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Integrate Salesmate with FreeAgent
Send information between Salesmate and FreeAgent automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an estimate in FreeAgent for every new deal created in your Salesmate
Generate estimates instantly when a deal is created in your CRM tool, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your FreeAgent when a new deal is created in Salesmate.
How it works
- The flow triggers when a new deal is created in Salesmate.
- Zoho Flow creates a new estimate in FreeAgent.
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Create an estimate in FreeAgent for every new deal created in your Salesmate
Salesmate + FreeAgent
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Build your own integrations between Salesmate and FreeAgent
Connect Salesmate and FreeAgent 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 Salesmate and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Company created
Triggers when a new company is created
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Deal created
Triggers when a new deal is created
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Contact created
Triggers when a new contact is created
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Activity created
Triggers when a new activity is created
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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
All Actions - Actions are the automated tasks
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Create activity
Creates a new activity
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Create contact
Creates a new contact
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Create deal
Creates a new deal
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Create company
Creates a new company
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Update contact
Updates the details of an existing contact
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Update activity
Updates the details of an existing activity
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Update deal
Updates the details of an existing deal
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Update company
Updates the details of an existing company
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Fetch contact
Fetches the details of a contact by name, ID, or email
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Fetch deal
Fetches the details of a deal by title or ID
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Fetch company
Fetches the details of a company by name, ID, or website
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Fetch activity
Fetches the details of an activity by title or ID
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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
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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