--- title: "Connect FreeAgent and HubSpot - APIANT.ai" description: "When \"New Bank Transaction\" fires in FreeAgent, your agent runs \"Add contact\" in HubSpot." canonical: "https://apiant.ai/connect/freeagent-to-hubspot" --- # Connect FreeAgent and HubSpot When **New Bank Transaction** fires in [FreeAgent](https://apiant.ai/connections/freeagent), your agent runs **Add contact** in [HubSpot](https://apiant.ai/connections/hubspot), or **Deal stage changed** in HubSpot to **Create Contact** in FreeAgent. Describe the whole flow and it is built, tested on every scenario and kept running. FreeAgent **6** triggers FreeAgent **50** actions HubSpot **29** triggers HubSpot **137** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want FreeAgent and HubSpot to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What FreeAgent and HubSpot can do together ### From FreeAgent to HubSpot - When **New Bank Transaction** in FreeAgent then **Add contact** in HubSpot - When **New Contact** in FreeAgent then **Add contact to list** in HubSpot ### From HubSpot to FreeAgent - When **Deal stage changed** in HubSpot then **Create Contact** in FreeAgent - When **Form submitted** in HubSpot then **Create Invoice** in FreeAgent Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with FreeAgent and HubSpot ## Triggers and actions 35 triggers · 187 actions - 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. - Trigger **Company deleted** Triggered on deletion of existing company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **Contact deleted** Triggered on deletion of existing contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **Deal deleted** Triggered on deletion of existing deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **Deal stage changed** Triggers when a deal moves to a new stage in a pipeline. - Trigger **Form submitted** Triggers when a contact submits the chosen HubSpot form. Turning the automation on creates a HubSpot workflow that forwards each submission; turning it off deletes that workflow. Requires a HubSpot plan whose workflows can send webhooks. - Trigger **New associated object** Triggers when a new record of one CRM object type becomes associated with a record of another object type (for example, a deal linked to a company). - Trigger **New blog post** Triggers on a new blog post added to the selected blog. - Trigger **New calendar task +30d** Triggered when a new calendar task is created in the next 30 days. Note: this applies to HubSpot (Marketing), and not HubSpot CRM's tasks. Note: only supports up to 499 tasks in the next 30 days, an error will occur if more than 499 tasks exist. - Trigger **New company** Triggered when a new company is added. - Trigger **New company (instant)** Triggered on creation of new company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **New contact** Triggered on creation of new contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **New deal** Triggered on creation of new deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **New note added to contact** Triggers when a note linked to a contact is added in HubSpot. - Trigger **New or changed engagements** Triggers on new or changed engagements. - Trigger **New or updated company** Triggered when a company is created or modified - Trigger **New or updated contact** Triggers on new or updated contacts. - Trigger **New or updated contact (Custom Fields Included)** Triggered when a contact is created or updated. - Trigger **New or updated deal** Triggered when a deal is created or updated. - Trigger **New or updated ticket** Triggered when a ticket is created or updated. - Trigger **New social media message** Triggered when a new social media message is added. - Trigger **New ticket** Triggers when new ticket is available. - Trigger **Ticket property changed** Triggered when the chosen property changes on a ticket - Trigger **Two-way sync new or updated companies** A trigger for two-way syncing new and updated companies, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping. - Trigger **Two-way sync new or updated contacts** A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping. - Trigger **Updated company custom property** Triggered when the selected custom property is updated on a company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **Updated contact** Triggered when a contact is updated. - Trigger **Updated contact custom property** Triggered when the selected custom property is updated on a contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **Updated contact custom property by name** Triggered when the specified custom property is updated on a contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **Updated deal custom property** Triggered when the selected custom property is updated on a deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Action **Add company** Adds a new company. - Action **Add contact** Adds a new contact. An error occurs if the email already exists. If a company name is found, the contact is associated with the company. Emits the contact ID if added. - Action **Add contact to list** Adds a contact to the specified contact list. - Action **Add contact to workflow** Enrolls a contact to a workflow provided the workflow ID and the contact email. - Action **Add custom object record** Adds a record to the specified custom object. - Action **Add deal** Creates a new deal and optionally associates it with a contact and/or company. - Action **Add meeting** Creates a meeting engagement. - Action **Add or update company** Adds a new company if the name does not already exist, otherwise updates the existing company. Only non-empty properties are updated. - Action **Add or update contact** Adds or updates a contact. If a company name is found, the contact is associated with the company. The ID of the added/updated contact is emitted as output. - Action **Add or update deal** Searches for a deal by name. If found it updates it, if not it adds it. If a contact email or company name is provided, the deal is associated with them if found. - Action **Add ticket** Adds a new ticket. - Action **Append company dropdown property values** Appends one or more values to a company dropdown property. An error occurs if the named property is not found. - Action **Append company multi-select property dropdown values** Appends one or more dropdown values to a company multi-select property. An error occurs if the named property is not found. - Action **Append contact dropdown property values** Appends one or more values to a contact dropdown property. An error occurs if the named property is not found. - Action **Append contact multi-select property dropdown values** Appends one or more dropdown values to a contact multi-select property. An error occurs if the named property is not found. - Action **Append deal dropdown property values** Appends one or more values to a deal dropdown property. An error occurs if the named property is not found. - Action **Append deal multi-select property dropdown values** Appends one or more dropdown values to a deal multi-select property. An error occurs if the named property is not found. - Action **Append ticket dropdown property values** Appends one or more values to a ticket dropdown property. An error occurs if the named property is not found. - Action **Append ticket multi-select property values** Appends one or more values to a ticket multi-select property. An error occurs if the named property is not found. - Action **Clear contact property value** Erases the value of specified property for the specified contact. - Action **Clear deal property value** Erases the value of specified property for the specified deal. - Action **Clear ticket property value** Erases the value of specified property for the specified ticket. - Action **Convert to valid property name** Converts a string value into a valid property name. Property names must begin with a letter and contain only up to 100 lowercase letters, numbers, or underscores, without any spaces, commas, or special characters. - Action **Copy workflow** Copies the specified workflow. The new workflow will have "COPY" appended to its name. - Action **Create a blog post** Creates a new blog post - Action **Create a company property: boolean checkbox** Creates a boolean checkbox company property. No error occurs if the property already exists. - Action **Create a company property: dropdown select** Creates a dropdown select list company property. No error occurs if the property already exists. - Action **Create a company property group** Creates a company property group. No error occurs if the group already exists. - Action **Create a company property: multi-select** Creates a multi-select list company property. No error occurs if the property already exists. - Action **Create a company property: single value** Creates a company property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists. - Action **Create a contact list** Creates a contact list. An error occurs if the list already exists. - Action **Create a contact property: boolean checkbox** Creates a boolean checkbox contact property. No error occurs if the property already exists. - Action **Create a contact property: dropdown select** Creates a dropdown select list contact property. No error occurs if the property already exists. - Action **Create a contact property group** Creates a contact property group. No error occurs if the group already exists. - Action **Create a contact property: multi-select** Creates a multi-select list contact property. No error occurs if the property already exists. - Action **Create a contact property: single value** Creates a contact property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists. - Action **Create a deal pipeline and stages** Creates a new deal pipeline and up to 10 stages. - Action **Create a deal property** Creates a deal property. No error occurs if the property already exists. - Action **Create a deal property: boolean checkbox** Creates a boolean checkbox deal property. No error occurs if the property already exists. - Action **Create a deal property: dropdown select** Creates a dropdown select list deal property. No error occurs if the property already exists. - Action **Create a deal property group** Creates a deal property group. No error occurs if the group already exists. - Action **Create a deal property: multi-select** Creates a multi-select list deal property. No error occurs if the property already exists. - Action **Create a deal property: single value** Creates a deal property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists. - Action **Create an email engagement** Logs an incoming email in HubSpot and links it to the given contacts, companies and deals. - Action **Create a note engagement** Creates a note in HubSpot and links it to the given contacts, companies, deals and tickets. - Action **Create association** Creates an association between two objects - Action **Create association: contact to contact** Creates an association between two contacts - Action **Create association type** Creates an association type between two objects. An error occurs if the association already exists. - Action **Create a task engagement** Creates a new task engagement. - Action **Create a ticket property: boolean checkbox** Creates a boolean checkbox ticket property. No error occurs if the property already exists. - Action **Create a ticket property: dropdown select** Creates a dropdown select list ticket property. No error occurs if the property already exists. - Action **Create a ticket property group** Creates a ticket property group. No error occurs if the group already exists. - Action **Create a ticket property: multi-select** Creates a multi-select list ticket property. No error occurs if the property already exists. - Action **Create a ticket property: single value** Creates a ticket property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists. - Action **Create custom association** Creates an association between two objects using a custom association type. Use the "get association types" action to obtain the custom association type. - Action **Create record** Creates a record of the selected CRM object type with the supplied properties. - Action **CRM card: set display values** Builds the results payload a HubSpot CRM card data-fetch request expects: one card entry carrying the record id it describes, its title, an optional link, and the property rows to display. - Action **Delete contact** Deletes a contact provided its contact ID. - Action **Delete contact list** Deletes a contact list specified by ID. - Action **Delete contact secondary email** Deletes the specified secondary email for the specified contact. An error will occur if either the contact or secondary email is not found. - Action **Delete deal** Deletes a deal provided its deal ID. - Action **Delete record** Deletes a record of the selected CRM object type by ID. - Action **Delete ticket** Deletes a ticket provided a ticket ID. - Action **Find companies associated to contact** Returns up to 500 company IDs associated with the specified contact - Action **Find company by name** Searches for a company by name (case-insensitive) and emits the company's ID. Zero, one, or multiple ID's may be emitted. - Action **Find company by property** Searches for a company by property (case-insensitive) and emits the company's information. Only the first matching company is emitted. If no matches are found, an error occurs. - Action **Find contact by email** Finds a contact by email. If the contact is not found, no information is emitted and no error occurs. - Action **Find contact by property** Search HubSpot contacts by any property name/value pair (EQ filter). Returns the first matching contact's standard fields. - Action **Find contact list by name** Look up a contact list by its name and return its v3 list id. Use this instead of 'Get all contact lists' whenever the id will be passed to a v3 endpoint such as 'Add contact to list': the v1 lists endpoint returns ids from a different id space, and feeding a v1 id to a v3 endpoint silently targets a different list. - Action **Find contacts by property** Returns contact IDs for all contacts matching the specified property value. - Action **Find custom object records associated to contact** Given a HubSpot contact ID and a custom object type, returns the IDs of all custom object records associated to that contact. Paginated via the v4 associations API. Used by the CRMConnect v3.8 membership reconciliation pass. - Action **Find custom object records by property** Returns record IDs for all records of the specified custom object matching the specified property value. - Action **Find deal by name** Searches for a deal by name (case-insensitive) and emits the company's ID. Zero, one, or multiple ID's may be emitted. - Action **Find deal by property** Searches for a deal by property (case-insensitive) and emits its information. Only the first matching deal is emitted. If no matches are found, an error occurs. - Action **Find deals associated to company** Returns up to 500 deal IDs associated with the specified company - Action **Find deals associated to contact** Returns up to 500 deal IDs associated with the specified contact - Action **Find owner by email** Fetches owner details for an owner with the specified email address. - Action **Find pipeline by name** Finds a pipeline provided its name and its type. - Action **Find recently modified deals** Returns recently modified deals. - Action **Get associated records with labels** List the records associated to a record, including the label and type of each association. - Action **Get association types** Returns all association types between the specified two object types. - Action **Get calls for contact** Returns all calls with the specified contact, optionally within a specified datetime range. - Action **Get calls for deal** Returns all calls with the specified deal, optionally within a specified datetime range. - Action **Get company** Returns company details for the specified ID. - Action **Get contact** Returns contact details for the specified ID. - Action **Get contact list** Read a single contact list by its ID. - Action **Get contact secondary emails** Returns all secondary emails for the specified contact. - Action **Get custom object records batch by IDs** Given a custom object type, a comma-separated list of record IDs, and a comma-separated list of property API names, returns one record per ID with the requested properties, one batch per call. Used by the CRMConnect v3.8 membership reconciliation pass. - Action **Get deal** Returns details for the deal with the specified ID. - Action **Get emails for contact** Returns all emails with the specified contact, optionally within a specified datetime range. - Action **Get emails for deal** Returns all emails with the specified deal, optionally within a specified datetime range. - Action **Get meetings for contact** Returns all meetings with the specified contact, optionally within a specified datetime range. - Action **Get meetings for deal** Returns all meetings with the specified deal, optionally within a specified datetime range. - Action **Get notes for contact** Returns all notes with the specified contact, optionally within a specified datetime range. - Action **Get notes for deal** Returns all notes with the specified deal, optionally within a specified datetime range. - Action **Get Object by Field Value** Looks up a record of the selected HubSpot CRM object type by an exact match on a single property (the Object, Field, and Value settings), returning the first matching record ID. - Action **Get object property info** Returns information for the specified property for the specified company, contact, or deal object type. - Action **Get owner** Returns details for the owner with the specified ID. - Action **Get record** Returns a single record of the selected CRM object type by ID. - Action **Get tasks for contact** Returns all tasks with the specified contact, optionally within a specified datetime range. - Action **Get tasks for deal** Returns all tasks with the specified deal, optionally within a specified datetime range. - Action **Get ticket** Returns details for the ticket with the specified ID. - Action **Get total number of contacts having property** Returns the total number of contacts having the specified property. - Action **Import records from CSV into object** Imports records from a CSV file into a specified object. - Action **List all workflows** Returns the name and id of all workflows visible in the portal. - Action **List contact IDs of a company** Given a company ID, finds all contacts in that company. - Action **List contact list memberships (v3)** Returns the contacts that are currently members of a HubSpot contact list, identified by the list's v3 (ILS) id. - Action **List owners** Returns a list of HubSpot account owners, supporting pagination and optional filtering by email. - Action **List pipelines** Returns the pipelines for deals or tickets, depending on which object type you select. - Action **List pipeline stages** Returns the stages in a specific deal or ticket pipeline. - Action **List records** Lists records of the selected CRM object type. - Action **Log call** Logs a completed call in HubSpot and links it to the given contacts. - Action **Merge contacts** Merge two contact records. The contact ID will be treated as the primary contact, and the contact ID to merge will be treated as the secondary contact. Most recent property values such as email and name will overwrite older values. - Action **Parse property option errors** Emits arrays of property and option names parsed from the input error message. Empty arrays are emitted if the input error message is empty. - Action **Remove contact from list (v3)** Removes a contact from a HubSpot contact list, using the list's v3 (ILS) id. Only MANUAL and SNAPSHOT lists accept membership changes. - Action **Search contact lists (v3)** Returns the contact lists in the connected HubSpot account, optionally narrowed by a name search, processing type, or object type. Each list comes back with its ILS (v3) list id, name and processing type. - Action **Search records** Searches records of the selected CRM object type by filter criteria. - Action **Submit a form** Submits a form to the Forms API - Action **Two-way sync add or update a company** An action for two-way syncing new and updated companies, with enhanced on-the-fly mapping using company names for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping. - Action **Unsubscribe contact from all lists** Unsubscribes a contact from all lists. - Action **Update company** Updates an existing company specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly. - Action **Update company multi-select property - check value** Updates the specified multi-select property for the specified company such that the specified value is checked if not already checked. - Action **Update company multi-select property - uncheck value** Updates the specified multi-select property for the specified company such that the specified value is unchecked (removed). - Action **Update contact** Updates an existing contact specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly. - Action **Update contact multi-select property - check value** Updates the specified multi-select property for the specified contact such that the specified value is checked if not already checked. - Action **Update contact multi-select property - uncheck value** Updates the specified multi-select property for the specified contact such that the specified value is unchecked (removed). - Action **Update contact properties** Updates the values of up to 6 specified properties for the specified contact. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly. - Action **Update custom object multi-select property - check value** Updates the specified multi-select property for the specified custom object record such that the specified value is checked if not already checked. - Action **Update custom object record** Updates a specified record in the specified custom object. - Action **Update custom object record pipeline and stage** Updates the specified custom object record to place it in the specified pipeline and stage. - Action **Update deal** Updates an existing deal specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased, and the related calculated amounts (amount in home currency, forecast amount) are left intact. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly. - Action **Update deal multi-select property - check value** Updates the specified multi-select property for the specified deal such that the specified value is checked if not already checked. - Action **Update deal multi-select property - uncheck value** Updates the specified multi-select property for the specified deal such that the specified value is unchecked (removed). - Action **Update record** Updates properties on a record of the selected CRM object type by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly. - Action **Update ticket multi-select property - check value** Updates the specified multi-select property for the specified ticket such that the specified value is checked if not already checked. - Action **Update ticket multi-select property - uncheck value** Updates the specified multi-select property for the specified ticket such that the specified value is unchecked. - Action **Upload Files** Imports a file into the HubSpot File Manager from a public URL (asynchronous import). Set the source URL plus optional name, public/indexable access, and hidden flag; emits the created file reference. ## Each app on its own - [ **FreeAgent** FreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...](https://apiant.ai/connections/freeagent) - [ **HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connections/hubspot) Reviews ## What our customers say ## More from FreeAgent - [ **FreeAgent to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/freeagent-to-salesforce) - [ **FreeAgent to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/freeagent-to-slack) - [ **FreeAgent to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/freeagent-to-stripe) - [ **FreeAgent to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/freeagent-to-shopify) - [ **FreeAgent to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/freeagent-to-quickbooks-online) - [ **FreeAgent to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/freeagent-to-trello) ## More into HubSpot - [ **Slack to HubSpot** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-hubspot) - [ **Gmail to HubSpot** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-hubspot) - [ **Google Calendar to HubSpot** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-hubspot) - [ **Google Drive to HubSpot** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-hubspot) - [ **Mailchimp to HubSpot** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-hubspot) - [ **ActiveCampaign to HubSpot** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-hubspot) Questions ## FreeAgent and HubSpot, answered ### ### What can start an automation from FreeAgent? Any of FreeAgent's 6 triggers in the catalog, including New Bank Transaction, New Contact, New Invoice and New or Updated Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in HubSpot when something happens in FreeAgent? Any of HubSpot's 137 actions, including Create a blog post, Create a company property: boolean checkbox, Create a company property: dropdown select and Create a company property group. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from HubSpot to FreeAgent? Yes. When something happens in HubSpot, your agent can act in FreeAgent too. This page covers both directions: HubSpot's triggers and FreeAgent's actions are listed here as well. ### ### Do I have to build a connector for FreeAgent or HubSpot? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use FreeAgent and HubSpot without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.