![](https://flow-in-public.nimbuspop.com/flow-apps/onpipeline.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Integrate Onpipeline with FreeAgent
Send information between Onpipeline and FreeAgent automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-in-public.nimbuspop.com/flow-apps/onpipeline.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Generate an estimate within your FreeAgent automatically, When a new deal is created in Onpipeline
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will automatically generate an estimate within your FreeAgent whenever a new deal is created in Onpipeline.
How it works
- The flow triggers when a new deal is created in Onpipeline.
- Zoho Flow creates a new estimate in FreeAgent.
![](https://flow-in-public.nimbuspop.com/flow-apps/onpipeline.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Generate an estimate within your FreeAgent automatically, When a new deal is created in Onpipeline
Onpipeline + FreeAgent
![](https://flow-in-public.nimbuspop.com/flow-apps/onpipeline.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Create an invoice in FreeAgent for the latest closed deals in Onpipeline
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will create a fresh invoice in FreeAgent for every finalised deal in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow adds a new item to an existing invoice in FreeAgent.
![](https://flow-in-public.nimbuspop.com/flow-apps/onpipeline.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Create an invoice in FreeAgent for the latest closed deals in Onpipeline
Onpipeline + FreeAgent
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Onpipeline and FreeAgent
Connect Onpipeline and FreeAgent with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Onpipeline and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-in-public.nimbuspop.com/flow-apps/onpipeline.png)
Person added
Triggers when a new contact person is added
![](https://flow-in-public.nimbuspop.com/flow-apps/onpipeline.png)
Event updated
Triggers when a calendar event is updated
![](https://flow-in-public.nimbuspop.com/flow-apps/onpipeline.png)
Deal updated as won
Triggers when a deal is updated as won
![](https://flow-in-public.nimbuspop.com/flow-apps/onpipeline.png)
Deal created
Triggers when a new deal is created
![](https://flow-in-public.nimbuspop.com/flow-apps/onpipeline.png)
Organization created
Triggers when a new organization is created
![](https://flow-in-public.nimbuspop.com/flow-apps/onpipeline.png)
Event created
Triggers when a new calendar event is created
![](https://flow-in-public.nimbuspop.com/flow-apps/onpipeline.png)
Deal updated
Triggers when an existing deal is updated
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Bill created
Triggers when a new bill is created
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
User created
Triggers when a new user is created
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Contact created
Triggers when a new contact is created
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Project note added
Triggers when a new note is added for the selected project
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Task created
Triggers when a new task is created
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Price list item created
Triggers when a new price list item is created
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Project created
Triggers when a new project is created
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Invoice created
Triggers when a new invoice is created in the selected project
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Estimate created
Triggers when a new estimate is created in the selected project
All Actions - Actions are the automated tasks
![](https://flow-in-public.nimbuspop.com/flow-apps/onpipeline.png)
Add organization
Adds a new organization
![](https://flow-in-public.nimbuspop.com/flow-apps/onpipeline.png)
Create deal
Creates a new deal
![](https://flow-in-public.nimbuspop.com/flow-apps/onpipeline.png)
Add lead
Creates a new lead
![](https://flow-in-public.nimbuspop.com/flow-apps/onpipeline.png)
Update person
Updates the details of an existing contact person
![](https://flow-in-public.nimbuspop.com/flow-apps/onpipeline.png)
Add person
Adds a new contact person
![](https://flow-in-public.nimbuspop.com/flow-apps/onpipeline.png)
Update organization
Updates the details of an existing organization
![](https://flow-in-public.nimbuspop.com/flow-apps/onpipeline.png)
Update deal
Updates the details of an existing deal
![](https://flow-in-public.nimbuspop.com/flow-apps/onpipeline.png)
Fetch organization
Fetches the details of an existing organisation by name
![](https://flow-in-public.nimbuspop.com/flow-apps/onpipeline.png)
Fetch person
Fetches the details of an existing person by full name
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Create credit note
Creates a new credit note
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Create contact
Creates a new contact
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Add estimate item
Adds a new item to an existing estimate
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Create expenses
Creates a new expenses
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Create task
Creates a new task in the selected project
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Create journal set
Creates a new journal set
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Add note to project
Adds a note to the selected project
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Add invoice item
Adds a new item to an existing invoice
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Create invoice
Creates a new invoice
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Create project
Creates a new project
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Create bill
Creates a new bill
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Create estimate
Creates a new estimate
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Add note to contact
Adds a note to the selected contact
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Update contact
Updates details of the selected contact
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Update estimate status
Updates the status of an existing estimate by ID
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Convert to credit note
Convert a draft negative invoice to a credit note
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Email an invoice
Sends an existing invoice by invoice ID
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Update credit note status
Updates the status of an existing credit note using credit note ID
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Update task
Updates the details of an existing task
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Fetch invoice
Fetches details of the exisiting invoice by ID
![](https://flow-in-public.nimbuspop.com/flow-apps/freeagent.png)
Fetch contact
Fetches details of the selected contact
What is Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
Similar apps
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
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