Integrate Telerivet with FreeAgent
Send information between Telerivet and FreeAgent automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Telerivet and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Incoming message received
Triggers when a new incoming message is received
Send broadcast message
Triggers when a broadcast message is sent
Send message notification
Triggers when an outgoing message is sent or fails to be delivered
Contact created or updated
Triggers when a new contact is created or when the details of an existing contact are updated
Contact created
Triggers when a new contact 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
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
Project created
Triggers when a new project is created
Timeslip created
Triggers when new timeslip is created
User created
Triggers when a new user is created
Bill created
Triggers when a new bill is created
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Send message
Sends a new message
Create label
Creates a new label
Create group
Creates a new group
Send broadcast message
Sends a broadcast message
Create project
Creates a new project
Add contact to a group
Adds a contact to an existing group
Update project
Updates the details of an existing project
Update contact
Updates the details of an existing contact
Update label
Updates the details of an existing label
Update group
Updates the details of an existing group
Fetch broadcast by ID
Fetches the details of an existing broadcast using ID
Fetch project by name
Fetches the details of an existing project using name
Fetch group by ID
Fetches the details of an existing group using ID
Fetch project by ID
Fetches the details of an existing project using ID
Fetch label by name
Fetches the details of an existing label using name
Fetch default route by route details
Fetches the details of an existing default route using route details
Fetch custom route by name
Fetches the details of an existing custom route using name
Fetch label by ID
Fetches the details of an existing label using ID
Fetch contact by ID
Fetches the details of an existing contact using ID
Fetch organization by name
Fetches the details of an existing organization using name
Fetch group by name
Fetches the details of an existing group using name
Fetch contact by contact details
Fetches the details of an existing contact using contact details
Fetch message by ID
Fetches the details of an existing message using ID
Fetch invoice
Fetches details of the exisiting invoice by ID
Create expenses
Creates a new expenses
Create estimate
Creates a new estimate
Create credit note
Creates a new credit note
Create journal set
Creates a new journal set
Create contact
Creates a new contact
Create project
Creates a new project
Create task
Creates a new task in the selected project
Add timeslip
Adds a timeslip to a task
Add invoice item
Adds a new item to an existing invoice
Add note to contact
Adds a note to the selected contact
Add estimate item
Adds a new item to an existing estimate
Create invoice
Creates a new invoice
Create bill
Creates a new bill
Add note to project
Adds a note to the selected project
Update task
Updates the details of an existing task
Update estimate status
Updates the status of an existing estimate by ID
Update contact
Updates details of the selected contact
Convert to credit note
Convert a draft negative invoice to a credit note
Update credit note status
Updates the status of an existing credit note using credit note ID
Email an invoice
Sends an existing invoice by invoice ID
Fetch contact
Fetches details of the selected contact
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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