Integrate FreeAgent with Shortcut

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

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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
  1. The flow triggers when a new project is created in FreeAgent.
  2. Zoho Flow creates a new project in Shortcut.
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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.

Accounting

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.

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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