Integrate Livespace with FreeAgent
Send information between Livespace and FreeAgent automatically, without writing any code, using Zoho Flow.
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Create an estimate in your FreeAgent when a new deal is created in Livespace
Effortlessly create accurate estimates in your online accounting software every time, without any manual input. This flow will create an estimate in your FreeAgent when a new deal is created in Livespace.
How it works
- The flow triggers when a new deal is created in Livespace.
- Zoho Flow creates a new estimate in FreeAgent.
Create an estimate in your FreeAgent when a new deal is created in Livespace
Livespace + FreeAgent
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Supported triggers and actions
Integrate Livespace and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Person created
Triggers when a new person is created
Company created
Triggers when a new company is created
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 person
Creates a new person
Create task
Creates a new task
Add deal note
Adds a note to the specified deal
Create deal
Creates a new deal
Add company note
Adds a note to the specified company
Add person note
Adds a note to the specified person
Create company
Creates a new company
Update company
Updates the details of an existing company
Update person
Updates the details of an existing person
Update deal
Updates the details of an existing deal
Fetch person
Fetches the details of an existing person
Fetch deal
Fetches the details of an existing deal
Fetch company
Fetches the details of an existing company
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
What is Livespace?
Livespace is a CRM platform that helps you plan, optimize, and control your sales process. It also provides features such as statistics and reports, email and task automation, and more.
Similar apps
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.
Similar apps
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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