Integrate FreeAgent with Roll
Send information between FreeAgent and Roll automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Roll as soon as a task is created in FreeAgent
Eliminate redundant work and streamline task management by creating a record in the project management app. This flow will create a task in Roll each time a new task is initiated in FreeAgent.
How it works
- The flow triggers when a new task is created in FreeAgent.
- Zoho Flow creates a new task in Roll.
Create a task in Roll as soon as a task is created in FreeAgent
FreeAgent + Roll
Initiate a new project in Roll when a new project is established in FreeAgent
Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in Roll whenever a new project is launched in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in Roll.
Initiate a new project in Roll when a new project is established in FreeAgent
FreeAgent + Roll
Build your own integrations between FreeAgent and Roll
Connect FreeAgent and Roll with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate FreeAgent and Roll 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
Company created
Triggers when a new company is created
Time record created
Triggers when a new time record is created
Task created
Triggers when a new task 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
Create task
Creates a new task
Create project
Creates a new project
Create company
Creates a new company
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.
What is Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
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Technical Engineer, Master Liveaboards
