

Integrate Docupilot with FreeAgent
Send information between Docupilot and FreeAgent automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Docupilot and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow

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 folder
Creates a new folder

Create document
Creates a new document from a specified template

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 Docupilot?
Docupilot is a document automation application that lets you create documents using intelligent templates and data, automate document workflows and more.
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.
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