Integrate Autopilot with FreeAgent

Send information between Autopilot and FreeAgent automatically, without writing any code, using Zoho Flow.

Build your own integrations between Autopilot and FreeAgent

Connect Autopilot and FreeAgent with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Autopilot and FreeAgent using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is added

Contact added to list

Triggers when a contact is added to the selected list

Contact removed from list

Triggers when a contact is removed from the selected list

Contact unsubscribed

Triggers when a contact unsubscribes

Timeslip created

Triggers when new timeslip is created

Project note added

Triggers when a new note is added for the selected project

Estimate created

Triggers when a new estimate is created in the selected project

Contact created

Triggers when a new contact is created

Price list item created

Triggers when a new price list item is created

User created

Triggers when a new user is created

Bill created

Triggers when a new bill is created

Task created

Triggers when a new task is created

Invoice created

Triggers when a new invoice is created in the selected project

Project created

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Add contact to list

Creates a new contact and adds it to the selected list

Fetch contact

Fetches the details of an existing contact by its email address or contact ID

Delete contact

Deletes the selected contact

Unsubscribe contact

Unsubscribes the selected contact from all emails

Create journal set

Creates a new journal set

Add invoice item

Adds a new item to an existing invoice

Add note to contact

Adds a note to the selected contact

Create task

Creates a new task in the selected project

Create estimate

Creates a new estimate

Create contact

Creates a new contact

Create project

Creates a new project

Create credit note

Creates a new credit note

Create invoice

Creates a new invoice

Create expenses

Creates a new expenses

Add timeslip

Adds a timeslip to a task

Create bill

Creates a new bill

Add note to project

Adds a note to the selected project

Add estimate item

Adds a new item to an existing estimate

Convert to credit note

Convert a draft negative invoice to a credit note

Update task

Updates the details of an existing task

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

Email an invoice

Sends an existing invoice by invoice ID

Update contact

Updates details of the selected contact

Fetch invoice

Fetches details of the exisiting invoice by ID

Fetch contact

Fetches details of the selected contact

What is Autopilot?

Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.

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

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 >

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

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

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