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Integrate Excel with FreeAgent
Send information between Excel and FreeAgent automatically, without writing any code, using Zoho Flow.
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Build your own integrations between Excel and FreeAgent
Connect Excel and FreeAgent with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Excel and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Row added in site
Triggers when a new row is added to a spreadsheet in site
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Row added in table
Triggers when a new row is added to the bottom of the selected table
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Row added in Team Drive
Triggers when a new row is added to a spreadsheet in Team Drive
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Worksheet added
Triggers when a new worksheet is added to the selected workbook
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Row added
Triggers when a new row is added to the bottom of the selected worksheet
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Project created
Triggers when a new project is created
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Bill created
Triggers when a new bill is created
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Invoice created
Triggers when a new invoice is created in the selected project
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Contact created
Triggers when a new contact is created
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Project note added
Triggers when a new note is added for the selected project
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Estimate created
Triggers when a new estimate is created in the selected project
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Price list item created
Triggers when a new price list item is created
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User created
Triggers when a new user is created
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Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
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Add row to table
Adds a new row to the bottom of the selected table
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Add row in Team Drive
Adds a new row to the selected spreadsheet in your Team Drive
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Update row in TeamDrive
Updates the details of an existing row in an excel sheet from your Team Drive
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Update row in site
Updates the details of an existing row in an excel sheet from your site
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Add row
Adds a new row to the bottom of the selected worksheet
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Add row in site
Adds a new row to the selected spreadsheet in your site
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Update row
Updates the details of an existing row
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Find row
Finds a row based on column value
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Find row in Team Drive
Finds a row from a spreadsheet in your Team Drive
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Find row in site
Finds a row from a spreadsheet in your site
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Create journal set
Creates a new journal set
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Add invoice item
Adds a new item to an existing invoice
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Add note to contact
Adds a note to the selected contact
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Create expenses
Creates a new expenses
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Create estimate
Creates a new estimate
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Create contact
Creates a new contact
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Create project
Creates a new project
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Add estimate item
Adds a new item to an existing estimate
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Create invoice
Creates a new invoice
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Create task
Creates a new task in the selected project
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Create bill
Creates a new bill
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Add note to project
Adds a note to the selected project
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Create credit note
Creates a new credit note
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Update task
Updates the details of an existing task
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Update estimate status
Updates the status of an existing estimate by ID
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Update credit note status
Updates the status of an existing credit note using credit note ID
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Email an invoice
Sends an existing invoice by invoice ID
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Update contact
Updates details of the selected contact
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Convert to credit note
Convert a draft negative invoice to a credit note
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Fetch invoice
Fetches details of the exisiting invoice by ID
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Fetch contact
Fetches details of the selected contact
What is Excel?
Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.
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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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