Integrate FreeAgent with Wrike
Send information between FreeAgent and Wrike automatically, without writing any code, using Zoho Flow.
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Set up a new project in Wrike each time a new project is initiated in FreeAgent
Reduce discrepancies between online accounting software and project management tool by auto-syncing project details. This flow will set up a new project in Wrike 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 under the selected folder in Wrike.
Set up a new project in Wrike each time a new project is initiated in FreeAgent
FreeAgent + Wrike
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Supported triggers and actions
Integrate FreeAgent and Wrike 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 event occurred
Triggers when an event has occurred in a task
Folder or project created
Triggers when a new folder or project is created
Comment added for task
Triggers when a new comment is added for a task
Task status updated
Triggers when the status of a task is updated
Project status updated
Triggers when the status of a project is updated
Attachment added
Triggers when an attachment is added and extracts the attachment URL
Task created
Triggers when a new task is created
Comment added for folder or project
Triggers when a new comment is added for a folder or project
Folder or project event occurred
Triggers when an event has occurred in a folder or a project
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 project
Creates a new project under the selected folder
Add comment to task
Adds a comment to the specified task
Create time log entry
Creates a new time log entry for the specified task
Create folder
Creates a new folder under the selected parent folder
Fetch user
Fetches the details of an existing user
Create task
Creates a new task under the selected folder or project
Add comment to folder or project
Adds a comment to the selected folder or project
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Fetch folder or project
Fetches the details of an existing folder or project
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.
What is Wrike?
Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.
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