

Integrate Simply Schedule Appointments with FreeAgent
Send information between Simply Schedule Appointments and FreeAgent automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Simply Schedule Appointments and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Appointment customer information updated
Triggers when the information of a customer is updated in an appointment

Appointment pending
Triggers when an appointment is marked as pending

Appointment rescheduled
Triggers when an appointment is rescheduled

Appointment updated
Triggers when an appointment is updated

Appointment abandoned
Triggers when an appointment is marked as abandoned

Appointment booked
Triggers when an appointment is booked

Appointment canceled
Triggers when an appointment is canceled

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
All Actions - Actions are the automated tasks

Fetch appointment
Fetches the details of an existing appointment

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
What is Simply Schedule Appointments?
Simply Schedule Appointments is a scheduling WordPress plugin that can help businesses manage scheduling availability and appointment bookings on their WordPress side.
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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.
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