Integrate FreeAgent with Outlook

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

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Supported triggers and actions

Integrate FreeAgent and Outlook using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Bill created

Triggers when a new bill is created

Task created

Triggers when a new task is created

User created

Triggers when a new user is created

Timeslip created

Triggers when a new timeslip is created

Estimate created

Triggers when a new estimate is created in the selected project

Invoice created

Triggers when a new invoice is created in the selected project

Project created

Triggers when a new project is created

Project note added

Triggers when a new note is added for the selected project

Price list item created

Triggers when a new price list item is created

Contact created

Triggers when a new contact is created

Task created

Triggers when a new task is added to the selected list

Email received

Triggers when a new email is received

Event created

Triggers when a new event is created

Email sent

Triggers when a new email is sent

Event updated

Triggers when the details of an existing event are updated

Event cancelled

Triggers when an existing event is cancelled

All Actions - Actions are the automated tasks

Create project

Creates a new project

Create contact

Creates a new contact

Create journal set

Creates a new journal set

Create credit note

Creates a new credit note

Add note to project

Adds a note to the selected project

Create bill

Creates a new bill

Create invoice

Creates a new invoice

Add estimate item

Adds a new item to an existing estimate

Create estimate

Creates a new estimate

Create expenses

Creates a new expenses

Add note to contact

Adds a note to the selected contact

Add invoice item

Adds a new item to an existing invoice

Add timeslip

Adds a timeslip to a task

Create task

Creates a new task in the selected project

Update estimate status

Updates the status of an existing estimate by ID

Update task

Updates the details of an existing task

Email an invoice

Sends an existing invoice by invoice ID

Update credit note status

Updates the status of an existing credit note using credit note ID

Convert to credit note

Convert a draft negative invoice to a credit note

Update contact

Updates details of the selected contact

Fetch project

Fetches the details of a project by ID

Fetch timeslip

Fetches the details of a timeslip by ID

Fetch contact

Fetches details of the selected contact

Fetch invoice

Fetches details of the exisiting invoice by ID

Fetch user

Fetches the details of a user by ID

Fetch task

Fetches the details of a task by ID

Reply to email

Replies to the specified email

Send email

Creates and sends a new email

Flag email

Flags the specified email

Forward event

Forwards an event request to the specified recipients

Create event

Creates a new event

Create task

Creates a new task in the selected list

Create contact

Creates a new contact

Update task

Updates the details of an existing task in the selected list

Update event

Updates the details of an existing event

Update contact

Updates the details of an existing contact

Fetch task

Fetches the details of an existing task by title or ID from the selected list

Fetch event

Fetches the details of an existing event by title or ID from the selected calendar

Find contact folder

Finds a folder by name

Fetch calendar

Fetches the details of a calendar by name

Fetch contact

Fetches the details of an existing contact by email address from the default contacts folder

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 Outlook?

Outlook is email software that lets you manage contacts, set reminders, and share calendars with coworkers.

Email Microsoft Popular

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 >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. 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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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