Integrate FreeAgent with Asana

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

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Create a new project in Asana whenever a new project is created in FreeAgent

Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Asana when a new project is established in FreeAgent.

How it works
  1. The flow triggers when a new project is created in FreeAgent.
  2. Zoho Flow creates a new project in the selected team in Asana.
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Create a new project in Asana whenever a new project is created in FreeAgent

FreeAgent + Asana

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Supported triggers and actions

Integrate FreeAgent and Asana using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Task created

Triggers when a new task is created

Workspace or organization created

Triggers when a new workspace or organization is created

Team created

Triggers when a team is created in the selected organization

User added

Triggers when a new user is added in the selected workspace

Task section changed

Triggers when a change is made to a task section

Task completed

Triggers when an existing task is completed

Task tagged

Triggers when a task is tagged in the selected project

Tag added

Triggers when a new tag is added in the selected workspace

Task updated

Triggers when the details of an existing task are updated

Project created

Triggers when a new project is created

Project updated

Triggers when the details of an existing project are updated

All Actions - Actions are the automated tasks

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

Create project from template

Creates a new project from the selected template

Create subtask

Creates a new subtask under the specified task

Create project in team

Creates a new project in the selected team

Create story

Creates a new story for the specified task

Duplicate project

Creates a duplicate copy of an existing project with a different name

Create project in workspace

Creates a new project in the selected workspace

Create task

Creates a new task in the selected project

Add task to section

Adds a new task to the specified section

Create task in project

Creates a new task with custom fields in the selected project

Update task in project

Updates the details (include custom fields) of an existing task

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Fetch task in project

Fetches the details (including custom fields) of an existing task in a project by its GID

Fetch user

Fetches the details of an existing user by email

Fetch task

Fetches a task by its GID

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

What is Asana?

Asana is a team collaboration platform that let teams track their work with projects, tasks, and subtasks. It also lets you add custom fields, create team pages, set due dates, and more.

Build comprehensive workflows using

Webhook triggers

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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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