Integrate FreeAgent with Easy Projects
Send information between FreeAgent and Easy Projects automatically, without writing any code, using Zoho Flow.
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Initiate a new project in Easy Projects when a new project is established in FreeAgent
Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Easy Projects when a new project is established in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in Easy Projects.
Initiate a new project in Easy Projects when a new project is established in FreeAgent
FreeAgent + Easy Projects
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Supported triggers and actions
Integrate FreeAgent and Easy Projects 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
New project
Triggers when a new project is created
New time log
Triggers when a time log is created
Updated time log
Triggers when an existing time log is updated
New customer
Triggers when a new customer is created
New user
Triggers when a new user is created
New project activity
Triggers when a new activity is created in the selected project
New project message
Triggers when a new message is posted in the selected project
New activity
Triggers when a new activity is created
Updated project
Triggers when an existing project is updated
Updated activity
Triggers when an existing activity is updated
New activity message
Triggers when a new message is posted in the selected activity
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
Create customer
Creates a new customer
Update user
Updates the details of an existing user
Post activity message
Posts a new message in an activity
Update customer
Updates the details of an existing customer
Post project message
Posts a new message in a project
Create time log
Creates a new time log
Create activity
Creates a new activity
Create project
Creates a new project
Create User
Creates a new user
Update activity
Updates an existing activity
Update time log
Updates an existing time log
Update project
Updates an existing project
Fetch time log
Fetches an existing time log by its unique ID
Fetch project
Fetches an existing project by its unique ID
Fetch activity
Fetches an existing activity by its unique ID
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 Easy Projects?
Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.
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
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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
