

Integrate FreeAgent with Roll
Send information between FreeAgent and Roll automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a task in Roll as soon as a task is created in FreeAgent
Eliminate redundant work and streamline task management by creating a record in the project management app. This flow will create a task in Roll each time a new task is initiated in FreeAgent.
How it works
- The flow triggers when a new task is created in FreeAgent.
- Zoho Flow creates a new task in Roll.


Create a task in Roll as soon as a task is created in FreeAgent
FreeAgent + Roll


Initiate a new project in Roll when a new project is established in FreeAgent
Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in Roll whenever a new project is launched in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in Roll.


Initiate a new project in Roll when a new project is established in FreeAgent
FreeAgent + Roll

Build your own integrations between FreeAgent and Roll
Connect FreeAgent and Roll with over 850+ 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 Roll using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Bill created
Triggers when a new bill is created

User created
Triggers when a new user is created

Invoice created
Triggers when a new invoice is created in 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

Project created
Triggers when a new project is created

Contact created
Triggers when a new contact is created

Project note added
Triggers when a new note is added for the selected project

Task created
Triggers when a new task is created

Time record created
Triggers when a new time record is created

Company created
Triggers when a new company is created

Project created
Triggers when a new project is created

Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks

Create credit note
Creates a new credit note

Create contact
Creates a new contact

Create journal set
Creates a new journal set

Add note to project
Adds a note to the selected project

Add estimate item
Adds a new item to an existing estimate

Add invoice item
Adds a new item to an existing invoice

Create invoice
Creates a new invoice

Create estimate
Creates a new estimate

Add note to contact
Adds a note to the selected contact

Create expenses
Creates a new expenses

Create task
Creates a new task in the selected project

Create project
Creates a new project

Create bill
Creates a new bill

Update contact
Updates details of the selected contact

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

Update task
Updates the details of an existing task

Convert to credit note
Convert a draft negative invoice to a credit note

Email an invoice
Sends an existing invoice by invoice ID

Fetch invoice
Fetches details of the exisiting invoice by ID

Fetch contact
Fetches details of the selected contact

Create company
Creates a new company

Create project
Creates a new project

Create task
Creates a new task
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 Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
Similar apps
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >