Integrate FreeAgent with Active Collab

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

Explore prebuilt integration flows to get started

[esc]

Set up a new project in Active Collab each time a new project is initiated in FreeAgent

Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in Active Collab each time a new project is initiated in FreeAgent.

How it works
  1. The flow triggers when a new project is created in FreeAgent.
  2. Zoho Flow creates a new project in Active Collab.
+

Set up a new project in Active Collab each time a new project is initiated in FreeAgent

FreeAgent + Active Collab

Build your own integrations between FreeAgent and Active Collab

Connect FreeAgent and Active Collab 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 Active Collab using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Bill created

Triggers when a new bill is created

User created

Triggers when a new user is created

Task created

Triggers when a new task 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

Price list item created

Triggers when a new price list item is created

Project created

Triggers when a new project is created

Estimate created

Triggers when a new estimate is created in the selected project

Invoice created

Triggers when a new invoice is created in the selected project

Task list created

Triggers when a new task list is created in a project

Task closed

Triggers when a task is closed

Project created

Triggers when a new project is created

Task moved

Triggers when a task is moved from one task list to another

Task updated

Triggers when the details of an existing task is updated

Comment added

Triggers when a comment is added to an object

Task created

Triggers when a new task is created

All Actions - Actions are the automated tasks

Create journal set

Creates a new journal set

Create contact

Creates a new contact

Create credit note

Creates a new credit note

Add estimate item

Adds a new item to an existing estimate

Create invoice

Creates a new invoice

Add invoice item

Adds a new item to an existing invoice

Create bill

Creates a new bill

Add note to contact

Adds a note to the selected contact

Create estimate

Creates a new estimate

Create project

Creates a new project

Create task

Creates a new task in the selected project

Create expenses

Creates a new expenses

Add note to project

Adds a note to the selected project

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

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

Fetch contact

Fetches details of the selected contact

Fetch invoice

Fetches details of the exisiting invoice by ID

Create company

Creates a new company

Create task

Creates a new task

Create project

Creates a new project

Add comment to discussion

Adds a new comment to discussion

Add comment to task

Creates a new comment in the selected task

Move task

Moves the specified task to the selected task list

Fetch user

Fetches the details of an existing user by email address

Fetch task

Fetches the details of an existing task

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

What is Active Collab?

ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.

Project Management

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. 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 automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY