Integration

Connect FreeAgent to Salesmate

When something happens in FreeAgent, your agent does the next thing in Salesmate. Describe it in plain language and the automation is built, tested on every branch and kept running.

FreeAgent3 triggersFreeAgent15 actionsSalesmate2 triggersSalesmate10 actions

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Build it

What do you want FreeAgent and Salesmate to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Or work from Claude Code

Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

Connect Claude Code

Everything your agent can do with FreeAgent and Salesmate

Triggers and actions 5 triggers · 25 actions

Trigger
New Contact
Triggers when a new contact is created (polling, newest first).
Trigger
New Invoice
Triggers when a new invoice is created (polling, newest first).
Trigger
New Project
Triggers when a new project is created (polling, newest first).
Action
Create Contact
Create a new contact.
Action
Create Invoice
Create an invoice for a contact.
Action
Create Project
Create a project for a contact.
Action
Create Timeslip
Create a timeslip (time tracking entry).
Action
Delete Contact
Delete a contact by id.
Action
Get Contact
Get a single contact by id.
Action
Get Invoice
Get a single invoice by id.
Action
List Bills
List bills.
Action
List Contacts
List contacts in FreeAgent.
Action
List Estimates
List estimates.
Action
List Expenses
List expenses.
Action
List Invoices
List invoices.
Action
List Projects
List projects.
Action
List Timeslips
List timeslips (time tracking entries).
Action
Update Contact
Update an existing contact.
Trigger
New De-Activated User
Triggers when a user in Salesmate is de-activated.
Trigger
New User
Triggers when a new user is added to your Salesmate account.
Action
Add Note
Adds a note to a contact in Salesmate. Returns the id of the note that was created.
Action
Create Contact
Creates a new contact in Salesmate. Returns the id of the contact that was created.
Action
Random User
Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email.
Action
Search for Total Rows in Activity
Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves.
Action
Search for Total Rows in Company
Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves.
Action
Search for Total Rows in Contacts
Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.
Action
Search for Total Rows in Deal
Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves.
Action
Search User
Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status.
Action
Update Contact
Updates an existing contact in Salesmate. Only the fields you supply are changed.
Action
Update Note
Updates an existing note on a contact in Salesmate.

Each app on its own

The other way round: Salesmate to FreeAgent