Integrate Kylas with FreeAgent
Send information between Kylas and FreeAgent automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate an estimate within your FreeAgent automatically, When a new deal is created in Kylas
Generate estimates instantly when a deal is created in your retail sales management software, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your FreeAgent when a new deal is created in Kylas.
How it works
- The flow triggers when a deal is created or updated in Kylas.
- Zoho Flow creates a new estimate in FreeAgent.
Generate an estimate within your FreeAgent automatically, When a new deal is created in Kylas
Kylas + FreeAgent
Create an invoice in FreeAgent for the latest closed deals in Kylas
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate an invoice in FreeAgent whenever a deal is closed in Kylas.
How it works
- The flow triggers when the details of an existing deal are updated in Kylas.
- Zoho Flow adds a new item to an existing invoice in FreeAgent.
Create an invoice in FreeAgent for the latest closed deals in Kylas
Kylas + FreeAgent
Build your own integrations between Kylas and FreeAgent
Connect Kylas and FreeAgent with over 650+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Kylas and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Call logs created or updated
Triggers when a call log is created or updated
Contact created
Triggers when a new contact is created
Company updated
Triggers when the details of an existing company are updated
Contact updated
Triggers when the details of an existing contact are updated
Deal created or updated
Triggers when a deal is created or updated
Deal updated
Triggers when the details of an existing deal are updated
Lead created
Triggers when a new lead is created
Task updated
Triggers when the details of an existing task are updated
Task created
Triggers when a new task is created
Company created or updated
Triggers when a company is created or updated
Task created or updated
Triggers when a task is created or updated
Lead updated
Triggers when the details of an existing lead are updated
Contact created or updated
Triggers when a contact is created or updated
Lead created or updated
Triggers when a lead is created or updated
Deal created
Triggers when a new deal is created
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
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create company
Creates a new company
Create product or service
Creates a new product or service
Create deal
Creates a new deal
Create lead
Creates a new lead
Create task
Creates a new task
Update company
Updates the details of an existing company
Update lead
Updates the details of an existing lead
Update product or service
Updates the details of an existing product or service
Close deal
Closes the specified deal
Close lead
Close the specified lead
Update task
Updates the details of an existing task
Update deal
Updates the details of an existing deal
Update contact
Updates the details of an existing contact
Fetch task
Fetches the details of an existing task using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch lead
Fetches the details of an existing lead using ID
Fetch company
Fetches the details of an existing company using ID
Fetch product or service
Fetches the details of an existing product or service using ID
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
What is Kylas?
Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.
Similar apps
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
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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.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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