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Triggers and actions 3 triggers · 30 actions
Trigger
New ContactTriggers when a new contact is created (polling, newest first).
Trigger
New InvoiceTriggers when a new invoice is created (polling, newest first).
Trigger
New ProjectTriggers when a new project is created (polling, newest first).
Action
Create ContactCreate a new contact.
Action
Create InvoiceCreate an invoice for a contact.
Action
Create ProjectCreate a project for a contact.
Action
Create TimeslipCreate a timeslip (time tracking entry).
Action
Delete ContactDelete a contact by id.
Action
Get ContactGet a single contact by id.
Action
Get InvoiceGet a single invoice by id.
Action
List BillsList bills.
Action
List ContactsList contacts in FreeAgent.
Action
List EstimatesList estimates.
Action
List ExpensesList expenses.
Action
List InvoicesList invoices.
Action
List ProjectsList projects.
Action
List TimeslipsList timeslips (time tracking entries).
Action
Update ContactUpdate an existing contact.
Action
Add comment to taskAdds a comment to a task. POST /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}/comment-only
Action
Add mailboxCreates a new mailbox with default settings. POST /{account_id}/mailboxes
Action
Add projectCreates a new project. POST /{account_id}/internal-projects
Action
Add taskCreates a new task in a project. POST /{account_id}/internal-projects/{internal_project_id}/tasks
Action
Delete taskPermanently deletes a task. DELETE /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}
Action
Find tasksReturns a list of tasks matching search criteria. GET /{account_id}/tasks/search or POST /{account_id}/search/tasks
Action
Get mailboxReturns details of a mailbox including members and reply signature. GET /{account_id}/mailboxes/{mailbox_id}
Action
Get projectReturns project details (name, favorited, members). GET /{account_id}/internal-projects/{internal_project_id}
Action
Get taskGets the details of a task. GET /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}
Action
List accountsReturns the accounts the user has access to. GET /accounts
Action
List mailboxesReturns mailbox ID/name pairs the user has access to. GET /{account_id}/mailboxes/for-selection
Action
List projectsReturns project ID/name pairs the user has access to. GET /{account_id}/internal-projects/for-selection
Action
List workflowsReturns all published workflows available for an account. GET /{account_id}/workflows/for-selection
Action
Update task statusUpdates the status for a task. PUT /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}/status
Action
Upload fileUploads a file and returns the ID of the file. POST /{account_id}/files/upload
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.