Integrate Omnisend with FreeAgent

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

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Create an invoice in FreeAgent for all new orders placed in Omnisend

Ensure prompt service for your customers with swift order processing and invoicing. This flow will create a new invoice in FreeAgent for new orders placed in Omnisend.

How it works
  1. The flow triggers when a new order is created in Omnisend.
  2. Zoho Flow adds a new item to an existing invoice in FreeAgent.
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Create an invoice in FreeAgent for all new orders placed in Omnisend

Omnisend + FreeAgent

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Supported triggers and actions

Integrate Omnisend and FreeAgent using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Product added

Triggers when a new product is added

Order created

Triggers when a new order is created

Campaign created

Triggers when a new campaign 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

Add product

Adds a new product

Create or update contact

Creates a new contact or updates an existing contact. This action creates or updates based on email.

Create order

Creates a new order

Update order

Updates the details of an existing order

Update product

Updates the details of an existing product

Fetch contact

Fetches the details of an existing contact

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 Omnisend?

Omnisend is an ecommerce marketing automation platform. You can provide coupon codes, track abandoned carts, and manage subscribers in segments.

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

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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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

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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