Integrate Outseta with FreeAgent
Send information between Outseta and FreeAgent automatically, without writing any code, using Zoho Flow.
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Generate an estimate within your FreeAgent automatically, When a new deal is created in Outseta
Generate estimates instantly when a deal is created in your subscription platform, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your FreeAgent when a new deal is created in Outseta.
How it works
- The flow triggers when a new deal is created in Outseta.
- Zoho Flow creates a new estimate in FreeAgent.
Generate an estimate within your FreeAgent automatically, When a new deal is created in Outseta
Outseta + FreeAgent
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Supported triggers and actions
Integrate Outseta and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Account created
Triggers when a new account is added
Person created
Triggers when a new person is added
Deal created
Triggers when a new deal is created
Case created
Triggers when a new case created
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
All Actions - Actions are the automated tasks
Create person
Creates a new person
Create case
Creates a new case
Create deal
Creates a new deal
Create account
Creates a new account with a new person
Update deal
Updates the details of an existing deal
Fetch people details
Fetches the details of the specified people
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
What is Outseta?
Outseta is the only all-in-one platform integrating subscription billing, email marketing, support, CRM, and reporting tools that reduces costs, maintenance, and helps SaaS start-ups grow faster.
Similar apps
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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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
