Integrate FreeAgent with DoneDone
Send information between FreeAgent and DoneDone automatically, without writing any code, using Zoho Flow.
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Start a new project in DoneDone whenever a new project is launched in FreeAgent
Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in DoneDone 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 DoneDone.
Start a new project in DoneDone whenever a new project is launched in FreeAgent
FreeAgent + DoneDone
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Supported triggers and actions
Integrate FreeAgent and DoneDone 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 in the selected project
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
Create task
Creates a task in the selected project
Create project
Creates a new project
Add comment
Adds a comment to the specified task
Update task priority
Updates the priority of the specified task
Update task status
Updates the status of the specified task
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
What is DoneDone?
DoneDone is a simple task tracker and shared inbox designed for companies to track their projects and support their customers.
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