Integrate CartRover with FreeAgent

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

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Create an invoice in FreeAgent for all new orders placed in CartRover

Generate invoices automatically upon order placement to expedite transactions. This flow will produce a new invoice in FreeAgent for each new order created in CartRover.

How it works
  1. The flow triggers when a new order is created in CartRover.
  2. Zoho Flow adds a new item to an existing invoice in FreeAgent.
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Create an invoice in FreeAgent for all new orders placed in CartRover

CartRover + FreeAgent

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Supported triggers and actions

Integrate CartRover and FreeAgent using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Order updated

Triggers when the details of an existing order are updated

Order created

Triggers when a new order is created

Price list item created

Triggers when a new price list item is created

User created

Triggers when a new user is created

Estimate created

Triggers when a new estimate is created in the selected project

Project created

Triggers when a new project is created

Invoice created

Triggers when a new invoice is created in the selected project

Task created

Triggers when a new task is created

Bill created

Triggers when a new bill is created

Project note added

Triggers when a new note is added for the selected project

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create order

Creates a new order

Cancel order

Cancels the specified order

Fetch order

Fetches the details of an existing order using customer reference

Create task

Creates a new task in the selected project

Create expenses

Creates a new expenses

Create journal set

Creates a new journal set

Create contact

Creates a new contact

Create credit note

Creates a new credit note

Add note to contact

Adds a note to the selected contact

Add invoice item

Adds a new item to an existing invoice

Create estimate

Creates a new estimate

Create invoice

Creates a new invoice

Add note to project

Adds a note to the selected project

Create bill

Creates a new bill

Add estimate item

Adds a new item to an existing estimate

Create project

Creates a new project

Update contact

Updates details of the selected contact

Email an invoice

Sends an existing invoice by invoice ID

Update task

Updates the details of an existing task

Convert to credit note

Convert a draft negative invoice to a credit note

Update credit note status

Updates the status of an existing credit note using credit note ID

Update estimate status

Updates the status of an existing estimate by ID

Fetch contact

Fetches details of the selected contact

Fetch invoice

Fetches details of the exisiting invoice by ID

What is CartRover?

CartRover is a e-commerce shopping cart integration application that automatically downloads orders from your order source and loads them into your order management system.

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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