Integrate FreeAgent with Backlog
Send information between FreeAgent and Backlog automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Start a new project in Backlog whenever a new project is launched in FreeAgent
Enable efficient tracking and reporting of projects by creating a new project in your project management application. This flow will initiate a new project in Backlog when a new project is established in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow adds a new project in Backlog.
Start a new project in Backlog whenever a new project is launched in FreeAgent
FreeAgent + Backlog
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Supported triggers and actions
Integrate FreeAgent and Backlog 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
User created
Triggers when a new user is created
Project created
Triggers when a new project is created
Issue created
Triggers when a new issue is created
Issue updated
Triggers when an existing issue is updated
All Actions - Actions are the automated tasks
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
Add issue
Adds a new issue
Add project
Adds a new project
Add comment
Adds a comment to an existing issue
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.
What is Backlog?
Backlog is an all-in-one project management application for teams. It provides issue tracking, Git hosting, version control, Wikis, and more.
Build comprehensive workflows using
Webhook triggers
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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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