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
  1. The flow triggers when a new deal is created in Outseta.
  2. Zoho Flow creates a new estimate in FreeAgent.
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Generate an estimate within your FreeAgent automatically, When a new deal is created in Outseta

Outseta + FreeAgent

Build your own integrations between Outseta and 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.

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

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Custom functions

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