Integrate FreeAgent with Simplicate
Send information between FreeAgent and Simplicate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Start a new project in Simplicate whenever a new project is launched in FreeAgent
Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Simplicate when a new project is established in FreeAgent.
How it works
- The flow triggers when a new project is created in FreeAgent.
- Zoho Flow creates a new project in Simplicate.
Start a new project in Simplicate whenever a new project is launched in FreeAgent
FreeAgent + Simplicate
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Supported triggers and actions
Integrate FreeAgent and Simplicate 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
Invoice created
Triggers when a new invoice is created
Project created
Triggers when a new project is created
Employee added
Triggers when a new employee is added
Contact person added
Triggers when a new contact person is added
Person added
Triggers when a new person is added
Sale recorded
Triggers when a new sale is recorded
Organization created
Triggers when a new organization 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 leave
Adds a new leave for an employee
Create project
Creates a new project
Create invoice
Creates a new invoice
Add person
Adds a new person
Record sale
Records a new sale
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.
Similar apps
What is Simplicate?
Simplicate is an online platform for business processes. You can manage multiple operations, improve customer relationships with quick access to data, and track working hours and budgets.
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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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