Integrate CloudCart with FreeAgent
Send information between CloudCart and FreeAgent automatically, without writing any code, using Zoho Flow.
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Create an invoice in FreeAgent for new orders placed in CloudCart
Reduce the administrative workload associated with manual invoice creation. This flow will create an invoice in FreeAgent every time a new order is recorded in CloudCart.
How it works
- The flow triggers when a new order is created in CloudCart.
- Zoho Flow adds a new item to an existing invoice in FreeAgent.
Create an invoice in FreeAgent for new orders placed in CloudCart
CloudCart + FreeAgent
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Supported triggers and actions
Integrate CloudCart and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer added
Triggers when a new customer is added
Order updated
Triggers when the details of an existing order are updated
Order created
Triggers when a new order is created
Product updated
Triggers when the details of an existing product are updated
Product created
Triggers when a new product is created
Project created
Triggers when a new project is created
Price list item created
Triggers when a new price list item is created
Project note added
Triggers when a new note is added for the selected project
Contact created
Triggers when a new contact is created
Bill created
Triggers when a new bill is created
Task created
Triggers when a new task is created
Estimate created
Triggers when a new estimate is created in the selected project
Invoice created
Triggers when a new invoice is created in the selected project
User created
Triggers when a new user is created
All Actions - Actions are the automated tasks
Create vendor
Adds a new vendor
Update vendor
Updates the details of an existing vendor
Update order
Updates the details of an existing order
Create expenses
Creates a new expenses
Add note to project
Adds a note to the selected project
Add note to contact
Adds a note to the selected contact
Create task
Creates a new task in the selected project
Create credit note
Creates a new credit note
Add estimate item
Adds a new item to an existing estimate
Create bill
Creates a new bill
Create contact
Creates a new contact
Create invoice
Creates a new invoice
Add invoice item
Adds a new item to an existing invoice
Create project
Creates a new project
Create estimate
Creates a new estimate
Create journal set
Creates a new journal set
Update contact
Updates details of the selected contact
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 estimate status
Updates the status of an existing estimate by ID
Convert to credit note
Convert a draft negative invoice to a credit note
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 CloudCart?
CloudCart is an e-commerce platform that allows you to sell online and provides features such as secured hosting, integrated live chat, multi-currency payments, and more.
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.
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