Integrate FreeAgent with Shortcut
Send information between FreeAgent and Shortcut automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Shortcut whenever a new project is created in FreeAgent
Enable efficient tracking and reporting of projects by creating a new project in your project management solution. This flow will set up a new project in Shortcut each time a new project is initiated in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in Shortcut.
Create a new project in Shortcut whenever a new project is created in FreeAgent
FreeAgent + Shortcut
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Supported triggers and actions
Integrate FreeAgent and Shortcut 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
Project created
Triggers when a new project is created
Comment added
Triggers when a new comment is added
Story created
Triggers when a new story is created in a project
Milestone created
Triggers when a new milestone is created
Epic created
Triggers when a new epic 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 comment
Creates a new comment in a selected story
Create milestone
Creates a new milestone
Create project
Creates a new project
Create team
Creates a new team
Create label
Creates a new label
Create story
Creates a new story in the selected project
Create epic
Creates a new epic
Create category
Creates a new category
Create iteration
Creates a new iteration
Update epic
Updates the details of an existing epic
Update team
Update details of an existing team
Update story
Updates the details of an existing story
Update iteration
Update details of an existing iteration
Update label
Updates the details of an existing label
Fetch team
Fetch the details of an existing team using ID
Fetch epic
Fetch the details of an existing epic using 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 Shortcut?
Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.
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.
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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.
Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
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
