Connect FreeAgent to ABC GymSales

Both apps 82FreeAgent 56ABC GymSales 26

• 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.

• Action
  Add Company

  Creates a new company (club location) in ABC GymSales and returns the created company.

• Action
  Add Tag

  Adds a tag to a person.

• Action
  Create Appointment

  Adds an appointment (event) for a person.

• Action
  Create Note

  Adds a note to an existing person.

• Action
  Create Person

  Creates a new person (prospect) in a GymSales club.

• Action
  Extend trial

  Extends a person's trial in ABC GymSales, optionally to a specific trial end date, and returns the updated person.

• Action
  Find People

  Returns every person in GymSales matching the name, email or phone you supply, optionally across all locations.

• Action
  Find Person by Email

  Finds a person by email address.

• Action
  Find Person by Mobile Phone

  Finds a person by mobile phone number.

• Action
  Find Users

  Finds a GymSales user (salesperson or club manager) by their email address.

• Action
  Get Company

  Returns one GymSales company (club) by ID.

• Action
  Get Person

  Returns one GymSales person (prospect or member) by ID.

• Action
  List Companies

  Returns the companies (clubs) in the GymSales account.

• Action
  List Company Activities

  Returns the appointment (Event) activities for a GymSales company, optionally filtered by completion status and start date.

• Action
  List Company Groups

  Returns the company groups the connected user can access, with each group's name, brand and creation date.

• Action
  List Notes

  Returns the notes on a person.

• Action
  List Person Activities

  Returns the activities (events, appointments and tasks) recorded for a person, optionally filtered by completion status.

• Action
  List Tags

  Returns the tags in the GymSales account.

• Action
  Log SMS

  Records an SMS message on a person's GymSales history.

• Action
  Opt Out of Email

  Opts the people with an email address out of GymSales email.

• Action
  Opt Out of SMS

  Opts the people with a mobile number out of GymSales SMS.

• Action
  Remove Tag

  Removes a tag from a person.

• Action
  Salesperson_Name

  Assigns a salesperson to an existing prospect or member, matched on the salesperson's name in GymSales.

• Action
  Set Do Not Call

  Marks a person do-not-call, or clears the flag.

• Action
  Update Company

  Updates an existing company (club) in ABC GymSales. Only the fields you fill in are changed.

• Action
  Update Person

  Updates an existing GymSales person. First name and company are required by GymSales on every update.

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