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Integrate FreeAgent with Shortcut
Send information between FreeAgent and Shortcut automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new project in Shortcut whenever a new project is created in FreeAgent
Enable efficient tracking and reporting of projects by creating a new project in your project management solution. This flow will set up a new project in Shortcut 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 Shortcut.
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Create a new project in Shortcut whenever a new project is created in FreeAgent
FreeAgent + Shortcut
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Build your own integrations between FreeAgent and Shortcut
Connect FreeAgent and Shortcut 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 Shortcut using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Bill created
Triggers when a new bill is created
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User created
Triggers when a new user is created
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Invoice created
Triggers when a new invoice is created in the selected project
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Estimate created
Triggers when a new estimate is created in the selected project
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Price list item created
Triggers when a new price list item is created
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Project created
Triggers when a new project is created
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Contact created
Triggers when a new contact is created
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Project note added
Triggers when a new note is added for the selected project
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Task created
Triggers when a new task is created
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Comment added
Triggers when a new comment is added
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Milestone created
Triggers when a new milestone is created
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Project created
Triggers when a new project is created
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Epic created
Triggers when a new epic is created
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Story created
Triggers when a new story is created in a project
All Actions - Actions are the automated tasks
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Create credit note
Creates a new credit note
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Create contact
Creates a new contact
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Create journal set
Creates a new journal set
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Add note to project
Adds a note to the selected project
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Add estimate item
Adds a new item to an existing estimate
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Add invoice item
Adds a new item to an existing invoice
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Create invoice
Creates a new invoice
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Create estimate
Creates a new estimate
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Add note to contact
Adds a note to the selected contact
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Create expenses
Creates a new expenses
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Create task
Creates a new task in the selected project
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Create project
Creates a new project
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Create bill
Creates a new bill
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Update contact
Updates details of the selected contact
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Update estimate status
Updates the status of an existing estimate by ID
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Update credit note status
Updates the status of an existing credit note using credit note ID
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Update task
Updates the details of an existing task
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Convert to credit note
Convert a draft negative invoice to a credit note
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Email an invoice
Sends an existing invoice by invoice ID
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Fetch invoice
Fetches details of the exisiting invoice by ID
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Fetch contact
Fetches details of the selected contact
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Create epic
Creates a new epic
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Create comment
Creates a new comment in a selected story
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Create team
Creates a new team
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Create milestone
Creates a new milestone
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Create project
Creates a new project
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Create iteration
Creates a new iteration
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Create story
Creates a new story in the selected project
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Create label
Creates a new label
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Create category
Creates a new category
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Update team
Update details of an existing team
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Update epic
Updates the details of an existing epic
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Update iteration
Update details of an existing iteration
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Update story
Updates the details of an existing story
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Update label
Updates the details of an existing label
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Fetch team
Fetch the details of an existing team using ID
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Fetch epic
Fetch the details of an existing epic using ID
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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What is Shortcut?
Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.
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Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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