Integrate Order Desk with FreeAgent

Send information between Order Desk 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 Order Desk

Generate invoices automatically upon order placement to expedite transactions. This flow will generate an invoice in FreeAgent whenever a new order is placed in Order Desk.

How it works
  1. The flow triggers when a new order is created in Order Desk.
  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 Order Desk

Order Desk + FreeAgent

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Supported triggers and actions

Integrate Order Desk and FreeAgent using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Order created

Triggers when a new order 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 order

Creates a new order

Change folder

Moves the specified order to a different folder

Add shipment

Adds a shipment to an order at Order Desk

Update order

Updates the details of an existing order using order ID

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 Order Desk?

Order Desk is an omnichannel ecommerce order management application that lets you automate your order workflows. It provides a rules engine, numerous integrations, and more.

E Commerce

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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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. 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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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