

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


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
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in Simplicate.


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

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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.
Similar apps
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.
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