Integrate Zoho Cliq with FreeAgent
Send information between Zoho Cliq and FreeAgent automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Cliq and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New channel added
Triggers when a new channel is created in your organization
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
Message user
Sends a message to the specified user
Add channel member
Adds a new channel member
Message to bot
Sends a message to the selected bot
Message as bot on channel
Message as a bot on the specified channel
Add bot in a channel
Adds a bot to the selected channel
Post card to channel
Posts a card to the specified channel
Message in channel
Posts a message in a channel
Create thread
Creates a new thread using message ID
Create channel
Creates a new channel
Delete channel
Deletes the selected channel
Pin message
Pin an existing message in a conversation using message ID
Message as bot to user
Posts a message as a bot to the specified user
Add user status
Adds the specified status to an existing user
Message as bot
Posts message as the specified bot in the selected chat or channel
Post card to chat
Posts a card to the specified chat
Update channel member role
Updates the role of a channel member
Unarchive channel
Unarchives the selected channel
Update channel
Updates the details of an existing channel
Archive channel
Archives the selected channel
Fetch user by name or email
Fetches an existing user by name or email address
Fetch channel
Fetches the details of an existing channel by name
Fetch team
Fetches the details of an existing team by name
Remove channel member
Removes the specified member from the selected channel
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.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
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.
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Technical Engineer, Master Liveaboards
