Integrate Zoho Desk with FreeAgent
Send information between Zoho Desk and FreeAgent automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Desk and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Call created
Triggers when a new call is created in the selected portal
Product created
Triggers when a new product is created
Task created
Triggers when a new task is created in the selected portal
Contact created
Triggers when a new contact is created in the selected portal
Ticket comment updated
Triggers when the selected ticket comment is updated
Ticket updated
Triggers when the details of the selected ticket is updated
Ticket status updated
Triggers when a ticket status is changed to selected status. If status is not selected, the flow will trigger for all status changes.
Ticket comment added
Triggers when a new ticket comment is added in the selected portal
Time entry updated
Triggers when a time entry is updated in the selected task
Agent created
Triggers when a new agent is created in the selected portal
Ticket approval added
Triggers when a new ticket approval is added
Call updated
Triggers when the details of a call is updated in the selected portal
Ticket moved
Triggers when a ticket is moved to a different team or department
Agent updated
Triggers when the details of an agent is updated in the selected portal
Account created
Triggers when a new account is created in the selected portal
Agent availability updated
Triggers when the availability of an agent is updated
Account updated
Triggers when the details of the selected account is updated
Contact updated
Triggers when the details of a contact is updated in the selected portal
Event created
Triggers when a new event is created in the selected portal
Article created
Triggers when a new article is created
Ticket thread added
Triggers when a new ticket thread is added in the selected portal
Ticket approval updated
Triggers when the details of an existing ticket approval are updated
Ticket created or updated
Triggers when a new ticket is created or the details of an existing ticket are updated
Event updated
Triggers when the details of an event is updated
Time entry created
Triggers when a new time entry is created in the selected task
Article updated
Triggers when an existing article is updated
Ticket created
Triggers when a new ticket is created in the selected portal
Task updated
Triggers when the details of a task is updated in the selected portal
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
Remove tag
Removes a tag from the specified ticket
Create product
Creates a new product in the selected organization
Create call
Creates a new call in the selected organization
Create ticket comment
Creates a comment in the selected ticket
Add tag
Adds a tag to the specified ticket
Create custom module record
Creates a new custom module record
Request approval for ticket
Requests an approval for an existing ticket from the specified approver
Create contact
Creates a new contact in the selected organization
Add ticket time entry
Adds time entry for an existing ticket
Add task time entry
Adds time entry for an existing task
Create event
Creates a new event in the selected organization
Send email reply
Sends a reply for the specified ticket created in the email channel
Create account
Creates a new account in the selected organization
Create contact comment
Creates a comment in the selected contact
Create article
Creates a new article
Add user to group
Adds the specified users to an existing group
Create task comment
Creates a new comment in the specified task
Add agent to team
Adds the specified agent to the selected team
Create topic
Creates a new topic
Create ticket
Creates a new ticket in the selected organization
Create agent
Creates a new agent in the selected organization
Create task
Creates a new task in the selected department
Create topic comment
Creates a comment for the specified topic
Create contract
Creates a new contract for the selected account
Update article
Updates the details of an existing article
Update call
Updates the details of the specified call
Dissociate accounts to contact
Dissociates the specified account with the specified contact
Edit ticket time entry
Edits the time entry of an existing ticket
Update ticket
Updates the details of an existing ticket
Invite contact to the help center
Invites the specified contacts to help center
Update contract
Updates the details of an existing contract
Update ticket comment
Updates the comment for the specified ticket
Update contact
Updates the selected contact
Move ticket
Moves the specified ticket to the selected department
Update agent
Updates the details of an existing agent
Update custom module record
Updates the details of an existing custom module record
Close ticket
Closes the specified tickets
Update contact comment
Updates the specified comment in the selected contact
Update agent availability
Updates the availability status of an existing agent
Update account
Updates the selected account
Update product
Updates the details of the selected product
Remove agent from team
Removes the specified agent from the selected team
Update ticket timer
Updates the timer of an existing ticket
Update topic
Updates the details of an existing topic
Mark or Unmark ticket as spam
Marks or unmarks the specified ticket as spam
Send custom channel reply
Sends reply for a ticket via the selected channel
Remove user from group
Removes the specified users from an existing group
Associate accounts to contact
Associates the specified account with the specified contact
Update task
Updates the details of an existing task
Update task timer
Updates the timer of an existing task
Update KB user status
Updates the status of an existing KB user
Update call timer
Updates the timer of an existing call
Fetch call
Fetches the details of a call based on the selected field
Fetch custom module record
Fetches the details of an existing custom module record
Fetch contact
Fetches a contact by email address, unique ID, or contact name
Fetch task
Fetches the details of an existing task by ID
Fetch account
Fetches an existing account by name or ID
Fetch ticket tags
Fetches ticket tags using ticket ID
Fetch event
Fetches the details of an event based on the selected field
Fetch product
Fetches the details of an existing product by unique ID or name
Fetch KB user
Fetches the details of an existing KB user
Fetch customer happiness
Fetches the happiness feedback of an existing customer
Fetch ticket thread
Fetches an existing ticket thread by unique ID
Fetch contract
Fetches the details of an existing contract
Fetch ticket
Fetches the details of an existing ticket
Fetch agent
Fetches the details of an existing agent by ID or email
Fetch article
Fetches the details of an existing article
Fetch ticket time entry
Fetches the time entry of an existing ticket
Trash contact
Moves selected contact to the recycle bin
Trash account
Moves selected account to the recycle bin
Trash ticket
Moves selected ticket to the recycle bin
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 Zoho Desk?
Zoho Desk is context-aware help desk software for managing customer support activities. You can assign, track, and set up alerts on help desk tickets easily.
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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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