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Integrate FreeAgent with Zoho Projects
Send information between FreeAgent and Zoho Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an event in Zoho Projects when a task is created FreeAgent
Link tasks to events for clear assignment and progress tracking. This flow will create an event in Zoho Projects once a task is created in FreeAgent.
How it works
- The flow triggers when a new task is created in FreeAgent.
- Zoho Flow creates a new event in Zoho Projects.
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Create an event in Zoho Projects when a task is created FreeAgent
FreeAgent + Zoho Projects
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Create a new project in Zoho Projects whenever a new project is created in FreeAgent
Enable seamless tracking and reporting by auto-creating projects in your project management software from online accounting software. This flow will start a new project in Zoho Projects 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 Zoho Projects.
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Create a new project in Zoho Projects whenever a new project is created in FreeAgent
FreeAgent + Zoho Projects
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Build your own integrations between FreeAgent and Zoho Projects
Connect FreeAgent and Zoho Projects 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 Zoho Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Bill created
Triggers when a new bill is created
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User created
Triggers when a new user is created
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Task created
Triggers when a new task is created
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Project note added
Triggers when a new note is added for the selected project
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Contact created
Triggers when a new contact is created
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Price list item created
Triggers when a new price list item is created
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Project created
Triggers when a new project is created
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Estimate created
Triggers when a new estimate is created in the selected project
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Invoice created
Triggers when a new invoice is created in the selected project
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Task completed
Triggers when a task is completed in the selected portal
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Task created in project
Triggers when a new task is created in the selected project
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Milestone completed
Triggers when a milestone is marked as completed
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Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
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Project created
Triggers when a new project is created
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Project updated
Triggers when the details of an existing project are updated
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Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
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Overdue task in project
Triggers when a task in the selected project becomes overdue
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Task created
Triggers when a new task is created in the selected portal
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Milestone created
Triggers when a new milestone is created
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Project comment added
Triggers when a new comment is added in the selected project
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Task updated in project
Triggers when the details of an existing task are updated in the selected project
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Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
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Event created
Triggers when a new event is created
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Milestone created in a portal
Triggers when a new milestone is created in the selected portal
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Task list completed
Triggers when a task list is marked as completed
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Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
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Comment added
Triggers when a new comment is added to the selected task
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Task list created
Triggers when a new task list is created
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Bug submitted
Triggers when a new bug/issue is submitted
All Actions - Actions are the automated tasks
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Create journal set
Creates a new journal set
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Create contact
Creates a new contact
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Create credit note
Creates a new credit note
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Add estimate item
Adds a new item to an existing estimate
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Create invoice
Creates a new invoice
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Add invoice item
Adds a new item to an existing invoice
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Create bill
Creates a new bill
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Add note to contact
Adds a note to the selected contact
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Create estimate
Creates a new estimate
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Create project
Creates a new project
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Create task
Creates a new task in the selected project
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Create expenses
Creates a new expenses
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Add note to project
Adds a note to the selected project
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Convert to credit note
Convert a draft negative invoice to a credit note
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Update credit note status
Updates the status of an existing credit note using credit note ID
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Update estimate status
Updates the status of an existing estimate by ID
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Update contact
Updates details of the selected contact
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Email an invoice
Sends an existing invoice by invoice ID
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Update task
Updates the details of an existing task
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Fetch contact
Fetches details of the selected contact
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Fetch invoice
Fetches details of the exisiting invoice by ID
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Add client to project
Adds a client to the selected project
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Add user to project
Adds a user to the selected project
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Add comment
Adds a comment to the selected task
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Create subtask
Creates a new subtask in the selected task
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Add comment to bug
Adds a new comment to the selected bug
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Submit bug
Submits a new bug/issue
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Create milestone
Creates a new milestone
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Add followers to task
Adds the specified users as followers to an existing task
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Create task
Creates a new task
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Create issue time log
Creates a time log for the selected issue
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Create comment in project
Creates a new comment in the selected project
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Add existing client company to a project
Adds an existing client company to a project
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Create task list
Creates a new task list
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Create event
Creates a new event
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Create general time log
Creates a general time log for the selected project
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Create time log for task
Creates a time log for the selected task
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Create project
Creates a new project
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Add client company
Creates a new client company
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Update bug
Updates the details of an existing bug/issue
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Update client company
Updates the details of an existing client company
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Update general time log
Updates the details of an existing general time log
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Update task or subtask
Updates the task or subtask details for the specified ID
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Update issue time log
Updates the details of an existing issue time log
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Complete milestone
Completes an existing milestone
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Update task time log
Updates the details of an existing task time log
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Update project
Updates the details of an existing project
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Update task list
Updates the details of a task list using its ID
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Fetch project status
Fetches the status of a project by name
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Fetch task list
Fetches the details of an existing task list by name
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Fetch project - By ID
Fetches the details of an existing project by ID
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Fetch CRM deals
Fetch the CRM deals associated with the selected project
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Fetch bug in project
Fetches the details of an existing bug/task in the selected project
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Fetch time log
Fetches the details of an existing time log by bill status and owner
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Fetch milestone by ID
Fetches the details of an existing milestone by ID
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Fetch project - By search term
Fetches the details of an existing project by search term
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Fetch clients in a project
Fetches the clients associated with the selected project
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Fetch task
Fetches the details of an existing task by name
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Fetch milestone
Fetch the details of an existing milestone by search term
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Fetch user
Fetches the details of an existing user by email address or user ID
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Fetch task status
Fetches the status of an existing task by task name
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Fetch task in project
Fetches the details of an existing task by ID, name, owner, or status in the selected project
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Fetch user in portal
Fetches the details of a user in the selected portal using email address
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Fetch tag
Fetches the specified tag using name
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.
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What is Zoho Projects?
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.
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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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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