Integrate FreeAgent with Easy Projects

Send information between FreeAgent and Easy Projects automatically, without writing any code, using Zoho Flow.

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Initiate a new project in Easy Projects when a new project is established in FreeAgent

Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Easy Projects when a new project is established in FreeAgent.

How it works
  1. The flow triggers when a new project is created in FreeAgent.
  2. Zoho Flow creates a new project in Easy Projects.
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Initiate a new project in Easy Projects when a new project is established in FreeAgent

FreeAgent + Easy Projects

Build your own integrations between FreeAgent and Easy Projects

Connect FreeAgent and Easy Projects 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 FreeAgent and Easy Projects 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

New project activity

Triggers when a new activity is created in the selected project

New activity

Triggers when a new activity is created

Updated activity

Triggers when an existing activity is updated

New activity message

Triggers when a new message is posted in the selected activity

New project

Triggers when a new project is created

New user

Triggers when a new user is created

New project message

Triggers when a new message is posted in the selected project

New time log

Triggers when a time log is created

Updated project

Triggers when an existing project is updated

Updated time log

Triggers when an existing time log is updated

New customer

Triggers when a new customer is created

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 activity

Creates a new activity

Create customer

Creates a new customer

Update user

Updates the details of an existing user

Post activity message

Posts a new message in an activity

Create project

Creates a new project

Create User

Creates a new user

Update customer

Updates the details of an existing customer

Post project message

Posts a new message in a project

Create time log

Creates a new time log

Update project

Updates an existing project

Update activity

Updates an existing activity

Update time log

Updates an existing time log

Fetch project

Fetches an existing project by its unique ID

Fetch activity

Fetches an existing activity by its unique ID

Fetch time log

Fetches an existing time log by its unique ID

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.

Accounting

What is Easy Projects?

Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.

Project Management

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 >

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