Integrate Zoho Sign with FreeAgent
Send information between Zoho Sign and FreeAgent automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Sign and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Document completed
Triggers when a document is completed
Document sent
Triggers when a document is sent
Document declined
Triggers when a document is declined
Document expired
Triggers when a document has expired
Document forwarded
Triggers when a document is forwarded
Folder created
Triggers when a new folder is created
Document signed
Triggers when a document is signed
Document recalled
Triggers when a document is recalled
Document viewed
Triggers when a document is viewed
Template created
Triggers when a new template 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
Send document
Populates a document based on a template and sends it to the specified recipients
Draft document
Populates a document based on a template
Send request by email
Sends a request to the specified email address
Create folder
Creates a new folder
Update document
Updates the details of an existing document based on ID
Change request owner
Chnages the owner of the specified request
Fetch template
Fetches the details of an existing template by name or ID
Fetch document
Fetches the details of an existing document by ID
Fetch recipient
Fetches the details of a document's recipient by email address
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 Sign?
Similar apps
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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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.
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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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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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