--- title: "Connect ActiveCampaign and FreeAgent - APIANT.ai" description: "When \"New deal\" fires in ActiveCampaign, your agent runs \"Create Contact\" in FreeAgent, or \"New Invoice\" in FreeAgent to \"Add deal\" in ActiveCampaign." canonical: "https://apiant.ai/connect/activecampaign-to-freeagent" --- # Connect ActiveCampaign and FreeAgent When **New deal** fires in [ActiveCampaign](https://apiant.ai/connections/activecampaign), your agent runs **Create Contact** in [FreeAgent](https://apiant.ai/connections/freeagent), or **New Invoice** in FreeAgent to **Add deal** in ActiveCampaign. Describe the whole flow and it is built, tested on every scenario and kept running. ActiveCampaign **19** triggers ActiveCampaign **84** actions FreeAgent **6** triggers FreeAgent **50** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ActiveCampaign and FreeAgent to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ActiveCampaign holds the contacts, tags and deals your marketing and sales work runs on, while FreeAgent holds the clients, projects and invoices. Joining them means a won deal can open a project or invoice in FreeAgent, and new FreeAgent invoices, projects and clients can show up as contacts, deals and tasks in ActiveCampaign without anyone retyping them. Example flows ## What ActiveCampaign and FreeAgent can do together ### From ActiveCampaign to FreeAgent - When **New deal** in ActiveCampaign then **Create Contact** in FreeAgent - When **New or updated deal** in ActiveCampaign then **Create Invoice** in FreeAgent ### From FreeAgent to ActiveCampaign - When **New Invoice** in FreeAgent then **Add deal** in ActiveCampaign - When **New Project** in FreeAgent then **Add task** in ActiveCampaign Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with ActiveCampaign and FreeAgent ## Triggers and actions 25 triggers · 134 actions - Trigger **Contact unsubscribed from list** Fires instantly when a contact unsubscribes from a list. Self-registers an ActiveCampaign webhook for the 'unsubscribe' event. - Trigger **Deal task completed** Fires instantly when a deal task is completed. - Trigger **Email opened** Fires instantly when a contact opens an email. Self-registering ActiveCampaign webhook on the 'open' event. - Trigger **Link clicked in email** Fires instantly when a contact clicks a link in an email. Self-registers an ActiveCampaign webhook for the click event. - Trigger **New contact** Polling trigger. Fires when a new contact is created, newest first. - Trigger **New contact added to list** Triggers when a new contact is added to a list. - Trigger **New deal** Polling trigger. Fires when a new deal is created, newest first. - Trigger **New deal task** Fires instantly when a new deal task is created. - Trigger **New list** Polling trigger. Fires when a new list is created, newest first. - Trigger **New note** Triggered when a new note is created. - Trigger **New or updated contact** Polling trigger. Fires when a contact is created or updated, by most-recent update. - Trigger **New or updated deal** Triggers on a new or updated deal. - Trigger **New or updated deal (instant)** Triggers when a new deal is created or an existing deal is updated. - Trigger **New tag** Polling trigger. Fires when a new tag is created, newest first. - Trigger **New task** Triggered when a new task is created. - Trigger **Tag added to contact** Triggers when a tag is added to a contact. - Trigger **Tag removed from contact** Fires instantly when a tag is removed from a contact. - Trigger **Two-way sync new or updated contacts** A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping. - Trigger **Two-way sync new or updated deals** A trigger for two-way syncing new and updated deals, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping. - Action **Add account** Adds a new account (organization). - Action **Add contact** Adds a new contact. - Action **Add contact to automation** Adds a contact to an automation by contact ID and automation ID. - Action **Add contact to list** Subscribes a contact to a list (status 1) or unsubscribes (status 2) via contactLists. - Action **Add contact via mapped list** Adds (upserts) a contact with mapped fields and the target list id. Ports the dev v1 subscriber_add op to the AC v3 contact/sync endpoint. - Action **Add custom contact object record** Adds a record for the specified contact custom object to the specified contact. - Action **Add deal** Adds a new deal. - Action **Add deal via mappings** Adds a new deal, accepting pipeline and stage by name (mapped) plus standard deal fields. - Action **Add list** Creates a new list. - Action **Add note to contact** Adds a note to a contact. - Action **Add or update contact by email** Adds a new contact, or updates the existing contact if the email already exists (sync endpoint). - Action **Add tag** Creates a new tag. - Action **Add tag to contact** Adds an existing tag to a contact by tag ID and contact ID. - Action **Add task** Adds a new task in ActiveCampaign - Action **Bulk import contacts** Import many contacts in one call with tags/list membership. - Action **Clear contact custom field value** Clears (empties) the value of the specified custom field for the specified contact. - Action **Create abandoned cart** Creates an abandoned cart record via the Deep Data e-commerce integration (ecomOrders with abandonedDate). - Action **Create account association** Creates an account association with a contact ID. - Action **Create a deal note** Add a note to a deal. - Action **Create a deal stage** Creates a new deal stage in the specified pipeline. - Action **Create a deal stage by mapped pipeline** Creates a new deal stage in the mapped pipeline. - Action **Create an ecommerce customer** Create a Deep Data ecommerce customer linking a contact to a store. - Action **Create an ecommerce order** Create a Deep Data ecommerce order record. - Action **Create a note** Create a free-text note attached to a CRM object. - Action **Create an SMS broadcast** Create a new SMS broadcast message to a recipient list. - Action **Create a pipeline** Creates a new pipeline (deal group) in ActiveCampaign. - Action **Create a secondary contact** Associate an additional contact with a deal. - Action **Create or update custom-object record** Upsert a custom-object (schema) record. - Action **Delete contact** Deletes a contact by ID. - Action **Delete custom contact object record** Deletes a record from the specified custom contact object. - Action **Delete deal** Deletes an existing deal. - Action **Delete deal stage** Deletes an existing deal stage. - Action **Delete list** Deletes a list by ID. - Action **Delete note** Delete a note by ID. - Action **Delete tag** Deletes a tag by ID. - Action **Delete task** Deletes a task by ID in ActiveCampaign - Action **Duplicate campaign** Duplicates an ActiveCampaign campaign by ID - Action **Edit campaign** Edits an existing campaign in ActiveCampaign - Action **Find account by name** Finds an existing account by name. Returns matching accounts. - Action **Find contact by custom field** Finds an existing contact by the value of a custom field. Provide the custom field's numeric ID and the value to search for. - Action **Find contacts by custom field** Finds contacts by the selected custom field. May return zero, one, or multiple contact IDs. Use the "Get contact" action to fetch a contact's details. - Action **Find deal by title** Finds an existing deal by title. An error occurs if a single exact match is not found. - Action **Find user by email** Finds an existing user by email. An error occurs if a matching user is not found. - Action **Get account** Returns account info for the specified account ID. - Action **Get all deal stages from specified pipeline** Get all deal stages belonging to a pipeline, looked up by pipeline name. Returns each stage's title (Stage name) and id (Stage ID). - Action **Get automation** Fetches an automation by ID. An error occurs if the automation is not found. - Action **Get campaign** Retrieves a single campaign from ActiveCampaign by its ID. - Action **Get contact** Get contact by ID. An error occurs if the contact is not found. - Action **Get contact by email** Returns full contact details for the specified email address. An error occurs if the contact is not found. - Action **Get contact's deals** Returns all deals associated with the specified contact. - Action **Get contact's lists** Returns all lists the specified contact belongs to. - Action **Get contact's tags** Returns all tags associated with the specified contact. - Action **Get deal** Returns deal info for the specified deal ID. - Action **Get form** Retrieve a single ActiveCampaign form by its ID. - Action **Get list** Returns a single contact list by its id, including its name, sender information and subscriber counts. - Action **Get note** Retrieve a single note by its ID. - Action **Get score** Retrieve a single lead/contact scoring rule by its ID. - Action **Get segment** Retrieve a single ActiveCampaign segment by ID. - Action **Get tag** Fetches a tag by ID. An error occurs if the tag is not found. - Action **Get task** Retrieves a task by ID from ActiveCampaign - Action **List all campaigns** List email campaigns. - Action **List all pipelines** List deal pipelines. - Action **List all scores** List the account's lead/contact scoring rules. - Action **List all stages** List deal pipeline stages. - Action **List all tasks** List CRM tasks. - Action **List automations** Returns a paginated list of all automations. - Action **List contacts** Returns a paginated list of all contacts. - Action **List custom contact object records** Returns a paginated list of all records for the specified custom contact object. - Action **List deals** Returns a paginated list of all deals. - Action **List lists** Returns a paginated list of all contact lists. - Action **List tags** Returns a paginated list of all tags. - Action **Move deal to another stage** Move a deal to a different pipeline stage. - Action **Remove contact from automation** Removes a contact from an automation by deleting the contact automation record. - Action **Remove contact from list** Removes a contact from the specified list. - Action **Remove tag from contact** Removes a tag from a contact by the contactTag association ID. - Action **Remove tags from contact** Removes the provided tags (by name, comma-separated) from a contact identified by email or contact ID. - Action **Set automation status** Enables or disables an automation. Set status to '1' to enable or '0' to disable. - Action **Set custom field value for contact** Create or update a contact's custom field value. - Action **Set deal currency custom field value** Set the value for a deal's custom field of the "currency" type - Action **Update account** Updates the specified account. - Action **Update contact** Updates an existing contact having the specified ID. - Action **Update deal** Updates an existing deal. - Action **Update tag** Updates an existing tag. - Action **Update task** Updates a task by ID in ActiveCampaign - Trigger **New Bank Transaction** Triggers when a new transaction appears in a FreeAgent bank account. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New or Updated Contact** Triggers when a contact is created or changed in FreeAgent. - Trigger **New or Updated Timeslip** Triggers when a timeslip (time entry) is created or edited in FreeAgent. - Trigger **New Project** Triggers when a new project is created. - Action **Convert Estimate to Invoice** Converts an estimate into an invoice, marking the estimate as Invoiced and returning the URL of the new invoice. - Action **Create Bill** Creates a bill from a supplier contact in FreeAgent, with its line items, and returns the new bill. - Action **Create Contact** Create a new contact. - Action **Create Credit Note** Creates a draft credit note for a FreeAgent contact, with optional line items. - Action **Create Estimate** Creates a new estimate, quote or proposal in FreeAgent for a contact or project, optionally with line items. - Action **Create Expense** Creates an expense claim in FreeAgent for a user, with its category, date, amount and sales tax details. - Action **Create Invoice** Create an invoice for a contact. - Action **Create Mileage Claim** Creates a mileage claim (a mileage expense) for a user in FreeAgent and returns the new claim. - Action **Create Note** Adds a note to a FreeAgent contact or project. - Action **Create Price List Item** Creates a price list item in FreeAgent that can be added to invoices and estimates. - Action **Create Project** Create a project for a contact. - Action **Create Task** Creates a task under a FreeAgent project. - Action **Create Timeslip** Create a timeslip (time tracking entry). - Action **Delete Contact** Delete a contact by id. - Action **Delete Invoice** Deletes an invoice from FreeAgent. - Action **Delete Timeslip** Deletes a timeslip from FreeAgent. - Action **Explain Bank Transaction** Explains a bank transaction in FreeAgent by creating a bank transaction explanation (categorising it, or matching it to an invoice, bill, transfer or user payment). Returns the created explanation. - Action **Find Contact by Email** Finds FreeAgent contacts whose email or billing email matches the given address. - Action **Get Bill** Returns a single bill, including its line items, by its ID. - Action **Get Contact** Get a single contact by id. - Action **Get Credit Note** Returns a single FreeAgent credit note, including its line items, status and totals. - Action **Get Estimate** Returns a single FreeAgent estimate with its line items. - Action **Get Expense** Returns a single FreeAgent expense by its ID, including amounts, category, claimant and attachment details. - Action **Get Invoice** Get a single invoice by id. - Action **Get Note** Returns a single note attached to a FreeAgent contact or project, including its text, author and timestamps. - Action **Get Price List Item** Returns a single price list item from FreeAgent by its ID. - Action **Get Project** Returns a single FreeAgent project by its ID, including its contact, status, budget and billing details. - Action **Get Timeslip** Returns a single FreeAgent timeslip, including its hours, date, user, project and task. - Action **List Bank Accounts** Returns the bank accounts in your FreeAgent company, optionally filtered to standard, credit card or PayPal accounts. - Action **List Bank Transactions** Returns the bank transactions in a FreeAgent bank account, optionally filtered by date range, last update time, or explanation status. - Action **List Bills** List bills. - Action **List Categories** Returns all accounting categories for the company, grouped into admin expenses, cost of sales, income and general categories, optionally including sub accounts. - Action **List Contacts** List contacts in FreeAgent. - Action **List Corporation Tax Returns** Returns the company's Corporation Tax Returns, including amount due, payment and filing deadlines, and filing/payment status. - Action **List Estimates** List estimates. - Action **List Expenses** List expenses. - Action **List Invoices** List invoices. - Action **List Projects** List projects. - Action **List Self Assessment Returns** Returns the Self Assessment (income tax) returns for a FreeAgent user, including payments due and filing status. - Action **List Tasks** Returns the tasks in your FreeAgent account, optionally filtered by status, project or last-updated date. - Action **List Timeslips** List timeslips (time tracking entries). - Action **List Users** Returns the users on the FreeAgent account, optionally filtered to staff or advisors. - Action **Mark Invoice as Cancelled** Marks a FreeAgent invoice as cancelled, writing it off as unpaid. The invoice must be sent and past its due date. - Action **Mark Invoice as Sent** Marks a FreeAgent invoice as sent without emailing it. Can also re-open a cancelled invoice. - Action **Update Bill** Updates an existing bill in FreeAgent — its supplier, reference, dates, rebilling, recurrence and bill items. Only the values you supply are changed. - Action **Update Contact** Update an existing contact. - Action **Update Expense** Updates an existing expense in FreeAgent, changing only the details you supply. - Action **Update Invoice** Updates an existing FreeAgent invoice's details, such as dates, contact, payment terms, comments and line items. Only the fields you fill in are changed. - Action **Update Project** Updates an existing FreeAgent project's name, client, status, budget, billing rate and dates. Only the fields you fill in are changed. - Action **Update Timeslip** Updates an existing timeslip in FreeAgent, changing its task, user, project, date, hours or comment. Fields left blank are not changed. ## Each app on its own - [ **ActiveCampaign** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connections/activecampaign) - [ **FreeAgent** FreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...](https://apiant.ai/connections/freeagent) Reviews ## What our customers say ## More from ActiveCampaign - [ **ActiveCampaign to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/activecampaign-to-hubspot) - [ **ActiveCampaign to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/activecampaign-to-salesforce) - [ **ActiveCampaign to Google Sheets** Google Sheets](https://apiant.ai/connect/activecampaign-to-google-sheets) - [ **ActiveCampaign to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/activecampaign-to-gmail) - [ **ActiveCampaign to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/activecampaign-to-google-drive) - [ **ActiveCampaign to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/activecampaign-to-stripe) ## More into FreeAgent - [ **Google Calendar to FreeAgent** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-freeagent) - [ **Mailchimp to FreeAgent** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-freeagent) - [ **Asana to FreeAgent** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-freeagent) - [ **Aplos to FreeAgent** Aplos is fund accounting and donor management software for churches and nonprofits: contacts and donors...](https://apiant.ai/connect/aplos-to-freeagent) - [ **Basecamp 3 to FreeAgent** Basecamp 3 is a project management and team collaboration tool by 37signals.](https://apiant.ai/connect/basecamp-3-to-freeagent) - [ **Beanstalk to FreeAgent** Beanstalk is a code hosting and deployment workflow tool for Git and Subversion.](https://apiant.ai/connect/beanstalk-to-freeagent) Questions ## ActiveCampaign and FreeAgent, answered ### ### Can you avoid creating a duplicate client in FreeAgent? Yes. The agent can run List Contacts in FreeAgent and compare against the contact details pulled from ActiveCampaign, then use Create Contact only when no match is found. If a match exists it can move straight on to the next step, such as Create Project. ### ### How does work started in FreeAgent get back into ActiveCampaign? FreeAgent triggers on new contacts, new invoices and new projects. From those, the agent can run ActiveCampaign actions such as Add or update contact by email, Add deal or Add task, so the CRM reflects the billing side. ### ### What can start an automation from ActiveCampaign? Any of ActiveCampaign's 19 triggers in the catalog, including New deal, New or updated deal, New or updated deal (instant) and Tag added to contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in FreeAgent when something happens in ActiveCampaign? Any of FreeAgent's 50 actions, including Create Contact, Create Invoice, Create Bill and Create Credit Note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from FreeAgent to ActiveCampaign? Yes. When something happens in FreeAgent, your agent can act in ActiveCampaign too. This page covers both directions: FreeAgent's triggers and ActiveCampaign's actions are listed here as well. ### ### Do I have to build a connector for ActiveCampaign or FreeAgent? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use ActiveCampaign and FreeAgent without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.