Integrate FreeAgent with 900+ 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

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Copy Zoho CRM contacts to FreeAgent

Each time a new contact is added in Zoho CRM, the flow adds a corresponding contact in FreeAgent. That way, you can keep your accounting software updated, automatically.

How it works

1. A new contact is added in Zoho CRM. 

2. Zoho Flow creates a corresponding contact in FreeAgent.

Use this flow
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Copy Zoho CRM contacts to FreeAgent

FreeAgent + Zoho CRM

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Create MailChimp subscribers for new contacts in FreeAgent

This flow adds a new contact in FreeAgent each time a subscriber is added in MailChimp, so you can easily nurture them for further sales.

How it works

1. A new contact is added in FreeAgent. 

2. Zoho Flow creates a subscriber in MailChimp.

Use this flow
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Create MailChimp subscribers for new contacts in FreeAgent

FreeAgent + Mailchimp

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Log new FreeAgent invoices in Zoho Sheet

This flow adds a new row in Zoho Sheet each time an invoice is created in FreeAgent, helping you consolidate the details of all your orders into a single document.

How it works

1. An invoice is created in FreeAgent.

2. Zoho Flow adds a new row in Zoho Sheet.

Use this flow
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Log new FreeAgent invoices in Zoho Sheet

FreeAgent + Zoho Sheet

Build your own FreeAgent integrations

Connect FreeAgent with over 900+ 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

Project created

Triggers when a new project is created

Bill created

Triggers when a new bill is created

Invoice created

Triggers when a new invoice is created in the selected project

Contact created

Triggers when a new contact 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

Price list item created

Triggers when a new price list item is created

User created

Triggers when a new user is created

Task created

Triggers when a new task is created

All Actions - Actions are the automated tasks

Create journal set

Creates a new journal set

Add invoice item

Adds a new item to an existing invoice

Add note to contact

Adds a note to the selected contact

Create expenses

Creates a new expenses

Create estimate

Creates a new estimate

Create contact

Creates a new contact

Create project

Creates a new project

Add estimate item

Adds a new item to an existing estimate

Create invoice

Creates a new invoice

Create task

Creates a new task in the selected project

Create bill

Creates a new bill

Add note to project

Adds a note to the selected project

Create credit note

Creates a new credit note

Update task

Updates the details of an existing task

Update estimate status

Updates the status of an existing estimate by ID

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

Update contact

Updates details of the selected contact

Convert to credit note

Convert a draft negative invoice to a credit note

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.

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.

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 >

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

Louis Castellano

CEO, Lakeside CNC Group

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.

Julien Granjean

CEO, iDAYit

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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