Integrate Livespace with FreeAgent
Send information between Livespace and FreeAgent automatically, without writing any code, using Zoho Flow.
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Create an estimate in your FreeAgent when a new deal is created in Livespace
Effortlessly create accurate estimates in your online accounting software every time, without any manual input. This flow will create an estimate in your FreeAgent when a new deal is created in Livespace.
How it works
- The flow triggers when a new deal is created in Livespace.
- Zoho Flow creates a new estimate in FreeAgent.
Create an estimate in your FreeAgent when a new deal is created in Livespace
Livespace + FreeAgent
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Supported triggers and actions
Integrate Livespace and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person created
Triggers when a new person is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company 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 deal
Creates a new deal
Create company
Creates a new company
Add person note
Adds a note to the specified person
Add deal note
Adds a note to the specified deal
Add company note
Adds a note to the specified company
Create task
Creates a new task
Create person
Creates a new person
Update deal
Updates the details of an existing deal
Update person
Updates the details of an existing person
Update company
Updates the details of an existing company
Fetch company
Fetches the details of an existing company
Fetch deal
Fetches the details of an existing deal
Fetch person
Fetches the details of an existing person
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 Livespace?
Livespace is a CRM platform that helps you plan, optimize, and control your sales process. It also provides features such as statistics and reports, email and task automation, and more.
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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.
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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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