Integrate FreeAgent with Resource Guru
Send information between FreeAgent and Resource Guru automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new project in Resource Guru 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 software. This flow will initiate a new project in Resource Guru when a new project is established in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in Resource Guru.
Set up a new project in Resource Guru each time a new project is initiated in FreeAgent
FreeAgent + Resource Guru
Build your own integrations between FreeAgent and Resource Guru
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Supported triggers and actions
Integrate FreeAgent and Resource Guru 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 or Updated Resource
Triggers when a resource is created or updated
New or Updated Client
Triggers when a client is created or updated
New or Updated Project
Triggers when a project is created or updated
New or Updated Booking
Triggers when a booking is created or updated
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 Booking
Creates a new booking
Create Resource
Creates a new resource
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.
Similar apps
What is Resource Guru?
Resource Guru helps you plan your projects, clients, and resources without hassle. You can keep tabs on progress, do away with overbooking with advanced clash management, and collaborate with your team efficiently.
Similar apps
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
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Technical Engineer, Master Liveaboards
