Integrate FreeAgent with Zoho Notebook
Send information between FreeAgent and Zoho Notebook automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate FreeAgent and Zoho Notebook 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
Notecard created
Triggers when a new notecard is created in the selected notebook
Notebook created
Triggers when a new notebook is created
Notecard created or updated
Triggers when a new notecard is created or the details of an existing notecard are updated
Notecard updated
Triggers when the details of an existing notecard are updated
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
Share notecard
Shares an existing notecard with the specified email address
Create notecard
Creates a new notecard in the selected notebook
Create notebook
Creates a new notebook
Share notebook
Shares an existing notebook with the specified email address
Update notebook
Update the details of an existing notebook
Create collection
Creates a new collection
Move notecards to another notebook
Moves an existing notecard to another notebook
Move notecards to collection
Moves an existing notecard to the collection
Fetch notebook by ID
Fetches the details of a notebook using ID
Fetch notebook by name
Fetches the details of a notebook using name
Fetch notecard
Fetches the details of a notecard by search term
Fetch notecard by ID
Fetches the details of a notecard using its unique 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.
Similar apps
What is Zoho Notebook?
Similar apps
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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