

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


Generate an estimate within your FreeAgent automatically, When a new deal is created in Teamgate
Generate estimates instantly when a deal is created in your sales CRM, fostering efficiency in your sales and accounting processes. This flow will automatically generate an estimate within your FreeAgent whenever a new deal is created in Teamgate.
How it works
- The flow triggers when a new deal is created in Teamgate.
- Zoho Flow creates a new estimate in FreeAgent.


Generate an estimate within your FreeAgent automatically, When a new deal is created in Teamgate
Teamgate + FreeAgent


Generate an invoice in FreeAgent for newly closed deals in Teamgate
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in FreeAgent each time a deal is won in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow adds a new item to an existing invoice in FreeAgent.


Generate an invoice in FreeAgent for newly closed deals in Teamgate
Teamgate + FreeAgent

Build your own integrations between Teamgate and FreeAgent
Connect Teamgate 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 Teamgate and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Lead created
Triggers when a new lead is created

Company created
Triggers when a new company is created

Lead unqualified
Triggers when a lead is unqualified

Deal won
Triggers when a deal is won

Person created
Triggers when a new person is created

Deal lost
Triggers when a deal is lost

Lead converted to person
Triggers when a lead is converted to person

Deal created
Triggers when a new deal 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 company
Creates a new company

Create deal
Creates a new deal

Create lead
Creates a new lead

Create person
Creates a new person

Fetch user
Fetches the details of the specified user using ID, name or email address.

Fetch product
Fetches the details of the specified product using company ID, name or SKU.

Fetch lead
Fetches a lead using ID or name

Fetch comapny
Fetches a company using company name, code or email address.

Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.

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 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.
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 >