Integrate FreeAgent with Swit
Send information between FreeAgent and Swit automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Start a new project in Swit whenever a new project is launched in FreeAgent
Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Swit when a new project is established in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a project in the selected workspace in Swit.
Start a new project in Swit whenever a new project is launched in FreeAgent
FreeAgent + Swit
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Supported triggers and actions
Integrate FreeAgent and Swit 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
Task created
Triggers when a new task is created in the selected project
Idea posted
Triggers when a new idea is posted on the selected channel
Message posted
Triggers when a new message is posted on the selected channel
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 idea
Posts an idea on the selected channel
Create comment on task
Posts a comment on the selected task
Create task
Creates a task in the selected project
Create project
Creates a project in the selected workspace
Create message
Posts a message on the selected channel
Fetch project
Fetches the details of an existing project by name
Fetch task
Fetches the details of an existing 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 Swit?
Swit is a team collaboration platform that provides features such as chat, file sharing, task management, calendar, and more in a single interface.
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Custom functions
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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