Integrate FreeAgent with Zoho Projects
Send information between FreeAgent and Zoho Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an event in Zoho Projects when a task is created FreeAgent
Link tasks to events for clear assignment and progress tracking. This flow will create an event in Zoho Projects once a task is created in FreeAgent.
How it works
- The flow triggers when a new task is created in FreeAgent.
- Zoho Flow creates a new event in Zoho Projects.
Create an event in Zoho Projects when a task is created FreeAgent
FreeAgent + Zoho Projects
Create a new project in Zoho Projects whenever a new project is created in FreeAgent
Enable seamless tracking and reporting by auto-creating projects in your project management software from online accounting software. This flow will start a new project in Zoho Projects whenever a new project is launched in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in Zoho Projects.
Create a new project in Zoho Projects whenever a new project is created in FreeAgent
FreeAgent + Zoho Projects
Build your own integrations between FreeAgent and Zoho Projects
Connect FreeAgent and Zoho Projects 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 Zoho Projects 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 completed
Triggers when a task is completed in the selected portal
Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
Task updated in project
Triggers when the details of an existing task are updated in the selected project
Project comment added
Triggers when a new comment is added in the selected project
Task created in project
Triggers when a new task is created in the selected project
Event created
Triggers when a new event is created
Task created
Triggers when a new task is created in the selected portal
Milestone created in a portal
Triggers when a new milestone is created in the selected portal
Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
Project created
Triggers when a new project is created
Task list completed
Triggers when a task list is marked as completed
Project updated
Triggers when the details of an existing project are updated
Bug submitted
Triggers when a new bug/issue is submitted
Milestone completed
Triggers when a milestone is marked as completed
Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
Milestone created
Triggers when a new milestone is created
Overdue task in project
Triggers when a task in the selected project becomes overdue
Task list created
Triggers when a new task list is created
Comment added
Triggers when a new comment is added to the selected task
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 time log for task
Creates a time log for the selected task
Create general time log
Creates a general time log for the selected project
Add user to project
Adds a user to the selected project
Add comment
Adds a comment to the selected task
Create subtask
Creates a new subtask in the selected task
Create task
Creates a new task
Add existing client company to a project
Adds an existing client company to a project
Add client to project
Adds a client to the selected project
Create issue time log
Creates a time log for the selected issue
Add comment to bug
Adds a new comment to the selected bug
Add followers to task
Adds the specified users as followers to an existing task
Create comment in project
Creates a new comment in the selected project
Submit bug
Submits a new bug/issue
Create project
Creates a new project
Associate project with a team
Associates a project with the selected team
Create milestone
Creates a new milestone
Add client company
Creates a new client company
Create task list
Creates a new task list
Create event
Creates a new event
Update task list
Updates the details of a task list using its ID
Update client company
Updates the details of an existing client company
Update bug
Updates the details of an existing bug/issue
Update task or subtask
Updates the task or subtask details for the specified ID
Update project
Updates the details of an existing project
Update issue time log
Updates the details of an existing issue time log
Complete milestone
Completes an existing milestone
Update general time log
Updates the details of an existing general time log
Update task time log
Updates the details of an existing task time log
Fetch milestone by ID
Fetches the details of an existing milestone by ID
Fetch clients in a project
Fetches the clients associated with the selected project
Fetch project - By search term
Fetches the details of an existing project by search term
Fetch task status
Fetches the status of an existing task by task name
Fetch bug in project
Fetches the details of an existing bug/task in the selected project
Fetch CRM deals
Fetch the CRM deals associated with the selected project
Fetch task in project
Fetches the details of an existing task by ID, name, owner, or status in the selected project
Fetch project - By ID
Fetches the details of an existing project by ID
Fetch milestone
Fetch the details of an existing milestone by search term
Fetch task
Fetches the details of an existing task by name
Fetch task list
Fetches the details of an existing task list by name
Fetch project status
Fetches the status of a project by name
Fetch time log
Fetches the details of an existing time log by bill status and owner
Fetch user
Fetches the details of an existing user by email address or user ID
Fetch tag
Fetches the specified tag using name
Fetch user in portal
Fetches the details of a user in the selected portal using email address
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 Zoho Projects?
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.
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