Integrate FreeAgent with Simplicate

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

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Start a new project in Simplicate whenever a new project is launched in FreeAgent

Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Simplicate 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 Simplicate.
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Start a new project in Simplicate whenever a new project is launched in FreeAgent

FreeAgent + Simplicate

Build your own integrations between FreeAgent and Simplicate

Connect FreeAgent and Simplicate 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 Simplicate 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

Employee added

Triggers when a new employee is added

Project created

Triggers when a new project is created

Invoice created

Triggers when a new invoice is created

Organization created

Trigger when a new organization is created

Sale recorded

Triggers when a new sale is recorded

Person added

Trigger when a new person is added

Contact person added

Triggers when a new contact person is added

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

Add person

Adds a new person

Create invoice

Creates a new invoice

Create project

Creates a new project

Add leave

Adds a new leave for an employee

Record sale

Records a new sale

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 Simplicate?

Simplicate is an online platform for business processes. You can manage multiple operations, improve customer relationships with quick access to data, and track working hours and budgets.

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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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