Integrate FreeAgent with Easy Projects
Send information between FreeAgent and Easy Projects automatically, without writing any code, using Zoho Flow.
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Initiate a new project in Easy Projects when a new project is established in FreeAgent
Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Easy Projects when a new project is established in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in Easy Projects.
Initiate a new project in Easy Projects when a new project is established in FreeAgent
FreeAgent + Easy Projects
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Supported triggers and actions
Integrate FreeAgent and Easy Projects 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
New activity message
Triggers when a new message is posted in the selected activity
New project
Triggers when a new project is created
New project message
Triggers when a new message is posted in the selected project
Updated project
Triggers when an existing project is updated
New user
Triggers when a new user is created
New project activity
Triggers when a new activity is created in the selected project
New customer
Triggers when a new customer is created
Updated activity
Triggers when an existing activity is updated
New activity
Triggers when a new activity is created
New time log
Triggers when a time log is created
Updated time log
Triggers when an existing time log is updated
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
Create time log
Creates a new time log
Create customer
Creates a new customer
Create activity
Creates a new activity
Post activity message
Posts a new message in an activity
Update user
Updates the details of an existing user
Create User
Creates a new user
Create project
Creates a new project
Post project message
Posts a new message in a project
Update customer
Updates the details of an existing customer
Update activity
Updates an existing activity
Update project
Updates an existing project
Update time log
Updates an existing time log
Fetch time log
Fetches an existing time log by its unique ID
Fetch activity
Fetches an existing activity by its unique ID
Fetch project
Fetches an existing project by its unique ID
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.
What is Easy Projects?
Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.
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CEO, Lakeside CNC Group
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