Integrate FreeAgent with Workstack

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

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

Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in Workstack each time a new project is initiated 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 Workstack.
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Initiate a new project in Workstack when a new project is established in FreeAgent

FreeAgent + Workstack

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Supported triggers and actions

Integrate FreeAgent and Workstack 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 project

Triggers when a new project is created

New meeting

Triggers when a new meeting is created for the selected user

New todo list

Triggers when a new todo list is created in the selected project

New task

Triggers when a new task is created for the selected user

New todo

Triggers when a new todo is created in the selected project

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 todo

Creates a new todo in the selected project

Create task

Creates a new task in the selected todo

Create meeting

Creates a new meeting

Create todo list

Creates a new todo list in the selected project

Create project

Creates a new project

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 Workstack?

Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.

Project Management

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Custom functions

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