Integrate Myphoner with FreeAgent

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

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Supported triggers and actions

Integrate Myphoner and FreeAgent using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New call back

Triggers when a lead is marked for call back

Archived lead

Triggers when a lead is archived

Lead lost

Triggers when a lead is marked as loser

Lead won

Triggers when a lead is marked as winner

Contact created

Triggers when a new contact 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

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

Project created

Triggers when a new project is created

Timeslip created

Triggers when new timeslip is created

User created

Triggers when a new user is created

Bill created

Triggers when a new bill is created

Task created

Triggers when a new task is created

All Actions - Actions are the automated tasks

Create lead

Creates a new lead

Update lead

Updates the details of an existing lead

Mark lead as winner

Marks the specified lead as winner

Mark lead as loser

Marks the specified lead as loser

Mark lead for call back

Marks the specified lead for a call back

Fetch invoice

Fetches details of the exisiting invoice by ID

Create expenses

Creates a new expenses

Create estimate

Creates a new estimate

Create credit note

Creates a new credit note

Create journal set

Creates a new journal set

Create contact

Creates a new contact

Create project

Creates a new project

Create task

Creates a new task in the selected project

Add timeslip

Adds a timeslip to a task

Add invoice item

Adds a new item to an existing invoice

Add note to contact

Adds a note to the selected contact

Add estimate item

Adds a new item to an existing estimate

Create invoice

Creates a new invoice

Create bill

Creates a new bill

Add note to project

Adds a note to the selected project

Update task

Updates the details of an existing task

Update estimate status

Updates the status of an existing estimate by ID

Update contact

Updates details of the selected contact

Convert to credit note

Convert a draft negative invoice to a credit note

Update credit note status

Updates the status of an existing credit note using credit note ID

Email an invoice

Sends an existing invoice by invoice ID

Fetch contact

Fetches details of the selected contact

What is Myphoner?

Myphoner is cold call tracking software with lead tracking, flexible sales pipeline, and customizable reports.

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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