Connect Agiled and FreeAgent

Both apps 93Agiled 37FreeAgent 56

• Trigger
  Invoice Created

  Triggers when an invoice is created in Agiled.

• Trigger
  New CRM Stage

  Triggers when a new deal pipeline stage is added to any CRM pipeline in Agiled.

• Trigger
  Product Created

  Triggers when a product is created in Agiled.

• Trigger
  Project Created

  Triggers when a new project is created in Agiled.

• Trigger
  Task Created

  Triggers when a new task is created in Agiled.

• Trigger
  Ticket Created

  Triggers when a ticket is created in Agiled.

• Action
  Add Invoice

  Creates an invoice in Agiled.

• Action
  Add Product

  Creates a product in Agiled's catalog.

• Action
  Add Project

  Creates a project in Agiled.

• Action
  Create Contact

  Creates a contact in Agiled CRM with a name, email and phone number.

• Action
  Create Estimate

  Creates a new estimate (quote) in Agiled.

• Action
  Create Expense

  Creates an expense in Agiled.

• Action
  Create Task

  Creates a task in Agiled.

• Action
  Create Ticket

  Creates a support ticket in Agiled.

• Action
  Delete Contact

  Deletes a contact from Agiled by its id.

• Action
  Delete Contract

  Deletes a contract (an Agiled document) by its id.

• Action
  Delete Estimate

  Deletes an estimate in Agiled by its id.

• Action
  Delete Expense

  Deletes an expense from Agiled by its id.

• Action
  Delete Product

  Deletes a product from your Agiled catalog by its id.

• Action
  Delete Project

  Deletes a project in Agiled by its id.

• Action
  Delete Task

  Deletes a task in Agiled by its id.

• Action
  Delete Ticket

  Deletes a support ticket in Agiled by its id.

• Action
  Edit Contact

  Updates an existing contact's name, email or phone in Agiled.

• Action
  Edit Contract

  Updates an existing contract document in Agiled, such as renaming it.

• Action
  Edit Estimate

  Updates an existing estimate in Agiled, such as its name.

• Action
  Edit Expense

  Updates an existing expense in Agiled.

• Action
  Edit Invoice

  Updates an existing invoice in Agiled.

• Action
  Edit Product

  Updates an existing product's name, SKU or price in Agiled.

• Action
  Edit Project

  Updates an existing project's name, status or dates in Agiled.

• Action
  Edit Task

  Updates an existing task's name, status or due date.

• Action
  Edit Ticket

  Updates an existing ticket in Agiled. Only the fields you fill in are changed.

• Action
  Get Contacts

  Returns contacts from your Agiled CRM, optionally filtered by email or full name.

• Action
  Get Contract

  Returns one contract document by its id.

• Action
  Get Estimate

  Returns one estimate by its id, with optional related records.

• Action
  Get Product

  Returns one product by its id.

• Action
  Get Projects

  Returns projects in your Agiled workspace, optionally filtered by name or status.

• Action
  Get Ticket

  Returns one support ticket by its id, with optional related records.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.