Integrate Zoho CRM with FreeAgent
Send information between Zoho CRM and FreeAgent automatically, without writing any code, using Zoho Flow.
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Copy Zoho CRM contacts to FreeAgent
How it works
Copy Zoho CRM contacts to FreeAgent
Zoho CRM + FreeAgent
Create an invoice in FreeAgent for recently won deals in Zoho CRM
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in FreeAgent each time a deal is won in Zoho CRM.
How it works
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow adds a new item to an existing invoice in FreeAgent.
Create an invoice in FreeAgent for recently won deals in Zoho CRM
Zoho CRM + FreeAgent
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Supported triggers and actions
Integrate Zoho CRM and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Updated deal
Triggers when an existing deal is updated
User created or updated
Triggers when the details of an existing user are created or updated
Entry created or updated
Triggers when a record entry is created or updated
New contact
Triggers when a new contact is created
New lead
Triggers when a new lead is created
Updated module entry
Triggers when an entry is updated in the selected module
New note
Triggers when a new note is added
New module
Triggers when a new module is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New user
Triggers when a new user is created
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
All Actions - Actions are the automated tasks
Raise signal
Raises a signal to Zoho CRM
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send email template
Sends an email to the specified users
Add tags
Adds tags to the specified record
Send mail merge
Sends a mail merge with details of the selected record
Update related module entry
Relates an entry in this module with an entry in another module
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Convert lead to contact
Converts a lead to a contact
Add note
Adds a note to the selected module
Update module entry
Updates the specified module entry
Add user
Adds a new user
Remove tags
Removes tags from the specified record
Update user
Updates the details of an existing user based on user ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch lead
Fetches a lead by email address or unique ID
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
Fetch user
Fetches the details of an existing user by name or email address
Fetch inventory template
Fetches an inventory template using ID
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
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
What is Zoho CRM?
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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