Connect Cursion and FreeAgent

Both apps 78Cursion 22FreeAgent 56

• Trigger
  New Flow

  Triggers when a new Flow is created in your Cursion account.

• Trigger
  New Page

  Triggers when a new page is added to a Cursion site.

• Trigger
  New Scan

  Triggers when a new Scan is created for the selected Cursion page.

• Trigger
  New Site

  Triggers when a new site is added to your Cursion account.

• Trigger
  New Test

  Triggers when a new Test (a comparison of two scans) is created for a page.

• Action
  Add case

  Generates a new test case for a site from a plain-language prompt and returns the process tracking its creation.

• Action
  Add flow

  Creates a Flow in Cursion — a named sequence of steps (scans, cases, alerts) that FlowRuns execute.

• Action
  Create CaseRun

  Runs a saved Case against a Site, creating a CaseRun that executes in the background and returns immediately.

• Action
  Create FlowRun

  Runs a Flow against a Site and returns the new FlowRun, which completes asynchronously.

• Action
  Create Page

  Creates a Page under a Cursion Site and, unless skipped, starts its initial baseline Scan.

• Action
  Create Scan

  Starts a new Scan of a Site's pages in Cursion. The scan runs in the background and may take several minutes to complete.

• Action
  Create Site

  Creates a Site in Cursion for a domain, then crawls it for pages and runs initial baseline scans in the background.

• Action
  Delete site

  Deletes a site and, with it, all of the site's scans, tests, schedules and alerts.

• Action
  Get FlowRun

  Returns a single FlowRun — the result of running a Flow against a Site — including its nodes, status and logs.

• Action
  Get scan

  Returns a single Cursion scan with its HTML, logs, Lighthouse and security scores, and screenshots.

• Action
  Get site

  Returns a single Cursion site with its URL, tags, crawl times and latest scan and test summary.

• Action
  Get test

  Returns a single Test, the comparison of two scans of a page, with its scores, status and deltas.

• Action
  List flows

  Returns the flows in your Cursion account, including each flow's steps (nodes) and connections (edges).

• Action
  List pages

  Returns the pages that belong to a Cursion site, with each page's URL, tags and latest scan and test results.

• Action
  List scans

  Returns the scans captured for a Cursion page, ordered by creation time.

• Action
  List sites

  Returns the sites in your Cursion account, newest first, with each site's URL, tags and latest scan and test details.

• Action
  List tests

  Returns the Tests run against a Cursion Page, ordered by creation time.

• 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.

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