Integrate FreeAgent with Timely
Send information between FreeAgent and Timely automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Timely whenever a new project is created in FreeAgent
Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in Timely 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 Timely.
Create a new project in Timely whenever a new project is created in FreeAgent
FreeAgent + Timely
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Supported triggers and actions
Integrate FreeAgent and Timely 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
Event created
Triggers when a new event is created
Project created
Triggers when a new project is created
Event created for user
Triggers when a new event is created for the selected user
Account created
Triggers when a new account is created
User added
Triggers when a new user is added
Event created in project
Triggers when a new event is created in the selected project
Client created
Triggers when a new client is created for the selected account
Team created
Triggers when a new team 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
Add user
Adds a new user
Create client
Creates a new client
Create event for user
Creates a new event for the selected user
Create event in project
Creates a new event in the selected project
Create project
Creates a new 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 Timely?
Timely is an automatic time tracking and project management tool. You can track milestones, group activities together, and create detailed timesheets and reports.
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