Connect CMS Max and FreeAgent

Both apps 136CMS Max 80FreeAgent 56

• Trigger
  New Form Submission

  Triggers when a new form submission is created in CMS Max.

• Trigger
  New Order

  Triggers when a new order is created in CMS Max.

• Trigger
  New Product

  Triggers when a new product is created in CMS Max.

• Trigger
  New User

  Triggers when a new user is created in CMS Max.

• Action
  Add Variant Option

  Add a new option to a variant.

• Action
  Archive Blog Post

  Archive (soft delete) a blog.

• Action
  Archive Event

  Archive (soft delete) an event and its occurrences.

• Action
  Archive Page

  Archive (soft delete) a page.

• Action
  Archive Product

  Archive (soft delete) a product.

• Action
  Count Orders

  Get the count of all orders for the tenant.

• Action
  Count Products

  Get total count of products with optional filtering.

• Action
  Create Blog Post

  Create a new blog.

• Action
  Create Category

  Create a new category.

• Action
  Create Coupon

  Create a new coupon.

• Action
  Create Event Category

  Create an event category.

• Action
  Create Event Location

  Create an event venue.

• Action
  Create Gift Card

  Create a gift card.

• Action
  Create Page

  Create a new page.

• Action
  Create Product

  Create a new product.

• Action
  Create User

  Create a new user.

• Action
  Create Variant

  Create a new variant.

• Action
  Delete Brand

  Delete a brand (soft delete).

• Action
  Delete Category

  Delete a category (soft delete).

• Action
  Delete File

  Delete a file.

• Action
  Delete Image

  Delete an image.

• Action
  Delete Product Variation

  Delete a product variation.

• Action
  Delete Redirect

  Delete a redirect.

• Action
  Delete User

  Delete a user.

• Action
  Delete Variant

  Delete a variant.

• Action
  Delete Variant Option

  Delete a variant option.

• Action
  Get Blog Post

  Get a single blog by ID.

• Action
  Get Brand

  Get a single brand by ID.

• Action
  Get Category

  Get a single category by ID.

• Action
  Get Form

  Get a single form by ID.

• Action
  Get Form Submission

  Get a single form submission by ID.

• Action
  Get Page

  Get a single page by ID.

• Action
  Get Product

  Get a single product by ID.

• Action
  Get Product Variation

  Get a single product variation.

• Action
  Get Redirect

  Get a single redirect.

• Action
  Get User

  Get a single user.

• Action
  Get Variant

  Get a single variant by ID.

• Action
  List Blog Posts

  Get paginated list of blogs with optional filtering.

• Action
  List Brands

  Get paginated list of brands with optional filtering.

• Action
  List Categories

  Get paginated list of categories with optional filtering.

• Action
  List Event Categories

  Get paginated list of event categories.

• Action
  List Event Locations

  Get paginated list of event venues.

• Action
  List Events

  Get paginated list of events with optional filtering.

• Action
  List Forms

  Get paginated list of forms.

• Action
  List Form Submissions

  Get paginated list of form submissions.

• Action
  List Fulfillment Methods

  Get list of available fulfillment methods.

• Action
  List GTIN Types

  Get list of available GTIN types.

• Action
  List Orders

  Get paginated list of orders with optional filtering.

• Action
  List Pages

  Get paginated list of pages with optional filtering.

• Action
  List Product Option Configurations

  List a product's option configurations and their prices.

• Action
  List Products

  Get paginated list of products with optional filtering.

• Action
  List Product Variations

  List all variations for a specific product.

• Action
  List Redirects

  List redirects, newest first.

• Action
  List Users

  List all users.

• Action
  List Variants

  List all variants with their options.

• Action
  Unarchive Blog Post

  Unarchive (restore) a soft deleted blog.

• Action
  Unarchive Brand

  Unarchive (restore) a soft deleted brand.

• Action
  Unarchive Category

  Unarchive (restore) a soft deleted category.

• Action
  Unarchive Event

  Unarchive (restore) a soft deleted event.

• Action
  Unarchive Page

  Unarchive (restore) a soft deleted page.

• Action
  Unarchive Product

  Unarchive (restore) a soft deleted product.

• Action
  Update Blog Post

  Update an existing blog.

• Action
  Update Brand

  Update an existing brand.

• Action
  Update Category

  Update an existing category.

• Action
  Update Coupon

  Update a coupon, including its applicability criteria.

• Action
  Update Order Status

  Update an order's status.

• Action
  Update Page

  Update an existing page.

• Action
  Update Product Option Configuration Prices

  Change the prices of a product's option configurations.

• Action
  Update Product Variation

  Update a product variation.

• Action
  Update Redirect

  Change where a redirect points.

• Action
  Update User

  Update a user.

• Action
  Update Variant

  Update an existing variant.

• Action
  Update Variant Option

  Update a variant option.

• Action
  Upload File

  Upload a file.

• Action
  Upload Image

  Store a new image.

• Action
  Upload Image From URL

  Store a new image from a URL.

• 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.