Integrate FreeAgent with Runrun.it

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

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Create a new project in Runrun.it whenever a new project is created in FreeAgent

Enable efficient tracking and reporting of projects by creating a new project in your team management platform. This flow will set up a new project in Runrun.it each time a new project is initiated in FreeAgent.

How it works
  1. The flow triggers when a new project is created in FreeAgent.
  2. Zoho Flow creates a new project in Runrun.it.
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Create a new project in Runrun.it whenever a new project is created in FreeAgent

FreeAgent + Runrun.it

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Supported triggers and actions

Integrate FreeAgent and Runrun.it 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

Task created

Triggers when a new task is created

Project created

Triggers when a new project is created

Client created

Triggers when a new client is created

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 client

Creates a new client

Create project

Creates a new project

Create post on enterprise wall

Creates a new post on enterprise wall

Create comment

Create a new comment

Create post on team wall

Creates a new post on team wall

Create task

Creates a new task

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

What is Runrun.it?

Runrun.it is a cloud-based team management platform that helps managers to get more productivity out of their teams when dealing with task, time, and talent management.

Project Management

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back 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

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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