FreeAgent

Use Zoho Flow to integrate FreeAgent with 650+ apps without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect FreeAgent with your apps and move data seamlessly

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

Explore prebuilt FreeAgent integration flows to get started

Create MailChimp subscribers for new contacts in FreeAgent

Use this flow

Log new FreeAgent invoices in Zoho Sheet

Use this flow

Copy Zoho CRM contacts to FreeAgent

Use this flow
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    Zoho Sheet

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    Zoho CRM

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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

Task created

Triggers when a new task is created

Project created

Triggers when a new project is created

Estimate created

Triggers when a new estimate is created in the selected project

Project note added

Triggers when a new note is added for the selected project

Invoice created

Triggers when a new invoice is created in the selected project

Price list item created

Triggers when a new price list item is created

Contact created

Triggers when a new contact is created

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All Actions - Action are the automated tasks

Add invoice item

Adds a new item to an existing invoice

Create project

Creates a new project

Create journal set

Creates a new journal set

Create task

Creates a new task in the selected project

Create estimate

Creates a new estimate

Create contact

Creates a new contact

Create bill

Creates a new bill

Create invoice

Creates a new invoice

Create expenses

Creates a new expenses

Create credit note

Creates a new credit note

Add note to project

Adds a note to the selected project

Add estimate item

Adds a new item to an existing estimate

Add note to contact

Adds a note to the selected contact

Update credit note status

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

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 task

Updates the details of an existing task

Fetch contact

Fetches details of the selected contact

Fetch invoice

Fetches details of the exisiting invoice by ID

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    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

    Testimonial

    Julien GranjeanCEO, iDAYit

    “We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.”

    Watch Zoho Flow in action