Connect FreeAgent and Vapi

Both apps 80FreeAgent 56Vapi 24

• 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
  New Assistant

  Triggers when a new assistant is created in your Vapi organization.

• Trigger
  New Call

  Triggers when a new call is created in Vapi, optionally limited to one assistant or phone number.

• Trigger
  New File

  Triggers when a new file is uploaded to your Vapi account.

• Action
  Add assistant

  Creates a new Vapi voice assistant with its model, voice, transcriber, first message and call behavior.

• Action
  Add phone number

  Adds a phone number to Vapi: a free Vapi number, or one you bring from Twilio, Vonage, Telnyx or your own SIP trunk. Returns the new phone number record.

• Action
  Add squad

  Creates a squad: a group of assistants that hand a call off to one another, starting with the first member.

• Action
  Add tool

  Creates a tool in Vapi (for example a function, end-call, transfer-call or API-request tool) that assistants can use during calls.

• Action
  Create Call

  Starts a Vapi call (or a batch of outbound calls) using a saved or one-off assistant, squad or workflow, and returns the created call.

• Action
  Create Chat

  Sends a message to a Vapi assistant or squad as a text chat and returns the chat, including the assistant's reply messages.

• Action
  Delete assistant

  Deletes an assistant from your Vapi account and returns the deleted assistant.

• Action
  Delete Call Data

  Deletes a call and its data, including recordings, and returns the deleted call.

• Action
  Delete Chat

  Deletes a chat from your Vapi account and returns the deleted chat's details.

• Action
  Delete File

  Deletes a file from your Vapi account.

• Action
  Find Call

  Finds calls matching a call id, assistant, phone number, or created/updated date range. Returns up to 1000 matching calls.

• Action
  Get assistant

  Returns a Vapi assistant's full configuration, including its model, voice, transcriber and first message.

• Action
  Get file

  Returns a file uploaded to Vapi, including its name, size, type, processing status and download URL.

• Action
  List assistants

  Returns the voice assistants in your Vapi account, optionally filtered by when they were created or last updated.

• Action
  List chats

  Returns the chats in your Vapi account, optionally filtered by assistant, squad, session or creation/update date.

• Action
  List files

  Returns the files uploaded to your Vapi account, optionally filtered by purpose.

• Action
  List phone numbers

  Returns the phone numbers in your Vapi account, optionally filtered by when they were created or updated.

• Action
  List tools

  Returns the tools configured in your Vapi account, optionally filtered by when they were created or updated.

• Action
  Update Call

  Updates the name of an existing Vapi call.

• Action
  Update phone number

  Updates a Vapi phone number's name, the assistant, squad or workflow that answers it, and its provider settings.

• Action
  Upload File

  Uploads a file to Vapi, for use by assistants or knowledge bases, and returns the stored file record.

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