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
- The flow triggers when a new order is created in Order Desk.
- Zoho Flow adds a new item to an existing invoice in FreeAgent.
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.
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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.
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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
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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
