Integrate FreeAgent with Pivotal Tracker
Send information between FreeAgent and Pivotal Tracker automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new project in Pivotal Tracker each time a new project is initiated in FreeAgent
Enable efficient tracking and reporting of projects by creating a new project in your project management tool. This flow will start a new project in Pivotal Tracker whenever a new project is launched in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in Pivotal Tracker.
Set up a new project in Pivotal Tracker each time a new project is initiated in FreeAgent
FreeAgent + Pivotal Tracker
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Supported triggers and actions
Integrate FreeAgent and Pivotal Tracker 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
New Project
Triggers when a new project is created
New Story
Triggers when a new story is created in the selected project
New Activity
Triggers when new activity happens
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 Project
Creates a new project
Create Story
Creates a new story in the selected 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.
What is Pivotal Tracker?
Pivotal Tracker is a project management tool for developers. You can customize notifications; follow up on every event in a project's history; organize with tasks, labels, and workspaces; and even share files.
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
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
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
