Integrate Teamgate with FreeAgent
Send information between Teamgate and FreeAgent automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate an estimate within your FreeAgent automatically, When a new deal is created in Teamgate
Generate estimates instantly when a deal is created in your sales CRM, fostering efficiency in your sales and accounting processes. This flow will automatically generate an estimate within your FreeAgent whenever a new deal is created in Teamgate.
How it works
- The flow triggers when a new deal is created in Teamgate.
- Zoho Flow creates a new estimate in FreeAgent.
Generate an estimate within your FreeAgent automatically, When a new deal is created in Teamgate
Teamgate + FreeAgent
Generate an invoice in FreeAgent for newly closed deals in Teamgate
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in FreeAgent each time a deal is won in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow adds a new item to an existing invoice in FreeAgent.
Generate an invoice in FreeAgent for newly closed deals in Teamgate
Teamgate + FreeAgent
Build your own integrations between Teamgate and FreeAgent
Connect Teamgate and FreeAgent with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Teamgate and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person created
Triggers when a new person is created
Deal lost
Triggers when a deal is lost
Lead unqualified
Triggers when a lead is unqualified
Deal won
Triggers when a deal is won
Lead created
Triggers when a new lead is created
Company created
Triggers when a new company is created
Lead converted to person
Triggers when a lead is converted to person
Deal created
Triggers when a new deal is created
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
Create lead
Creates a new lead
Create company
Creates a new company
Create deal
Creates a new deal
Create person
Creates a new person
Fetch user
Fetches the details of the specified user using ID, name or email address.
Fetch product
Fetches the details of the specified product using company ID, name or SKU.
Fetch comapny
Fetches a company using company name, code or email address.
Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
Fetch lead
Fetches a lead using ID or name
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 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.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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Director, Perth Security Services
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Technical and Operations Head, TruAct
