Integrate Agile CRM with FreeAgent
Send information between Agile CRM and FreeAgent automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate an estimate within your FreeAgent automatically, When a new deal is created in Agile CRM
Generate estimates instantly when a deal is created in your customer relationship management software, fostering efficiency in your sales and accounting processes. This flow will prepare an estimate in FreeAgent for a new deal created in your Agile CRM.
How it works
- The flow triggers when a new deal is created in Agile CRM.
- Zoho Flow creates a new estimate in FreeAgent.
Generate an estimate within your FreeAgent automatically, When a new deal is created in Agile CRM
Agile CRM + FreeAgent
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Supported triggers and actions
Integrate Agile CRM and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
New Deal
Triggers when a new deal is created
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
Add note to contact
Adds a note to an existing contact
Create Deal
Creates a new deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Update Company
Updates the details of an existing Company based on company ID
Update Task
Updates the details of an existing Task based on task ID
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 Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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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.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Owain ap Rees
Sales Director, Artico
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
