Integrate FreeAgent with WorkMarket

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

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Initiate a new project in WorkMarket when a new project is established in FreeAgent

Enable seamless tracking and reporting by auto-creating projects in your freelance management system from online accounting software. This flow will initiate a new project in WorkMarket when a new project is established in FreeAgent.

How it works
  1. The flow triggers when a new project is created in FreeAgent.
  2. Zoho Flow creates a new project for the selected client in WorkMarket.
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Initiate a new project in WorkMarket when a new project is established in FreeAgent

FreeAgent + WorkMarket

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Supported triggers and actions

Integrate FreeAgent and WorkMarket 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 project

Triggers when a new project is created

New client

Triggers when a new client is created

New assignment

Triggers when a new assignment 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 for the selected client

Create assignment

Creates a new assigment

Add note

Adds a note to the selected assignment

Create client

Creates a new client

Check-in to assignment

Checks in to an assignment on behalf of an assigned worker

Check-out of assignment

Checks out of an assignment on behalf of an assigned worker

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 WorkMarket?

WorkMarket is an online freelance management system. You can post projects, hire professionals, and manage payments for your contractors and freelancers.

Project Management

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Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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