Connect Communi App and FreeAgent

Both apps 93Communi App 37FreeAgent 56

• Trigger
  New Announcement

  Triggered when a new announcement is created in a group.

• Trigger
  New Event

  Triggered when a new event is created in the selected group.

• Trigger
  New Job Ad

  Triggered when a new job ad is created in a group.

• Trigger
  New message

  Triggers when a new message is posted in a Communi App conversation, such as a group chat, event chat or direct message.

• Trigger
  New Offer

  Triggered when a new offer is created.

• Trigger
  New poll

  Triggers when a new poll is created in Communi App.

• Trigger
  New Quest

  Triggered when a new quest is created.

• Trigger
  New Recommendation

  Triggers when a new recommendation is created in a group, including derived kinds such as videos, prayers and parishes unless narrowed by type.

• Trigger
  New user

  Triggers when a new user appears in your CommuniApp.

• Trigger
  New Video

  Triggers when a new video is posted in a Communi App group.

• Action
  Add article

  Creates a new article (such as a book or product recommendation) in your Communi App. Returns the created article.

• Action
  Add group

  Creates a new group in your CommuniApp, such as a subgroup or badge group, and returns the created group.

• Action
  Add message

  Sends a new message to a CommuniApp conversation, such as a group, event or direct user chat, and returns the created message.

• Action
  Add poll

  Creates a poll with 2 to 12 answer options. To show it to members, embed the new poll in a chat message afterwards.

• Action
  Add tag

  Creates a new tag in your CommuniApp and returns the created tag.

• Action
  Add user

  Creates a new user in the CommuniApp community and returns the created user record.

• Action
  Create Announcement

  Creates a new announcement in your Communi app and returns the created announcement.

• Action
  Create Event

  Creates a new event in your CommuniApp community and returns the created event.

• Action
  Create Offer

  Creates a new offer in your Communi app, such as an item or service offered to the community, and returns the created offer.

• Action
  Create Quest

  Creates a new quest, a post where a community member asks for something, and returns the created quest.

• Action
  Create Recommendation

  Creates a recommendation in the community app, such as a link or resource shared with members, and returns the new record.

• Action
  Delete event

  Deletes an event by its ID.

• Action
  Delete offer

  Deletes an offer by its ID.

• Action
  Delete user

  Permanently deletes a user from the Communi App. This cannot be undone.

• Action
  Get event

  Returns a single event by its ID, including its title, description, location, dates and publishing status. An error occurs if the event is not found.

• Action
  Get offer

  Returns a single offer from your community by its ID, including its text, picture, status and publishing dates.

• Action
  Get poll

  Returns a single poll by its ID, including its title, description, answer options and publishing status. An error occurs if the poll is not found.

• Action
  Get user

  Returns a single user's profile by ID. The fields included depend on the chosen detail level and your role.

• Action
  List articles

  Returns the articles on your CommuniApp book table, optionally narrowed to recommended or official articles, a group, a status or a search term.

• Action
  List events

  Returns the events of a group, including announcements, job ads, workshops and info posts, with optional filters for status, type, text search, date and location.

• Action
  List groups

  Returns the groups you can access in Communi App, including communities, subgroups, admin groups and badge groups.

• Action
  List messages

  Returns the chat messages you have access to, optionally limited to one conversation such as a direct message, group chat or event chat.

• Action
  List offers

  Returns the offers in your Communi App, optionally narrowed to one group, a status or a search text.

• Action
  List polls

  Returns the polls you can access, optionally narrowed by group, status or search text.

• Action
  List users

  Returns the users visible to the connected account, optionally narrowed by a text search and group.

• Action
  Update event

  Updates an existing event's details, such as its title, description, time, location and publication status, and returns the updated event.

• Action
  Update offer

  Updates an existing offer in your Communi App community and returns the updated offer.

• 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.