Integrate FreeAgent with Timely

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

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Create a new project in Timely whenever a new project is created in FreeAgent

Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in Timely 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 Timely.
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Create a new project in Timely whenever a new project is created in FreeAgent

FreeAgent + Timely

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Supported triggers and actions

Integrate FreeAgent and Timely 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

User added

Triggers when a new user is added

Account created

Triggers when a new account is created

Client created

Triggers when a new client is created for the selected account

Event created in project

Triggers when a new event is created in the selected project

Event created

Triggers when a new event is created

Team created

Triggers when a new team is created

Event created for user

Triggers when a new event is created for the selected user

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 event in project

Creates a new event in the selected project

Create project

Creates a new project

Create client

Creates a new client

Create event for user

Creates a new event for the selected user

Add user

Adds a new user

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 Timely?

Timely is an automatic time tracking and project management tool. You can track milestones, group activities together, and create detailed timesheets and reports.

Build comprehensive workflows using

Webhook triggers

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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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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