Integrate FreeAgent with Wrike
Send information between FreeAgent and Wrike automatically, without writing any code, using Zoho Flow.
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Set up a new project in Wrike each time a new project is initiated in FreeAgent
Reduce discrepancies between online accounting software and project management tool by auto-syncing project details. This flow will set up a new project in Wrike 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 under the selected folder in Wrike.
Set up a new project in Wrike each time a new project is initiated in FreeAgent
FreeAgent + Wrike
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Supported triggers and actions
Integrate FreeAgent and Wrike 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
Folder or project created
Triggers when a new folder or project is created
Task event occurred
Triggers when an event has occurred in a task
Task created
Triggers when a new task is created
Folder or project event occurred
Triggers when an event has occurred in a folder or a project
Attachment added
Triggers when an attachment is added and extracts the attachment URL
Project status updated
Triggers when the status of a project is updated
Comment added for folder or project
Triggers when a new comment is added for a folder or project
Task status updated
Triggers when the status of a task is updated
Comment added for task
Triggers when a new comment is added for a task
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 the specified task
Create project
Creates a new project under the selected folder
Fetch user
Fetches the details of an existing user
Add comment to folder or project
Adds a comment to the selected folder or project
Create task
Creates a new task under the selected folder or project
Create folder
Creates a new folder under the selected parent folder
Create time log entry
Creates a new time log entry for the specified task
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task
Fetch folder or project
Fetches the details of an existing folder or 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.
Similar apps
What is Wrike?
Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.
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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.
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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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
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Technical Engineer, Master Liveaboards
