Connect FreeAgent to SchoolMaker

Both apps 86FreeAgent 56SchoolMaker 30

• 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 community comment

  Adds a comment, or a reply to an existing comment, on a community post as the school owner.

• Action
  Add community post

  Creates a post in your SchoolMaker community, as the school owner, in an open category.

• Action
  Add conversation message

  Sends a message from an admin or moderator to an existing conversation group.

• Action
  Add lesson

  Creates a lesson in a section of a SchoolMaker program. New lessons are published by default.

• Action
  Add offer

  Creates a new offer in your SchoolMaker school, with its settings, program accesses and prices. Offers are unpublished unless you choose to publish them.

• Action
  Add program

  Creates a new program (course) in your SchoolMaker school.

• Action
  Add section

  Creates a new section in a SchoolMaker program. New sections are published unless you choose otherwise.

• Action
  Award badge

  Awards a badge to a school member. Repeating an award returns the existing award without notifying the member again.

• Action
  Create a Coaching Appointment

  Creates a coaching appointment of a chosen coaching type with the selected members and coaches.

• Action
  Create a Conversation

  Creates a conversation group with the chosen members and sends its first message.

• Action
  Delete Member

  Deletes a member from your SchoolMaker school, identified by member id or email.

• Action
  Delete offer

  Moves an offer to Trash and removes its accesses from members. Members are not deleted, and the offer can be restored from Trash.

• Action
  Delete program

  Moves a SchoolMaker program to Trash and removes its logo and cover.

• Action
  Get All Coaching Types

  Returns every coaching type in your SchoolMaker school, with its coaches and publication status.

• Action
  Get Member Accesses

  Returns all offer accesses held by a SchoolMaker member, looked up by member ID or email.

• Action
  Get Member Progress

  Returns a member's progress across their programs (completion rate, time spent, unfinished lessons), plus their offers, coaching usage, recent activity, community stats, leaderboard and level.

• Action
  Get Offer Details

  Returns the details of a SchoolMaker offer, including its prices, accesses and member counts.

• Action
  Get Program Details

  Returns the details of a program, optionally with a specific member's progress through it.

• Action
  Get Top 10 Members in Leaderboard

  Returns the school's gamification leaderboard ranking (top 10 members by default), optionally filtered by time range, minimum points, or community space.

• Action
  List badges

  Returns all badges defined in your SchoolMaker school, newest first.

• Action
  List lessons

  Returns the lessons in a section of a SchoolMaker program, ordered by position, optionally filtered by name.

• Action
  List Members

  Returns the members of your SchoolMaker school, optionally filtered by program, offer, points, level, coaching usage or access.

• Action
  List Offers

  Returns all offers in your SchoolMaker school, optionally filtered by published status.

• Action
  List Programs

  Returns all programs in your school, optionally only those a given member can access, with that member's progress.

• Action
  List sections

  Returns the sections in a SchoolMaker program, optionally filtered by section group or search text.

• Action
  Set a Drip Boost

  Sets the drip boost value for a member's access to an offer, unlocking dripped content sooner.

• Action
  Set Member Ban

  Bans or unbans a member of your SchoolMaker school, identified by member ID or email, and returns the member's details.

• Action
  Set Member Suspend

  Suspends or unsuspends a member of your SchoolMaker school, identified by member id or email.

• Action
  Set Offer Access for a Member / Add New Member

  Grants or revokes a member's access to an offer, creating the member if they don't exist yet.

• Action
  Set Offer Details

  Updates an existing offer's details, publish status, accesses and prices. Fields left blank keep their current values.

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