automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate FreeAgent and TrainerCentral 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
Lesson completed by user
Triggers when a user has completed a lesson
Learner signed up for academy
Triggers when a new learner has signed up for the academy
Form submitted
Triggers when a learner submits entry in the selected form
Course completed
Triggers when a course is completed by an existing learner in the academy
Learner cancels purchase
Triggers when a learner cancels their purchase
Live workshop - Session purchased
Triggers when a learner purchases a session for a live workshop
Live Workshop - Session Completed
Triggers when a learner completes a session for a live workshop
Course enrolled
Triggers when a learner enrolls for a course
Live workshop created
Triggers when a live workshop is created in the academy
Assignment submitted
Triggers when a learner submits a course assignment
Learner renewal pending
Triggers when a learner's payment is pending for a renewal
Live workshop - Learner registered
Triggers when a learner has registered for a live workshop
Ticket purchased
Triggers when a learner has paid for any course ticket in the academy
Live workshop - Learner joined
Triggers when a learner has joined an existing live workshop
Test submitted
Triggers when a learner submits a test
Session reminder activated
Triggers when a session's email reminder is activated.
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 live workshop
Creates a new remote session which can be used to conduct live workshops
Sign up user for school
Signs up the specified user for school
Invite learner to a live workshop
Sends an email inviting a learner to register for a live workshop session
Invite learner to course
Sends an email inviting a learner to join an existing course
Fetch user
Fetches the details of an existing user by email address
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 TrainerCentral?
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Learn more >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
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Head of Operations, AAA Band Rentals
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Toto
Technical Engineer, Master Liveaboards
