![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/forecast.png)
Integrate FreeAgent with Forecast
Send information between FreeAgent and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/forecast.png)
Start a new project in Forecast whenever a new project is launched in FreeAgent
Enable seamless tracking and reporting by auto-creating projects in your project management platform from online accounting software. This flow will set up a new project in Forecast each time a new project is initiated in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in Forecast.
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/forecast.png)
Start a new project in Forecast whenever a new project is launched in FreeAgent
FreeAgent + Forecast
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between FreeAgent and Forecast
Connect FreeAgent and Forecast with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate FreeAgent and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Bill created
Triggers when a new bill is created
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
User created
Triggers when a new user is created
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Invoice created
Triggers when a new invoice is created in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Estimate created
Triggers when a new estimate is created in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Price list item created
Triggers when a new price list item is created
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Project created
Triggers when a new project is created
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Contact created
Triggers when a new contact is created
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Project note added
Triggers when a new note is added for the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Task created
Triggers when a new task is created
![](https://flow-au-public.nimbuspop.com/flow-apps/forecast.png)
New task
Triggers when a new card is created in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/forecast.png)
New subtask
Triggers when a new subtask is created in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/forecast.png)
New milestone
Triggers when a new milestone is created in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/forecast.png)
New client
Triggers when a new client is created
![](https://flow-au-public.nimbuspop.com/flow-apps/forecast.png)
New time entry
Triggers when a new time entry is created in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/forecast.png)
New sprint
Triggers when a new sprint is created in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/forecast.png)
New project
Triggers when a new project is created
![](https://flow-au-public.nimbuspop.com/flow-apps/forecast.png)
New person
Triggers when a new person is added
All Actions - Actions are the automated tasks
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Create credit note
Creates a new credit note
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Create contact
Creates a new contact
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Create journal set
Creates a new journal set
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Add note to project
Adds a note to the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Add estimate item
Adds a new item to an existing estimate
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Add invoice item
Adds a new item to an existing invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Create invoice
Creates a new invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Create estimate
Creates a new estimate
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Add note to contact
Adds a note to the selected contact
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Create expenses
Creates a new expenses
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Create task
Creates a new task in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Create project
Creates a new project
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Create bill
Creates a new bill
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Update contact
Updates details of the selected contact
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Update estimate status
Updates the status of an existing estimate by ID
![](https://flow-au-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-au-public.nimbuspop.com/flow-apps/freeagent.png)
Update task
Updates the details of an existing task
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Convert to credit note
Convert a draft negative invoice to a credit note
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Email an invoice
Sends an existing invoice by invoice ID
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Fetch invoice
Fetches details of the exisiting invoice by ID
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Fetch contact
Fetches details of the selected contact
![](https://flow-au-public.nimbuspop.com/flow-apps/forecast.png)
Add person
Adds a new person
![](https://flow-au-public.nimbuspop.com/flow-apps/forecast.png)
Create client
Creates a new client
![](https://flow-au-public.nimbuspop.com/flow-apps/forecast.png)
Create time registration
Creates a new time registration
![](https://flow-au-public.nimbuspop.com/flow-apps/forecast.png)
Create label
Creates a new label
![](https://flow-au-public.nimbuspop.com/flow-apps/forecast.png)
Create subtask
Creates a new sub task/to-do
![](https://flow-au-public.nimbuspop.com/flow-apps/forecast.png)
Create project
Creates a new project
![](https://flow-au-public.nimbuspop.com/flow-apps/forecast.png)
Create task
Creates a new task
![](https://flow-au-public.nimbuspop.com/flow-apps/forecast.png)
Create sprint
Creates a new sprint in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/forecast.png)
Create milestone
Creates a new milestone in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/forecast.png)
Fetch label
Fetches an existing label by name
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 Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
Similar apps
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