Integrate Sellf with FreeAgent

Send information between Sellf 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 Sellf

Generate estimates instantly when a deal is created in your organization 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 Sellf.

How it works
  1. The flow triggers when a deal enters a specific pipeline stage in Sellf.
  2. Zoho Flow creates a new estimate in FreeAgent.
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Create an estimate in your FreeAgent when a new deal is created in Sellf

Sellf + FreeAgent

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Supported triggers and actions

Integrate Sellf and FreeAgent using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Deal

Triggers when a new deal is created

New Company

Triggers when a new company is created

New Person

Triggers when a new person is created

New Deal in Pipeline Stage

Triggers when a deal enters a specific pipeline stage

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

Fetch Person

Fetches an existing person

Create Deal

Creates a new deal

Create Person

Creates a new person

Create Company

Creates a new company

Fetch Company

Fetches an existing company

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 Sellf?

Sellf lets you plan events, organize documents, create and manage tasks, and make better decisions with clear reports. You can manage your team, prospects, clients, and time efficiently.

CRM

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

Build comprehensive workflows using

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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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