Integrate Sellf with FreeAgent
Send information between Sellf and FreeAgent automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an estimate in your FreeAgent when a new deal is created in Sellf
Generate estimates instantly when a deal is created in your organization software, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your FreeAgent when a new deal is created in Sellf.
How it works
- The flow triggers when a deal enters a specific pipeline stage in Sellf.
- Zoho Flow creates a new estimate in FreeAgent.
Create an estimate in your FreeAgent when a new deal is created in Sellf
Sellf + FreeAgent
Build your own integrations between Sellf and FreeAgent
Connect Sellf and FreeAgent 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 Sellf and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal in Pipeline Stage
Triggers when a deal enters a specific pipeline stage
New Deal
Triggers when a new deal is created
New Person
Triggers when a new person is created
New Company
Triggers when a new company is 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
Fetch Company
Fetches an existing company
Create Deal
Creates a new deal
Create Company
Creates a new company
Create Person
Creates a new person
Fetch Person
Fetches an existing person
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 Sellf?
Sellf lets you plan events, organize documents, create and manage tasks, and make better decisions with clear reports. You can manage your team, prospects, clients, and time efficiently.
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.
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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
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
Harnoor Abroll
Technical and Operations Head, TruAct
