Integrate FreeAgent with Insightly
Send information between FreeAgent and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an event in Insightly when a new task is set up in FreeAgent
Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Insightly once a task is created in FreeAgent.
How it works
- The flow triggers when a new task is created in FreeAgent.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a new task is set up in FreeAgent
FreeAgent + Insightly
Initiate a new project in Insightly when a new project is established in FreeAgent
Enable efficient tracking and reporting of projects by creating a new project in your relationship management software. This flow will set up a new project in Insightly each time a new project is initiated in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in Insightly.
Initiate a new project in Insightly when a new project is established in FreeAgent
FreeAgent + Insightly
Build your own integrations between FreeAgent and Insightly
Connect FreeAgent and Insightly with over 900+ 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 Insightly 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 Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Project
Triggers when a new project is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Task
Triggers when a new task 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 Contact
Creates a new contact
Create Lead
Creates a new lead
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Event
Creates a new event
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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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back 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 helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
