Integrate Salesmate with FreeAgent

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

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Create an estimate in FreeAgent for every new deal created in your Salesmate

Generate estimates instantly when a deal is created in your CRM tool, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your FreeAgent when a new deal is created in Salesmate.

How it works
  1. The flow triggers when a new deal is created in Salesmate.
  2. Zoho Flow creates a new estimate in FreeAgent.
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Create an estimate in FreeAgent for every new deal created in your Salesmate

Salesmate + FreeAgent

Build your own integrations between Salesmate and FreeAgent

Connect Salesmate and FreeAgent 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 Salesmate and FreeAgent using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Activity created

Triggers when a new activity is created

Contact created

Triggers when a new contact is created

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company is created

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

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create activity

Creates a new activity

Create company

Creates a new company

Create deal

Creates a new deal

Update deal

Updates the details of an existing deal

Update activity

Updates the details of an existing activity

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Fetch deal

Fetches the details of a deal by title or ID

Fetch contact

Fetches the details of a contact by name, ID, or email

Fetch activity

Fetches the details of an activity by title or ID

Fetch company

Fetches the details of a company by name, ID, or website

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

What is Salesmate?

Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.

CRM

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

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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