Integrate FreeAgent with TeamWave

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

Explore prebuilt integration flows to get started

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Create an event in TeamWave once a task is created in FreeAgent

Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in TeamWave when a task is created FreeAgent.

How it works
  1. The flow triggers when a new task is created in FreeAgent.
  2. Zoho Flow creates a new event in TeamWave.
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Create an event in TeamWave once a task is created in FreeAgent

FreeAgent + TeamWave

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Start a new project in TeamWave whenever a new project is launched in FreeAgent

Reduce discrepancies between online accounting software and integrated business suite by auto-syncing project details. This flow will initiate a new project in TeamWave when a new project is established 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 TeamWave.
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Start a new project in TeamWave whenever a new project is launched in FreeAgent

FreeAgent + TeamWave

Build your own integrations between FreeAgent and TeamWave

Connect FreeAgent and TeamWave with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate FreeAgent and TeamWave 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

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 milestone

Creates a new milestone

Create activity

Creates a new activity

Create project

Creates a new project

Create deal

Creates a new deal

Create task

Creates a new task

Create organization

Creates a new organization

Create event

Creates a new event

Create person

Creates a new person

Create task list

Creates a new task list

Update event

Update the details of an existing event

Update organization

Updates the details of an existing organization

Update task

Updates the details of an existing task

Update deal

Updates the details of an existing deal

Update person

Updates the details of an existing person

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 TeamWave?

TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.

CRM HR Project Management

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.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. 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

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