Integrate FreeAgent with Hub Planner
Send information between FreeAgent and Hub Planner automatically, without writing any code, using Zoho Flow.
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Create a new project in Hub Planner whenever a new project is created in FreeAgent
Reduce discrepancies between online accounting software and project management software by auto-syncing project details. This flow will initiate a new project in Hub Planner 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 Hub Planner.
Create a new project in Hub Planner whenever a new project is created in FreeAgent
FreeAgent + Hub Planner
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Supported triggers and actions
Integrate FreeAgent and Hub Planner 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 or updated time entry
Triggers when a time entry is created or updated
New booking
Triggers when a new booking is created
New or updated project
Triggers when a project is created or updated
New or updated resource
Triggers when a resource is created or 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
Create resource
Creates a new resource
Create time entry
Creates a new time entry in the selected project
Create project
Creates a new project
Fetch project
Fetches a project by its unique ID
Fetch time entry
Fetches a time entry by its unique ID
Fetch resource
Fetches a resource 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.
Similar apps
What is Hub Planner?
Hub Planner is resource scheduling and management software for teams. You can plan projects, track timesheets, and view analytics for different teams and projects.
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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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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
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Technical Engineer, Master Liveaboards
