Integrate FreeAgent with Backlog

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

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Start a new project in Backlog whenever a new project is launched in FreeAgent

Enable efficient tracking and reporting of projects by creating a new project in your project management application. This flow will initiate a new project in Backlog 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 adds a new project in Backlog.
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Start a new project in Backlog whenever a new project is launched in FreeAgent

FreeAgent + Backlog

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Supported triggers and actions

Integrate FreeAgent and Backlog 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

Issue created

Triggers when a new issue is created

Issue updated

Triggers when an existing issue is updated

User created

Triggers when a new user is created

Project created

Triggers when a new project is created

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

Add issue

Adds a new issue

Add comment

Adds a comment to an existing issue

Add project

Adds a new project

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 Backlog?

Backlog is an all-in-one project management application for teams. It provides issue tracking, Git hosting, version control, Wikis, and more.

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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