Integrate FreeAgent with Todoist
Send information between FreeAgent and Todoist automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new project in Todoist each time a new project is initiated in FreeAgent
Enable efficient tracking and reporting of projects by creating a new project in your task management tool. This flow will start a new project in Todoist 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 Todoist.
Set up a new project in Todoist each time a new project is initiated in FreeAgent
FreeAgent + Todoist
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Supported triggers and actions
Integrate FreeAgent and Todoist 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
Incomplete task added
Triggers when an incomplete task is added to the selected project
Task completed
Triggers when a task is completed in the selected project. This does not trigger for recurring tasks.
New section
Triggers when a new section is added
Completed task with label
Triggers when a task with the selected label is completed. This does not trigger for recurring tasks.
Any task completed
Triggers when a task (including recurring tasks) is completed in the selected project
Project created
Triggers when a new project 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 comment to task
Adds a comment to a task
Add comment to project
Adds a comment to a project
Create project
Creates a new project
Invite user to project
Invites a user to a project by email
Create task
Creates a new task
Mark task as incomplete
Marks the specified task as incomplete
Move task
Moves the specified task to the selected project
Mark task as completed
Marks the specified task as completed
Archive project
Archives the specified project
Update task
Updates the details of an existing task
Fetch task
Fetches a task by title or ID. If the task does not exist, you can choose to create a new one.
Fetch project
Fetches a project by name or ID. If the project does not exist, you can choose to create a new one.
Fetch user
Fetches the details of an existing user by email address. The user must be connected to your account.
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 Todoist?
Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity.
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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