Connect FreeAgent and SureCart

Both apps 147FreeAgent 56SureCart 91

• 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
  Affiliation Request Approved

  Triggers when a affiliation request is approved.

• Trigger
  Affiliation Request Created

  Triggers when a affiliation request is created.

• Trigger
  Affiliation Request Denied

  Triggers when a new affiliation request is denied.

• Trigger
  Cancellation Act Created

  Triggers when a cancellation act is created.

• Trigger
  Cancellation Act Updated

  Triggers when a cancellation act is updated.

• Trigger
  Customer Created

  Triggers when a customer is created.

• Trigger
  Customer Updated

  Triggers when a customer is updated.

• Trigger
  Fulfillment Created

  Triggers when a fulfillment is created.

• Trigger
  Fulfillment Deleted

  Triggers when a fulfillment is deleted.

• Trigger
  Fulfillment Updated

  Triggers when a fulfillment is updated.

• Trigger
  Order Created

  Triggers when a order is created.

• Trigger
  Order Delivered

  Triggers when a order is delivered.

• Trigger
  Order Fulfilled

  Triggers when a order is fulfilled.

• Trigger
  Order Paid

  Triggers when a order is paid.

• Trigger
  Order Partially Fulfilled

  Triggers when a order is partially fulfilled.

• Trigger
  Order Partially Shipped

  Triggers when a order is partially shipped.

• Trigger
  Order Payment Failed

  Triggers when a order payment fails.

• Trigger
  Order Processing

  Triggers when a order becomes processing.

• Trigger
  Order Shipped

  Triggers when a order is shipped.

• Trigger
  Order Unfulfilled

  Triggers when a order is unfulfilled.

• Trigger
  Order Voided

  Triggers when a order is voided.

• Trigger
  Payout Completed

  Triggers when a payout is completed.

• Trigger
  Purchase Created

  Triggers when a purchase is created.

• Trigger
  Purchase Invoked

  Triggers when a purchase is invoked.

• Trigger
  Purchase Revoked

  Triggers when a purchase is revoked.

• Trigger
  Purchase Updated

  Triggers when a purchase is updated.

• Trigger
  Referral Approved

  Triggers when a referral is approved.

• Trigger
  Referral Created

  Triggers when a referral is created.

• Trigger
  Refund Created

  Triggers when a refund is created.

• Trigger
  Refund Succeeded

  Triggers when a refund succeeds.

• Trigger
  Return Request Completed

  Triggers when a return request is completed.

• Trigger
  Return Request Created

  Triggers when a return request is created.

• Trigger
  Return Request Deleted

  Triggers when a return request is deleted.

• Trigger
  Return Request Opened

  Triggers when a return request is opened.

• Trigger
  Return Request Updated

  Triggers when a return request is updated.

• Trigger
  Subscription Active

  Triggers when a subscription becomes active.

• Trigger
  Subscription Canceled

  Triggers when a subscription is canceled.

• Trigger
  Subscription Completed

  Triggers when a subscription is completed.

• Trigger
  Subscription Created

  Triggers when a subscription is created.

• Trigger
  Subscription Past Due

  Triggers when a subscription becomes past due.

• Trigger
  Subscription Renewed

  Triggers when a subscription is renewed.

• Trigger
  Subscription Set to Cancel

  Triggers when a subscription is set to cancel.

• Trigger
  Subscription Trialing

  Triggers when a subscription becomes trialing.

• Trigger
  Subscription Updated

  Triggers when a subscription is updated.

• Action
  Add Affiliation Request

  Creates a pending affiliate application in your SureCart store.

• Action
  Add Customer

  Creates a customer in your SureCart store.

• Action
  Add Payout

  Creates a payout for an affiliate covering their approved, unpaid referral commissions up to an end date.

• Action
  Approve Affiliation Request

  Approves a pending affiliate application, turning the applicant into an affiliate.

• Action
  Approve Referral

  Approves a referral that is under review.

• Action
  Cancel Checkout

  Cancels a checkout; its associated order and invoice are voided.

• Action
  Cancel Subscription

  Cancels a subscription, either immediately or at the end of the current billing period.

• Action
  Complete Payout

  Marks a processing affiliate payout as completed (paid).

• Action
  Complete Return Request

  Marks an open return request as completed.

• Action
  Complete Subscription

  Completes a fixed-length (finite) subscription immediately.

• Action
  Delete Fulfillment

  Deletes a fulfillment, returning its order items to unfulfilled.

• Action
  Delete Return Request

  Deletes a return request.

• Action
  Deny Affiliation Request

  Denies a pending affiliate application.

• Action
  Finalize Checkout

  Finalizes a draft checkout so it can be paid.

• Action
  Find Affiliation

  Find an existing affiliation by ID.

• Action
  Find Affiliation Request

  Find an existing affiliation request by ID.

• Action
  Find Cancellation Act

  Find an existing cancellation act by ID.

• Action
  Find Checkout

  Find an existing checkout by ID.

• Action
  Find Click

  Find an existing click by ID.

• Action
  Find Coupon

  Find an existing coupon by ID.

• Action
  Find Customer

  Find an existing customer by ID.

• Action
  Find Fulfillment

  Find an existing fulfillment by ID.

• Action
  Find Fulfillment Item

  Find an existing fulfillment item by ID.

• Action
  Find Line Item

  Find an existing line item by ID.

• Action
  Find Order

  Find an existing order by ID.

• Action
  Find Payment Intent

  Find an existing payment intent by ID.

• Action
  Find Payment Method

  Find an existing payment method by ID.

• Action
  Find Payout

  Find an existing payout by ID.

• Action
  Find Payout Group

  Find an existing payout group by ID.

• Action
  Find Price

  Find an existing price by ID.

• Action
  Find Product

  Find an existing product by ID.

• Action
  Find Promotion

  Find an existing promotion by ID.

• Action
  Find Purchase

  Find an existing purchase by ID.

• Action
  Find Referral

  Find an existing referral by ID.

• Action
  Find Referral Item

  Find an existing referral item by ID.

• Action
  Find Refund

  Find an existing refund by ID.

• Action
  Find Return Item

  Find an existing return item by ID.

• Action
  Find Return Request

  Find an existing return request by ID.

• Action
  Find Subscription

  Find an existing subscription by ID.

• Action
  Find Tracking

  Find an existing tracking by ID.

• Action
  Invoke Purchase

  Re-activates a revoked purchase, restoring the customer's access to the product.

• Action
  Manually Pay Checkout

  Marks a finalized checkout as paid outside SureCart, creating its paid order.

• Action
  Open Return Request

  Re-opens a completed return request.

• Action
  Preserve Subscription

  Records that a customer who started to cancel a subscription chose to keep it.

• Action
  Revoke Purchase

  Revokes a customer's purchase, removing their access to the product.

• Action
  Update Customer

  Updates an existing customer's name, email or phone in your SureCart store.

• Action
  Update Purchase

  Schedules when a customer's purchase will be automatically revoked.

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