

Integrate FreeAgent with Insightful
Send information between FreeAgent and Insightful automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Start a new project in Insightful whenever a new project is launched in FreeAgent
Enable seamless tracking and reporting by auto-creating projects in your workforce analytics platform from online accounting software. This flow will generate a new project in Insightful whenever a new project is created in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in Insightful.


Start a new project in Insightful whenever a new project is launched in FreeAgent
FreeAgent + Insightful

Build your own integrations between FreeAgent and Insightful
Connect FreeAgent and Insightful 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 FreeAgent and Insightful 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

Project created
Triggers when a new project is created

Employee created
Triggers when a new employee is created

Task created
Triggers when a new task is created

Team created
Triggers when a new team 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

Create task
Creates a new task

Create project
Creates a new project

Create team
Creates a new team

Create employee
Creates a new employee

Update task
Updates the details of an existing task

Update project
Updates the details of an existing project

Update team
Updates the details of an existing team

Deactivate employee
Deactivates an existing employee

Update employee
Updates the details of an existing employee

Fetch project
Fetches the details of an existing project using ID

Fetch task
Fetches the details of an existing task using ID

Fetch employee
Fetches the details of an existing employee using ID

Fetch team
Fetches the details of an existing team using 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.
Similar apps
What is Insightful?
Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.
Similar apps
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 >