FreeAgent + Zoho Invoice

Create new FreeAgent contacts from new Zoho Invoice contacts

Transfer new contacts from Zoho Invoice to FreeAgent instantly with this automation workflow. Whenever a new contact is added in Zoho Invoice, it will be instantly created in FreeAgent as well. This efficient workflow saves you time and effort by streamlining your contact management process across both platforms.

When this happens...
New Contact
Triggers when new contact is created.
TriggerInstant
automatically do this!
Create Contact
Triggers when you add a new contact.
ActionWrite

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Supported triggers and actions

- Organization
- ContactRequired
Trigger
Polling
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It

- Organization
Trigger
Instant
Try It
- Organization
- ContactRequired
- Salutation
- First Name
- Last Name
- Email
- Phone
- Mobile
- Skype
- Designation
- Department
Action
Write

- Organization
- Credit Note Number
- Customer NameRequired
- Reason
- Credit Note DateRequired
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Notes
- Terms
- Shipping Charge
- Invoice Type
Action
Write
- OrganizationRequired
- Estimate Number
- Customer NameRequired
- Estimate Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Estimate Notes
- Estimate Terms
- Shipping Charge
- Send Invoice Only to Primary Contact
Action
Write
- Organization
- Item NameRequired
- RateRequired
- Item Description
- SKU
- Unit
- Is Taxable
- Tax Exemption
Action
Write
- OrganizationRequired
- Customer IDRequired
- Contact Name
- Contact Type
- Company Name
- Website
- Payment Terms
- Notes
- Language
- Billing Address
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address ZIP
- Billing Address Country
- Billing Address Fax
- Billing Address Phone
- Shipping Address
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address ZIP
- Shipping Country
- Shipping Address Fax
- Shipping Address Phone
- Contact Person Phone Number
- Salutation
- First Name
- Last Name
- EmailID
- Mobile
- Phone
- Primary Contact
- Currency
- GST Treatment
- GSTIN or UIN
- Place of Contact
- Tax Preference
- Vat Treatment
- TRN Number
- Tax Treatment
- Tax Exempt Code
- Tax Authority Name
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
- Invoice Number
Action
Search
New Contact
Triggers when you add a new contact.
Trigger
Polling
Try It
- ProjectRequired
Trigger
Polling
Try It
- Organisation Name
- First Name
- Last Name
- Email
- Phone Number
- Address (Line 1)
- Address (Line 2)
- Town
- Region
- Postcode
- Country
Action
Write

- OrganizationsRequired
Trigger
Instant
Try It
- OrganizationsRequired
Trigger
Instant
Try It
- OrganizationsRequired
Trigger
Instant
Try It
- OrganizationRequired
- Status
Trigger
Instant
Try It
- OrganizationsRequired
Trigger
Instant
Try It
- OrganizationsRequired
Trigger
Instant
Try It
- OrganizationRequired
- Customer NameRequired
- Invoice NumberRequired
- Payment ModeRequired
- AmountRequired
- Description
- Reference Number
Action
Write
- OrganizationRequired
- Contact NameRequired
- Contact Type
- Company Name
- Website
- Payment Terms
- Notes
- Language
- Billing Address
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address ZIP
- Billing Address Country
- Billing Address Fax
- Billing Address Phone
- Shipping Address
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address ZIP
- Shipping Country
- Shipping Address Fax
- Shipping Address Phone
- Salutation
- First Name
- Last Name
- EmailID
- Mobile
- Phone
- Primary Contact
- Currency
- GST Treatment
- GSTIN or UIN
- Place of Contact
- Tax Preference
- Vat Treatment
- TRN Number
- Tax Treatment
- Tax Exempt Code
- Tax Authority Name
Action
Write
- OrganizationRequired
- Customer Name
- Customer ID
- Invoice Number
- Invoice Date
- Due Date
- Order Number
- Payment Terms
- Line Item NameRequired
- Line Item RateRequired
- Line Item QuantityRequired
- Line Item Description
- Line Item Discount
- Tax Rate
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Payment Gateway
- Paypal Payment Method
- Send Invoice Only to Primary Contact
Action
Write
- Organization
- Retainer Invoice Number
- Customer NameRequired
- Retainer Invoice DateRequired
- DescriptionRequired
- RateRequired
- Retainer Invoice Notes
- Retainer Invoice Terms
- Send Retainer Invoice Only to Primary Contact
Action
Write
- OrganizationRequired
- Customer NameRequired
- Invoice NumberRequired
- Invoice Date
- Due Date
- Order Number
- Payment Terms
- Line Item NameRequired
- Line Item RateRequired
- Line Item QuantityRequired
- Line Item Description
- Line Item Discount
- Tax Rate
- HSN or SAC
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- ReasonRequired
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Send Invoice Only to Primary Contact
Action
Write
- Organization
- Email
Action
Search
- Organization NameRequired
Action
Search
- Status
Trigger
Polling
Try It
New User
Triggers when a new user is added.
Trigger
Polling
Try It
- ProjectRequired
- NameRequired
- StatusRequired
- Is Billable?
- Billing Rate
- Billing Period
Action
Write

About FreeAgent

FreeAgent is accounting software simplified. It provides a simplified way for freelancers and small business owners to manage their books and invoicing.

Related categories

Accounting

About Zoho Invoice

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing.

Learn more

FreeAgent + Zoho Invoice

Create new FreeAgent contacts from new Zoho Invoice contacts

New Contact Person

Customer Payment

New Contact

New Expense

New Item

New Retainer Invocie

Create Contact Person

Create Credit Note

Create New Estimate

Create New Item

Update Contact

API Request (Beta)

Find Invoice

New Contact

New Task

Create Contact

New Credit Note

Invoice Status Change

New Estimate

New Invoice

New Project

Update Invoice

Record Payment

Create New Contact

Create New Invoice

Create Retainer Invocie

Update Invoice

Find Contact

Find Organization

New Invoice

New User

Create Task

About FreeAgent

Related categories

About Zoho Invoice

Related categories

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