Integrate FreeAgent with Asana

Send information between FreeAgent and Asana automatically, without writing any code, using Zoho Flow.

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Create a new project in Asana whenever a new project is created in FreeAgent

Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Asana when a new project is established in FreeAgent.

How it works
  1. The flow triggers when a new project is created in FreeAgent.
  2. Zoho Flow creates a new project in the selected team in Asana.
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Create a new project in Asana whenever a new project is created in FreeAgent

FreeAgent + Asana

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Supported triggers and actions

Integrate FreeAgent and Asana 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

Workspace or organization created

Triggers when a new workspace or organization is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Task tagged

Triggers when a task is tagged in the selected project

Task or subtask updated

Triggers when the details of an existing task or subtask are updated

Task completed

Triggers when an existing task is completed

Task or subtask created

Triggers when a new task or subtask is created

User added

Triggers when a new user is added in the selected workspace

Project updated

Triggers when the details of an existing project are updated

Tag added

Triggers when a new tag is added in the selected workspace

Team created

Triggers when a team is created in the selected organization

Task section changed

Triggers when a change is made to a task section

Subtask created

Triggers when a new subtask 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

Duplicate project

Creates a duplicate copy of an existing project with a different name

Create task

Creates a new task in the selected project

Add task to section

Adds a new task to the specified section

Create project from template

Creates a new project from the selected template

Create story

Creates a new story for the specified task

Create project in workspace

Creates a new project in the selected workspace

Create subtask

Creates a new subtask under the specified task

Create project in team

Creates a new project in the selected team

Create task in project

Creates a new task with custom fields in the selected project

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Update task in project

Updates the details (include custom fields) of an existing task

Fetch task in project

Fetches the details (including custom fields) of an existing task in a project by its GID

Fetch user

Fetches the details of an existing user by email

Fetch task

Fetches a task by its GID

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

What is Asana?

Asana is a team collaboration platform that let teams track their work with projects, tasks, and subtasks. It also lets you add custom fields, create team pages, set due dates, and more.

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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