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Integrate Teamleader with FreeAgent
Send information between Teamleader and FreeAgent automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an estimate in your FreeAgent when a new deal is created in Teamleader
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your FreeAgent when a new deal is created in Teamleader.
How it works
- The flow triggers when a new deal is created in Teamleader.
- Zoho Flow creates a new estimate in FreeAgent.
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Create an estimate in your FreeAgent when a new deal is created in Teamleader
Teamleader + FreeAgent
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Build your own integrations between Teamleader and FreeAgent
Connect Teamleader and FreeAgent 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 Teamleader and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Time tracking updated
Triggers when the details of an existing time tracking are updated
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Deal created
Triggers when a new deal is created
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Time tracking created
Triggers when a new time tracking is created
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Company created
Triggers when a new company is added
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Invoice paid
Triggers when an invoice is paid
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Project created
Triggers when a new project is created
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Deal accepted
Triggers when a deal is accepted
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Invoice booked
Triggers when an invoice is booked
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Contact added
Triggers when a new contact is added
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Product created
Triggers when a new product is created
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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
All Actions - Actions are the automated tasks
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Create deal
Creates a new deal
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Create project
Creates a new project
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Create company
Creates a new company
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Create contact
Creates a new contact
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Link contact to company
Links a contact to the specified company
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Create task
Creates a new task
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Update task
Updates the details of an existing task
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Fetch contact
Fetches a contact by ID
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Fetch company
Fetches a company by ID
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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
What is Teamleader?
Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.
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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