Integrate FreeAgent with TeamGrid

Send information between FreeAgent and TeamGrid automatically, without writing any code, using Zoho Flow.

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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
  1. The flow triggers when a new project is created in FreeAgent.
  2. Zoho Flow creates a new project in TeamGrid.
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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 800+ 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.

Accounting

What is TeamGrid?

TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.

Project Management

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Sales Director, Artico

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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CEO, Fabricroot

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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