Integrate FreeAgent with TeamGrid
Send information between FreeAgent and TeamGrid automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Start a new project in TeamGrid whenever a new project is launched in FreeAgent
Enable seamless tracking and reporting by auto-creating projects in your project management solution from online accounting software. This flow will set up a new project in TeamGrid 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 TeamGrid.
Start a new project in TeamGrid whenever a new project is launched in FreeAgent
FreeAgent + TeamGrid
Build your own integrations between FreeAgent and TeamGrid
Connect FreeAgent and TeamGrid 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 TeamGrid 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 task is created
Task completed
Triggers when task is completed
Contact created
Triggers when a new contact is created
Project completed
Triggers when a project is completed
Project created
Triggers when a new project 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 task
Creates a new task
Complete project
Completes an existing project
Create project
Creates a new project
Complete task
Completes 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 TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony 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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
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
Louis Castellano
CEO, Lakeside CNC Group
