Integrate FreeAgent with 750+ apps
Create business workflows for FreeAgent without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.
Popular FreeAgent workflows
Copy Zoho CRM contacts to FreeAgent
How it works
Copy Zoho CRM contacts to FreeAgent
Zoho CRM + FreeAgent
Build your own FreeAgent integrations
Connect FreeAgent with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Build your FreeAgent workflows using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Bill created
Triggers when a new bill is created
User created
Triggers when a new user is created
Contact created
Triggers when a new contact is created
Project note added
Triggers when a new note is added for the selected project
Task created
Triggers when a new task is created
Price list item created
Triggers when a new price list item is created
Project created
Triggers when a new project is created
Invoice created
Triggers when a new invoice is created in the selected project
Estimate created
Triggers when a new estimate is created in the selected project
All Actions - Actions are the automated tasks
Create credit note
Creates a new credit note
Create contact
Creates a new contact
Add estimate item
Adds a new item to an existing estimate
Create expenses
Creates a new expenses
Create task
Creates a new task in the selected project
Create journal set
Creates a new journal set
Add note to project
Adds a note to the selected project
Add invoice item
Adds a new item to an existing invoice
Create invoice
Creates a new invoice
Create project
Creates a new project
Create bill
Creates a new bill
Create estimate
Creates a new estimate
Add note to contact
Adds a note to the selected contact
Update contact
Updates details of the selected contact
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
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 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
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.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >First and the foremost benefit is that Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
