

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


Set up a new project in MeisterTask each time a new project is initiated in FreeAgent
Enable seamless tracking and reporting by auto-creating projects in your project management tool from online accounting software. This flow will initiate a new project in MeisterTask when a new project is established in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in MeisterTask.


Set up a new project in MeisterTask each time a new project is initiated in FreeAgent
FreeAgent + MeisterTask

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Supported triggers and actions
Integrate FreeAgent and MeisterTask 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 section
Triggers when a new section is created

New task created
Triggers when a new task is created

New task in section
Triggers when a new task is added in the selected section

New task in project
Triggers when a new task is created in the selected project

Task completed
Triggers when a task is completed

New person
Triggers when a new person is added to a project

New project
Triggers when a new project 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 task
Creates a new task in the selected section

Fetch person
Fetches a person by their 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.
What is MeisterTask?
MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress.
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