Integrate FreeAgent with Shortcut
Send information between FreeAgent and Shortcut automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Shortcut whenever a new project is created in FreeAgent
Enable efficient tracking and reporting of projects by creating a new project in your project management solution. This flow will set up a new project in Shortcut 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 Shortcut.
Create a new project in Shortcut whenever a new project is created in FreeAgent
FreeAgent + Shortcut
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Supported triggers and actions
Integrate FreeAgent and Shortcut 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
Comment added
Triggers when a new comment is added
Milestone created
Triggers when a new milestone is created
Epic created
Triggers when a new epic is created
Story created
Triggers when a new story is created in a project
Project created
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 iteration
Creates a new iteration
Create story
Creates a new story in the selected project
Create comment
Creates a new comment in a selected story
Create team
Creates a new team
Create label
Creates a new label
Create category
Creates a new category
Create epic
Creates a new epic
Create milestone
Creates a new milestone
Create project
Creates a new project
Update label
Updates the details of an existing label
Update team
Update details of an existing team
Update story
Updates the details of an existing story
Update epic
Updates the details of an existing epic
Update iteration
Update details of an existing iteration
Fetch team
Fetch the details of an existing team using ID
Fetch epic
Fetch the details of an existing epic using 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 Shortcut?
Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.
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