Connect FreeAgent and OnceHub

Both apps 88FreeAgent 56OnceHub 32

• 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
  Booking Canceled

  Triggers when a OnceHub booking is canceled by the customer or by someone on your team.

• Trigger
  Booking Cancelled and Rescheduled

  Triggers when a customer cancels a OnceHub booking and then reschedules it on a different booking page.

• Trigger
  Booking Completed

  Triggers when a OnceHub booking's end time has passed and the meeting is marked completed.

• Trigger
  Booking Lifecycle Event

  Triggers on any OnceHub booking event — scheduled, rescheduled, reassigned, canceled, completed or no-show — with the event name included so you can branch on it.

• Trigger
  Booking No-Show

  Triggers when a OnceHub booking is marked as a no-show.

• Trigger
  Booking Rescheduled

  Triggers when a OnceHub booking is rescheduled to a new time.

• Trigger
  Booking Scheduled

  Triggers when a new OnceHub booking is scheduled.

• Trigger
  Contact Captured

  Triggers when a new contact is captured in OnceHub.

• Trigger
  Contact Lifecycle Event

  Triggers whenever a OnceHub contact is created or changed, so you catch the whole contact lifecycle in one place.

• Trigger
  Contact Updated

  Triggers when an existing OnceHub contact is updated.

• Trigger
  Conversation Abandoned

  Triggers when a website visitor stops replying to a OnceHub chatbot for more than ten minutes and the conversation is abandoned.

• Trigger
  Conversation Closed

  Triggers when a OnceHub chatbot conversation is closed.

• Trigger
  Conversation Lifecycle Event

  Triggers on any OnceHub conversation event — started, closed or abandoned — with the event name included so you can branch on it.

• Trigger
  Conversation Started

  Triggers when a website visitor sends their first message to a OnceHub chatbot and a conversation starts.

• Trigger
  Reassigned Booking

  Triggers when a OnceHub booking is reassigned to a different host.

• Action
  Cancel Booking

  Cancels a OnceHub booking, optionally with a reason and without emailing the customer.

• Action
  Create Contact

  Creates a new contact in OnceHub. Give at least an email address or a mobile number.

• Action
  Create One-Time Booking Link

  Creates a one-time booking link for a published OnceHub booking calendar, optionally prefilling the booking form and pinning the host or duration.

• Action
  Delete Contact

  Deletes a contact from OnceHub.

• Action
  Find Contact

  Finds a OnceHub contact by email address.

• Action
  Get Available Time Slots

  Returns the open meeting times on a OnceHub booking calendar for the window you choose.

• Action
  Get Booking Calendar

  Returns one OnceHub booking calendar with its host, public link and meeting length.

• Action
  Get Booking Details

  Returns one OnceHub booking with its time, customer details and booking form answers.

• Action
  Get Contact

  Returns one OnceHub contact with its details and custom fields.

• Action
  Get Contact's Future Meetings

  Returns a contact's upcoming OnceHub meetings — the bookings that start after the time you give.

• Action
  List Booking Calendars

  Lists the booking calendars in your OnceHub account.

• Action
  List Bookings

  Lists OnceHub bookings, with optional filters for status, contact, host, calendar and date range.

• Action
  List Contacts

  Lists the contacts in your OnceHub account, with optional email and date filters.

• Action
  Mark Booking as No-Show

  Marks a OnceHub booking as a no-show.

• Action
  Reassign Booking

  Reassigns a OnceHub booking to a different host, optionally naming the video conferencing service to use.

• Action
  Request Reschedule

  Asks the customer to pick a new time for a OnceHub booking, optionally telling them why.

• Action
  Update Contact

  Updates an existing OnceHub contact. Only the fields you fill in are changed; anything left blank keeps its current value.

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