Integrate FreeAgent with Taskworld
Send information between FreeAgent and Taskworld automatically, without writing any code, using Zoho Flow.
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Create a new project in Taskworld whenever a new project is created in FreeAgent
Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in Taskworld whenever a new project is launched in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in Taskworld.
Create a new project in Taskworld whenever a new project is created in FreeAgent
FreeAgent + Taskworld
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Supported triggers and actions
Integrate FreeAgent and Taskworld 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
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 message
Creates a message in the selected workspace
Create tag
Creates a new tag
Add task to task list
Adds a task to a task list in the specified project and workspace
Create task
Creates a new task
Create project
Creates a new project
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Fetch task
Fetches the details of an existing task
Fetch tag
Fetches the details of an existing tag
Fetch user
Fetches the details of an existing user
Remove tag from task
Removes an existing tag from the specified task
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 Taskworld?
Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.
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