Connect FreeAgent to Manatal

Both apps 122FreeAgent 56Manatal 66

• 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
  Create a Candidate

  Creates a new candidate in Manatal and returns the created candidate record.

• Action
  Create a Job

  Creates a new job in Manatal, assigned to an organization.

• Action
  Create Candidate Attachment

  Adds an attachment to a candidate in Manatal from a file URL, and returns the attachment that was created.

• Action
  Create Candidate Note

  Adds a note to a candidate in Manatal and returns the created note.

• Action
  Create Candidate Resume

  Uploads a resume file to a candidate in Manatal from a file link.

• Action
  Create Candidate Social Media

  Adds a social media profile to a candidate and returns the created profile.

• Action
  Create Contact

  Creates a contact in Manatal, linked to an organization.

• Action
  Create Contact Attachment

  Adds a file attachment to a contact, using a link to the file, and returns the new attachment.

• Action
  Create Contact Note

  Adds a note to a contact in Manatal.

• Action
  Create Job Attachment

  Adds a file attachment to a job, given a link to the file, and returns the created attachment.

• Action
  Create Job Note

  Creates a note on a job in Manatal and returns the new note.

• Action
  Create Match

  Adds a candidate to a job in Manatal, creating a match between them.

• Action
  Create Match Attachment

  Adds an attachment, given by a link to the file, to a match between a candidate and a job, and returns the created attachment.

• Action
  Create Match Note

  Adds a note to a match, the link between a candidate and a job, and returns the created note.

• Action
  Create Organization

  Creates a new organization (client company) in Manatal.

• Action
  Create Organization Attachment

  Adds a file attachment, given by a link to the file, to an organization in Manatal and returns the created attachment.

• Action
  Create Organization Note

  Creates a note on an organization in Manatal.

• Action
  Get Candidate

  Returns a candidate by id, including their contact details, source, skills, tags, industries and custom field values.

• Action
  Get Candidate Attachment

  Returns one attachment on a candidate, including its name, description and file link.

• Action
  Get Candidate Note

  Returns a single note on a candidate, including its text, author and creation time.

• Action
  Get Candidate Social Media

  Returns one social media profile saved on a candidate, including its network, web address, username and enrichment state. An error occurs if the profile is not found.

• Action
  Get Contact

  Returns a contact by its id, including the organization it belongs to and its custom field values.

• Action
  Get Contact Attachment

  Returns one attachment on a contact, including its name, description and a link to the file.

• Action
  Get Contact Note

  Returns a single note on a contact, including its text, the user who wrote it and when it was created.

• Action
  Get Job

  Returns a job by its id, including its position, status, salary, location and custom field values.

• Action
  Get Job Attachment

  Returns a single attachment on a job, including its name, description and a link to the file.

• Action
  Get Job Note

  Returns a single note on a job, including its text, author and creation time. An error occurs if the note is not found.

• Action
  Get Match

  Returns a match (a candidate's link to a job) by its id, including its pipeline stage, key dates and custom field values.

• Action
  Get Match Attachment

  Returns a single attachment on a match (a candidate's application to a job), including its name, description and file link.

• Action
  Get Match Note

  Returns one note on a match, including its text, author and creation time.

• Action
  Get Organization

  Returns a single organization by its id, including its custom field values.

• Action
  Get Organization Attachment

  Returns one attachment on an organization, including its name, description and a link to the file.

• Action
  Get Organization Note

  Returns one note on an organization, including its text, author and creation time.

• Action
  Retrieve Candidate Matches List

  Returns every job match for a candidate, including each match's job, pipeline stage and key dates.

• Action
  Retrieve Job Matches List

  Returns every candidate match for a job, including each match's pipeline stage and key dates.

• Action
  Search Candidate Attachments

  Returns a candidate's attachments, optionally narrowed to those whose name contains the text you enter.

• Action
  Search Candidate Notes

  Returns a candidate's notes, optionally only those whose text contains the words you enter.

• Action
  Search Candidate Resume

  Returns the resumes on file for a candidate, each with its ID, file link and creation time.

• Action
  Search Candidate Social Media

  Returns a candidate's social media profiles, optionally limited to one social network.

• Action
  Search Contact Attachments

  Returns a contact's attachments, optionally narrowed to those whose name contains the text you enter.

• Action
  Search Contact Notes

  Returns the notes on a contact, optionally only those containing the text you specify.

• Action
  Search Contacts

  Searches your Manatal contacts by name, email, phone, organization or created/updated dates and returns the matching contacts.

• Action
  Search Job Attachments

  Returns the attachments on a job, optionally narrowed to those whose name contains the text you provide.

• Action
  Search Job Notes

  Returns the notes on a job, optionally only those whose text contains the words you specify.

• Action
  Search Jobs

  Returns the jobs that match the search criteria you provide, such as position name, organization, status, location or date ranges.

• Action
  Search Match Attachments

  Returns the attachments on a match (a candidate in a job pipeline), optionally only those whose name contains the text you give.

• Action
  Search Matches

  Returns the matches (candidates linked to jobs) in your Manatal account that meet the filters you set, such as external id, pipeline stage, or hire, submit, interview, offer, drop, create and update dates.

• Action
  Search Match Notes

  Returns the notes on a match, optionally narrowed to those containing the text you specify.

• Action
  Search Organization Attachments

  Returns the attachments on a Manatal organization, optionally narrowed to those whose name contains the text you provide.

• Action
  Search Organization Notes

  Returns the notes on a Manatal organization, optionally only those whose text contains the words you give.

• Action
  Search Organizations

  Searches organizations by name, owner, address, website, external ID or date ranges and returns the matching organizations.

• Action
  Update Candidate

  Updates an existing candidate by id, changing only the details you fill in, and returns the updated candidate.

• Action
  Update Candidate Attachment

  Updates an existing attachment on a candidate, such as its name, file link or description.

• Action
  Update Candidate Note

  Updates the text of an existing note on a candidate and returns the updated note.

• Action
  Update Contact

  Updates an existing contact in Manatal. Only the fields you fill in are changed.

• Action
  Update Contact Attachment

  Updates the name, file link, description or creator of an attachment on a contact and returns the updated attachment.

• Action
  Update Contact Note

  Updates the text of an existing note on a contact and returns the updated note.

• Action
  Update Job

  Updates an existing job in Manatal. Only the fields you fill in are changed.

• Action
  Update Job Attachment

  Updates the name, file link, description or creator of an attachment on a job, and returns the updated attachment.

• Action
  Update Job Note

  Updates the text of an existing note on a job and returns the updated note.

• Action
  Update Match

  Updates an existing match (a candidate's application to a job) in Manatal, such as its owner, pipeline stage, status or key dates.

• Action
  Update Match Attachment

  Updates the name, file link, description or creator of an attachment on a match.

• Action
  Update Match Note

  Updates the text of an existing note on a match and returns the updated note.

• Action
  Update Organization

  Updates an existing organization in Manatal, changing only the details you provide.

• Action
  Update Organization Attachment

  Updates the name, file link, description or creator of an attachment on a Manatal organization and returns the updated attachment.

• Action
  Update Organization Note

  Updates the text of an existing note on an organization in Manatal.

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