Integrate FreeAgent with Todoist

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

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Set up a new project in Todoist each time a new project is initiated in FreeAgent

Enable efficient tracking and reporting of projects by creating a new project in your task management tool. This flow will start a new project in Todoist whenever a new project is launched 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 Todoist.
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Set up a new project in Todoist each time a new project is initiated in FreeAgent

FreeAgent + Todoist

Build your own integrations between FreeAgent and Todoist

Connect FreeAgent and Todoist 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 Todoist 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

Incomplete task added

Triggers when an incomplete task is added to the selected project

Project created

Triggers when a new project is created

Task completed

Triggers when a task is completed in the selected project. This does not trigger for recurring tasks.

New section

Triggers when a new section is added

Any task completed

Triggers when a task (including recurring tasks) is completed in the selected project

Completed task with label

Triggers when a task with the selected label is completed. This does not trigger for recurring tasks.

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

Add comment to task

Adds a comment to a task

Create project

Creates a new project

Add comment to project

Adds a comment to a project

Create task

Creates a new task

Invite user to project

Invites a user to a project by email

Archive project

Archives the specified project

Mark task as completed

Marks the specified task as completed

Update task

Updates the details of an existing task

Move task

Moves the specified task to the selected project

Mark task as incomplete

Marks the specified task as incomplete

Fetch user

Fetches the details of an existing user by email address. The user must be connected to your account.

Fetch project

Fetches a project by name or ID. If the project does not exist, you can choose to create a new one.

Fetch task

Fetches a task by title or ID. If the task does not exist, you can choose to create a new one.

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 Todoist?

Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity.

To-Do Lists

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 >

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CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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