

Integrate Agile CRM with FreeAgent
Send information between Agile CRM and FreeAgent automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Generate an estimate within your FreeAgent automatically, When a new deal is created in Agile CRM
Generate estimates instantly when a deal is created in your customer relationship management software, fostering efficiency in your sales and accounting processes. This flow will prepare an estimate in FreeAgent for a new deal created in your Agile CRM.
How it works
- The flow triggers when a new deal is created in Agile CRM.
- Zoho Flow creates a new estimate in FreeAgent.


Generate an estimate within your FreeAgent automatically, When a new deal is created in Agile CRM
Agile CRM + FreeAgent

Build your own integrations between Agile CRM and FreeAgent
Connect Agile CRM 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 Agile CRM and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New Task
Triggers when a new task is created

New Ticket
Triggers when a new ticket is created

New Deal
Triggers when a new deal is created

Bill created
Triggers when a new bill is created

User created
Triggers when a new user is created

Contact created
Triggers when a new contact is created

Project note added
Triggers when a new note is added for the selected project

Task created
Triggers when a new task is created

Price list item created
Triggers when a new price list item is created

Project created
Triggers when a new project is created

Invoice created
Triggers when a new invoice is created in the selected project

Estimate created
Triggers when a new estimate is created in the selected project
All Actions - Actions are the automated tasks

Create Ticket
Creates a new ticket

Create Contact
Creates a new contact

Create Company
Creates a new company

Create Task
Creates a task for the selected contact

Create Event
Creates a new event

Create Deal
Creates a new deal

Create credit note
Creates a new credit note

Create contact
Creates a new contact

Add estimate item
Adds a new item to an existing estimate

Create expenses
Creates a new expenses

Create task
Creates a new task in the selected project

Create journal set
Creates a new journal set

Add note to project
Adds a note to the selected project

Add invoice item
Adds a new item to an existing invoice

Create invoice
Creates a new invoice

Create project
Creates a new project

Create bill
Creates a new bill

Create estimate
Creates a new estimate

Add note to contact
Adds a note to the selected contact

Update contact
Updates details of the selected contact

Update estimate status
Updates the status of an existing estimate by ID

Convert to credit note
Convert a draft negative invoice to a credit note

Email an invoice
Sends an existing invoice by invoice ID

Update credit note status
Updates the status of an existing credit note using credit note ID

Update task
Updates the details of an existing task

Fetch invoice
Fetches details of the exisiting invoice by ID

Fetch contact
Fetches details of the selected contact
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
Similar apps
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
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.
Learn more >