Integration

Connect 5pm to FreeAgent

When something happens in 5pm, your agent does the next thing in FreeAgent. Describe it in plain language and the automation is built, tested on every branch and kept running.

5pm7 triggers5pm21 actionsFreeAgent3 triggersFreeAgent15 actions

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Everything your agent can do with 5pm and FreeAgent

Triggers and actions 10 triggers · 36 actions

Trigger
New Progress
Triggers when a new task progress is created.
Trigger
New Project
Fires when a new project is created in 5pm (poll ProjectsService getList).
Trigger
New Task
Triggers when a new support task is created.
Trigger
New User
Triggers when a new support user is created.
Trigger
Updated Project
Fires when a project is updated in 5pm (poll ProjectsService getList).
Trigger
Updated Task
Triggers when a new support task is updated.
Trigger
Updated User
Triggers when a new support user is updated.
Action
Add Task Progress
Add Task Progress (progress in percent and house down).
Action
Add User
Create a new user in the 5pm account (UsersService add).
Action
Create Note
Creates a new note in task.
Action
Create Project
Creates a new project.
Action
Create Task
Action
Delete Note
Remove an activity note/progress message (ActivityService remove).
Action
Delete Project
Remove a project (ProjectsService remove).
Action
Delete Task
Remove a task from a 5pm project (TasksService remove).
Action
Delete User
Remove a user from the account (UsersService remove).
Action
Find Project by Id
Retrieve a single project by its id (ProjectsService getById).
Action
Find Task
Finds a task in the application.
Action
Find Task by Id
Finds a task by Id in the application.
Action
Find User by Email
Retrieve a user by their email address (UsersService getByEmail).
Action
Find User by Id
Finds a user by Id in the system.
Action
List Notes
List activity notes/progress messages on a task (ActivityService getList).
Action
List Projects
List all projects in the account (ProjectsService getAll/getList).
Action
List Users
List all users in the account (UsersService getAll).
Action
Update Note
Update an activity note/progress message (ActivityService update).
Action
Update Project
Update a project's fields (ProjectsService update).
Action
Update Task
Update task in the application.
Action
Update User
Update a user's fields (UsersService update).
Trigger
New Contact
Triggers when a new contact is created (polling, newest first).
Trigger
New Invoice
Triggers when a new invoice is created (polling, newest first).
Trigger
New Project
Triggers when a new project is created (polling, newest first).
Action
Create Contact
Create a new contact.
Action
Create Invoice
Create an invoice for a contact.
Action
Create Project
Create a project for a contact.
Action
Create Timeslip
Create a timeslip (time tracking entry).
Action
Delete Contact
Delete a contact by id.
Action
Get Contact
Get a single contact by id.
Action
Get Invoice
Get a single invoice by id.
Action
List Bills
List bills.
Action
List Contacts
List contacts in FreeAgent.
Action
List Estimates
List estimates.
Action
List Expenses
List expenses.
Action
List Invoices
List invoices.
Action
List Projects
List projects.
Action
List Timeslips
List timeslips (time tracking entries).
Action
Update Contact
Update an existing contact.

Each app on its own

The other way round: FreeAgent to 5pm