Integrate FreeAgent with Teamwork Projects

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

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Initiate a new project in Teamwork Projects when a new project is established in FreeAgent

Reduce discrepancies between online accounting software and project management software by auto-syncing project details. This flow will set up a new project in Teamwork Projects 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 Teamwork Projects.
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Initiate a new project in Teamwork Projects when a new project is established in FreeAgent

FreeAgent + Teamwork Projects

Build your own integrations between FreeAgent and Teamwork Projects

Connect FreeAgent and Teamwork Projects 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 Teamwork Projects 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

New task

Triggers when a new task is created in the selected project

New milestone

Triggers when a new milestone is created in the selected project

New task list

Triggers when a new task list is created in the selected project

New company

Triggers when a new company is created

New message

Triggers when a new message is created in the selected project

New person in project

Triggers when a new person is added in the selected project

New person

Triggers when a new person is added

New project

Triggers when a new project is created

New time entry

Triggers when a new time entry is created in the selected project

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 milestone

Creates a new milestone in the selected project

Add person

Adds a new person

Create project

Creates a new project

Create message

Creates a new message in the selected project

Create time entry

Creates a new time entry in the selected project

Create company

Creates a new company

Create task

Creates a new task in the selected task list

Fetch person

Fetches the details of a person by person ID or email address

Fetch company

Fetches the details of an existing company

Fetch project

Fetches the details of an existing project

Fetch tag

Fetches the details of a tag by ID or name

Fetch task

Fetches the details of an existing task

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 Teamwork Projects?

Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.

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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