Integrate FreeAgent with Frame.io
Send information between FreeAgent and Frame.io automatically, without writing any code, using Zoho Flow.
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Initiate a new project in Frame.io when a new project is established in FreeAgent
Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in Frame.io each time a new project is initiated in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in Frame.io.
Initiate a new project in Frame.io when a new project is established in FreeAgent
FreeAgent + Frame.io
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Supported triggers and actions
Integrate FreeAgent and Frame.io 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
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 comment reply
Creates a reply for the specified comment
Create comment
Creates a comment for the specified asset
Create project
Creates a new project
Update project
Updates the details of an existing project
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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What is Frame.io?
Frame.io is a video review and collaboration platform that provides fast reviewing, version management, advanced search filters and more.
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Custom functions
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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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!
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