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Integrate FreeAgent with Teamwork Projects
Send information between FreeAgent and Teamwork Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Initiate a new project in Teamwork Projects when a new project is established in FreeAgent
Reduce discrepancies between online accounting software and project management software by auto-syncing project details. This flow will set up a new project in Teamwork Projects 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 Teamwork Projects.
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Initiate a new project in Teamwork Projects when a new project is established in FreeAgent
FreeAgent + Teamwork Projects
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Build your own integrations between FreeAgent and Teamwork Projects
Connect FreeAgent and Teamwork Projects 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 Teamwork Projects 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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New project
Triggers when a new project is created
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New time entry
Triggers when a new time entry is created in the selected project
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New task
Triggers when a new task is created in the selected project
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New milestone
Triggers when a new milestone is created in the selected project
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New person
Triggers when a new person is added
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New company
Triggers when a new company is created
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New task list
Triggers when a new task list is created in the selected project
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New message
Triggers when a new message is created in the selected project
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New person in project
Triggers when a new person is added in the selected 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 company
Creates a new company
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Create task
Creates a new task in the selected task list
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Create milestone
Creates a new milestone in the selected project
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Add person
Adds a new person
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Create project
Creates a new project
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Create message
Creates a new message in the selected project
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Create time entry
Creates a new time entry in the selected project
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Fetch company
Fetches the details of an existing company
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Fetch project
Fetches the details of an existing project
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Fetch tag
Fetches the details of a tag by ID or name
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Fetch task
Fetches the details of an existing task
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Fetch person
Fetches the details of a person by person ID or email address
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 Teamwork Projects?
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.
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