Integrate FreeAgent with Simplicate

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

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Start a new project in Simplicate whenever a new project is launched in FreeAgent

Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Simplicate when a new project is established 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 Simplicate.
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Start a new project in Simplicate whenever a new project is launched in FreeAgent

FreeAgent + Simplicate

Build your own integrations between FreeAgent and Simplicate

Connect FreeAgent and Simplicate with over 850+ 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 Simplicate 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

Employee added

Triggers when a new employee is added

Project created

Triggers when a new project is created

Person added

Trigger when a new person is added

Contact person added

Triggers when a new contact person is added

Sale recorded

Triggers when a new sale is recorded

Invoice created

Triggers when a new invoice is created

Organization created

Trigger when a new organization 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 project

Creates a new project

Add person

Adds a new person

Create invoice

Creates a new invoice

Add leave

Adds a new leave for an employee

Record sale

Records a new sale

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 Simplicate?

Simplicate is an online platform for business processes. You can manage multiple operations, improve customer relationships with quick access to data, and track working hours and budgets.

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.

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Logic

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

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Custom functions

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