![](https://flow-public.nimbuspop.com/flow-apps/onepagecrm.png)
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Integrate OnePageCRM with FreeAgent
Send information between OnePageCRM and FreeAgent automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-public.nimbuspop.com/flow-apps/onepagecrm.png)
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Create an invoice in FreeAgent for the latest closed deals in OnePageCRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in FreeAgent each time a deal is closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow adds a new item to an existing invoice in FreeAgent.
![](https://flow-public.nimbuspop.com/flow-apps/onepagecrm.png)
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Create an invoice in FreeAgent for the latest closed deals in OnePageCRM
OnePageCRM + FreeAgent
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between OnePageCRM and FreeAgent
Connect OnePageCRM and FreeAgent with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate OnePageCRM and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-public.nimbuspop.com/flow-apps/onepagecrm.png)
New pending deal
Triggers when there is a new pending deal
![](https://flow-public.nimbuspop.com/flow-apps/onepagecrm.png)
New action
Triggers when a new action is created
![](https://flow-public.nimbuspop.com/flow-apps/onepagecrm.png)
Deal won
Triggers when a deal is won
![](https://flow-public.nimbuspop.com/flow-apps/onepagecrm.png)
New contact
Triggers when a new contact is created
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Project created
Triggers when a new project is created
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Bill created
Triggers when a new bill is created
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Invoice created
Triggers when a new invoice is created in the selected project
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Contact created
Triggers when a new contact is created
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Project note added
Triggers when a new note is added for the selected project
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Estimate created
Triggers when a new estimate is created in the selected project
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Price list item created
Triggers when a new price list item is created
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
User created
Triggers when a new user is created
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
![](https://flow-public.nimbuspop.com/flow-apps/onepagecrm.png)
Create contact
Creates a new contact
![](https://flow-public.nimbuspop.com/flow-apps/onepagecrm.png)
Create note
Creates a new note for the specified contact
![](https://flow-public.nimbuspop.com/flow-apps/onepagecrm.png)
Fetch contact
Fetches the details of an existing contact
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Create journal set
Creates a new journal set
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Add invoice item
Adds a new item to an existing invoice
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Add note to contact
Adds a note to the selected contact
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Create expenses
Creates a new expenses
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Create estimate
Creates a new estimate
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Create contact
Creates a new contact
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Create project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Add estimate item
Adds a new item to an existing estimate
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Create invoice
Creates a new invoice
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Create task
Creates a new task in the selected project
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Create bill
Creates a new bill
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Add note to project
Adds a note to the selected project
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Create credit note
Creates a new credit note
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Update task
Updates the details of an existing task
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Update estimate status
Updates the status of an existing estimate by ID
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Update credit note status
Updates the status of an existing credit note using credit note ID
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Email an invoice
Sends an existing invoice by invoice ID
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Update contact
Updates details of the selected contact
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Convert to credit note
Convert a draft negative invoice to a credit note
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Fetch invoice
Fetches details of the exisiting invoice by ID
![](https://flow-public.nimbuspop.com/flow-apps/freeagent.png)
Fetch contact
Fetches details of the selected contact
What is OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
Similar apps
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
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