Connect FreeAgent and Vryno

Both apps 94FreeAgent 56Vryno 38

• 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
  Create or Update Call Log

  Triggers when a call log is created or updated in Vryno.

• Trigger
  Create or Update Case

  Triggers when a case is created or updated in Vryno.

• Trigger
  Create or Update Contact

  Triggers when a contact is created or updated in Vryno CRM.

• Trigger
  Create or Update Invoice

  Triggers when an invoice is created or updated in Vryno.

• Trigger
  Create or Update Lead

  Triggers when a lead is created or updated in Vryno.

• Trigger
  Create or Update Meeting

  Triggers when a meeting is created or updated in Vryno.

• Trigger
  Create or Update Project

  Triggers when a project is created or updated in Vryno.

• Trigger
  Create or Update Quote

  Triggers when a quote is created or updated in Vryno CRM.

• Trigger
  Create or Update Sales Order

  Triggers when a sales order is created or updated in Vryno.

• Trigger
  Create or Update Task

  Triggers when a task is created or updated in Vryno.

• Action
  Create or Update Case

  Creates a new case in Vryno CRM, or updates an existing case when a case id is supplied. Returns the saved case.

• Action
  Create or Update Deal

  Creates a new deal in Vryno CRM, or updates an existing deal when a Deal ID is supplied. Returns the saved deal.

• Action
  Create or Update Invoice

  Creates a new invoice in Vryno, or updates an existing one when an invoice ID is supplied.

• Action
  Create or Update Lead

  Creates a new lead in Vryno CRM, or updates an existing lead when a Lead ID is supplied. Returns the saved lead.

• Action
  Create or Update Organization

  Creates a new organization in Vryno CRM, or updates an existing one when an organization ID is supplied. Returns the saved organization.

• Action
  Create or Update Product

  Creates a new product in Vryno CRM, or updates an existing product when a product id is supplied.

• Action
  Create or Update Project

  Creates a new project in Vryno, or updates an existing project when a project id is supplied. Returns the saved project.

• Action
  Create or Update Quote

  Creates a new quote in Vryno, or updates an existing quote when a quote ID is supplied.

• Action
  Create or Update Sales Order

  Creates a new sales order in Vryno, or updates an existing one when a sales order ID is supplied.

• Action
  Create or Update Task

  Creates a new task in Vryno CRM, or updates an existing task when a task ID is supplied.

• Action
  Create or Update Vendor

  Creates a new vendor in Vryno CRM, or updates an existing vendor when a vendor ID is supplied, and returns the saved vendor.

• Action
  Delete contact

  Deletes a contact in Vryno CRM by its ID and returns Vryno's confirmation message.

• Action
  Delete lead

  Deletes a lead from Vryno CRM by its ID and returns Vryno's confirmation.

• Action
  Find contacts

  Returns the contacts in Vryno CRM that match the filters you specify, or those in a chosen custom view.

• Action
  Find deals

  Returns the deals that match the conditions you specify, such as a deal name or email.

• Action
  Find leads

  Returns the leads in Vryno CRM that match the conditions you specify, such as a name or email address.

• Action
  Get Case

  Returns one case from Vryno CRM by its id, including any custom fields you ask for.

• Action
  Get contact

  Returns one contact from Vryno CRM by its id. An error occurs if the contact is not found.

• Action
  Get deal

  Returns one Vryno deal by its id, including any fields your account has added to deals. An error occurs if the deal is not found.

• Action
  Get Invoice

  Returns one invoice from Vryno CRM by its id, including any custom fields you name. An error occurs if the invoice is not found.

• Action
  Get lead

  Returns a single lead from Vryno CRM by its id, including any custom fields you name. An error occurs if the lead is not found.

• Action
  Get Organization

  Returns one organization from Vryno CRM by its id, including any custom fields you ask for. An error occurs if the organization is not found.

• Action
  Get Product

  Returns a single product from Vryno by its id, including any custom fields you ask for. An error occurs if the product is not found.

• Action
  Get Project

  Returns a project from Vryno by its id, including any custom fields you name. An error occurs if the project is not found.

• Action
  Get Quote

  Returns a single quote from Vryno CRM by its id, including its billing and shipping details, related records and totals.

• Action
  Get Sales Order

  Returns a single sales order from Vryno by its id, including any custom fields you name.

• Action
  Get Task

  Returns a task from Vryno CRM by its id, including its status, assignee, due date and priority. Fails if the task is not found.

• Action
  Get Vendor

  Returns one vendor from Vryno CRM by its id, including any custom fields you ask for.

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