Integrate FreeAgent with Productive

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

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Initiate a new project in Productive when a new project is established in FreeAgent

Enable seamless tracking and reporting by auto-creating projects in your project management tool from online accounting software. This flow will initiate a new project in Productive 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 Productive.
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Initiate a new project in Productive when a new project is established in FreeAgent

FreeAgent + Productive

Build your own integrations between FreeAgent and Productive

Connect FreeAgent and Productive with over 950+ 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 Productive 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

Booking created

Triggers when a new booking is created

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is added

Task created

Triggers when a new task is created

Contract created

Triggers when a new contract 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 contract

Creates a new contract

Create booking

Creates a new booking

Create task

Creates a new task

Create deal

Creates a new deal

Create project

Creates a new project

Create contact

Creates a new contact

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Update contract

Updates the details of an existing contract

Update deal

Updates the details of an existing deal

Update booking

Updates the details of an existing booking

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact using ID

Fetch contract

Fetches the details of an existing contract using ID

Fetch company

Fetches the details of an existing company using name

Fetch project

Fetches the details of an existing project using project ID

Fetch people

Fetches the details of the specified people

Fetch deal

Fetches the details of an existing deal using ID

Fetch booking

Fetches the details of an existing booking using ID

Fetch task

Fetches the details of an existing task using task 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.

Accounting

What is Productive?

Productive is a project management tool that includes everything you need to run a profitable agency

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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