Use Zoho Flow to integrate FreeAgent with 600+ apps without writing code. Automate any tasks that keep you away from what you do best.


Connect FreeAgent with your apps and move data seamlessly



Automate redundant manual tasks and save your precious time and effort



Orchestrate your business process by integrating the apps you use efficiently


Explore prebuilt FreeAgent integration flows to get started

Copy Zoho CRM contacts to FreeAgent

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Popular integrations

  • Zoho CRM

    Zoho CRM

    Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads. Category : CRM, Sales Automation, Zoho

FreeAgent supports following 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

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All Actions - Action 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

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Search for 550+ apps

    Visit Flow gallery

    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.

    Categories : Accounting

    What is Zoho Flow?

    Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.

    Access Zoho Flow


    Louis CastellanoCEO, Lakeside CNC Group

    “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.” Know more

    Watch Zoho Flow in action