

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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