Integrate FreeAgent with Timely

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

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Create a new project in Timely whenever a new project is created in FreeAgent

Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in Timely 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 Timely.
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Create a new project in Timely whenever a new project is created in FreeAgent

FreeAgent + Timely

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Supported triggers and actions

Integrate FreeAgent and Timely 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

Team created

Triggers when a new team is created

Client created

Triggers when a new client is created for the selected account

Project created

Triggers when a new project is created

Event created

Triggers when a new event is created

Account created

Triggers when a new account is created

Event created for user

Triggers when a new event is created for the selected user

Event created in project

Triggers when a new event is created in the selected project

User added

Triggers when a new user is added

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 event for user

Creates a new event for the selected user

Create project

Creates a new project

Create event in project

Creates a new event in the selected project

Create client

Creates a new client

Add user

Adds a new user

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 Timely?

Timely is an automatic time tracking and project management tool. You can track milestones, group activities together, and create detailed timesheets and reports.

Build comprehensive workflows using

Webhook triggers

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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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CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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