Integrate FreeAgent with Frame.io

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

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Initiate a new project in Frame.io when a new project is established in FreeAgent

Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in Frame.io each time a new project is initiated 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 Frame.io.
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Initiate a new project in Frame.io when a new project is established in FreeAgent

FreeAgent + Frame.io

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Supported triggers and actions

Integrate FreeAgent and Frame.io 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

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

Creates a new project

Create comment reply

Creates a reply for the specified comment

Create comment

Creates a comment for the specified asset

Update project

Updates the details of an existing 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 Frame.io?

Frame.io is a video review and collaboration platform that provides fast reviewing, version management, advanced search filters and more.

Team Collaboration

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 has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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