Connect FreeAgent to Goyzer

Both apps 91FreeAgent 56Goyzer 35

• 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 Lead

  Creates a new lead (contact) in your Goyzer CRM with their name, phone, email and requirement, and reports whether the client already existed.

• Action
  List Agents

  Returns the agents (sales and leasing staff) in your Goyzer account with their name, phone and email. Pass an agent ID to return just that agent.

• Action
  List Amenities

  Returns the amenity records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Bedroom Options

  Returns the bedroom option records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List budgets

  Returns the budget options configured in Goyzer, optionally filtered by budget, unit type or requirement type.

• Action
  List Cities

  Returns the city records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Communities

  Returns the community records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Companies

  Returns the company records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Contact Methods

  Returns the contact method records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Contact Types

  Returns the contact type records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Countries

  Returns the country records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Districts

  Returns the district records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Facilities

  Returns the facility records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List fitting fixtures

  Returns the fittings and fixtures defined in Goyzer, optionally limited to one fitting/fixture.

• Action
  List Lead Stages

  Returns the lead stage records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Media Names

  Returns the media name (lead source) records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Media Types

  Returns the media type (lead source type) records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Nationalities

  Returns the nationality records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Projects

  Returns the project records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Properties

  Returns the property records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List rent listings

  Returns rental unit listings from Goyzer, optionally filtered by location, price, bedrooms and size.

• Action
  List Requirement Types

  Returns the requirement type records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List sales listings

  Returns units listed for sale in Goyzer, filtered by price, bedrooms, location, area and property.

• Action
  List sold listings

  Returns sold property listings from Goyzer, optionally filtered by bedrooms, price, location and size.

• Action
  List States

  Returns the state records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Sub Communities

  Returns the sub-community records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Titles

  Returns the title (Mr, Mrs, ...) records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Unit Categories

  Returns the unit category records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Unit Sub Types

  Returns the unit sub-type records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List Unit Views

  Returns the unit view records in your Goyzer account, optionally filtered by the IDs you pass, for looking up the IDs other Goyzer actions need.

• Action
  List updated projects for sale

  Returns the projects for sale that were recently updated in Goyzer, including whether each was deleted or published to the web.

• Action
  List updated units for lease

  Returns the units for lease that have recently been updated in Goyzer, including whether each was deleted or is published to the web.

• Action
  List updated units for sale

  Returns the units for sale that were recently added, changed or deleted in Goyzer.

• Action
  Update agent feedback rating

  Updates the agent feedback rating and remarks on a Goyzer lead.

• Action
  Update direct marketing

  Updates a contact's direct marketing preferences in Goyzer, identified by contact ID or email.

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