Integrate FreeAgent with Active Collab
Send information between FreeAgent and Active Collab automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new project in Active Collab each time a new project is initiated in FreeAgent
Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in Active Collab 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 in Active Collab.
Set up a new project in Active Collab each time a new project is initiated in FreeAgent
FreeAgent + Active Collab
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Supported triggers and actions
Integrate FreeAgent and Active Collab 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
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
Task created
Triggers when a new task is created
Comment added
Triggers when a comment is added to an object
Task closed
Triggers when a task is closed
Task list created
Triggers when a new task list is created in a project
Task moved
Triggers when a task is moved from one task list to another
Project created
Triggers when a new project is created
Task updated
Triggers when the details of an existing task is updated
All Actions - Actions are the automated tasks
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
Add comment to task
Creates a new comment in the selected task
Add comment to discussion
Adds a new comment to discussion
Create task
Creates a new task
Create company
Creates a new company
Create project
Creates a new project
Move task
Moves the specified task to the selected task list
Fetch task
Fetches the details of an existing task
Fetch user
Fetches the details of an existing user by email address
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.
What is Active Collab?
ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.
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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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