Integration
Connect Process Street to FreeAgent
When something happens in Process Street, your agent does the next thing in FreeAgent. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want Process Street and FreeAgent 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
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Connect Claude CodeEverything your agent can do with Process Street and FreeAgent
Triggers and actions 7 triggers · 23 actions
Trigger
New Comment AttachmentTriggers when someone attaches a file to a comment in a workflow run.
Trigger
New Task CheckedTriggers when a task is checked off in a workflow.
Trigger
New Workflow RunTriggers when a workflow is run.
Trigger
Task ReadyTriggers when a task is ready to be worked on.
Action
Create Data Set RecordAdds a new record to a data set.
Action
Delete Data Set RecordDeletes an existing record in a data set.
Action
Find Data Set RecordsSearch for data set records by form fields.
Action
Find Workflow RunSearch for a workflow run by ID, name, form fields, and other attributes.
Action
Run WorkflowRuns a workflow.
Action
Update Data Set RecordUpdates an existing record in a data set.
Action
Update TaskUpdate a task in a workflow run.
Action
Update Workflow RunUpdate an existing workflow run.
Trigger
New ContactTriggers when a new contact is created (polling, newest first).
Trigger
New InvoiceTriggers when a new invoice is created (polling, newest first).
Trigger
New ProjectTriggers when a new project is created (polling, newest first).
Action
Create ContactCreate a new contact.
Action
Create InvoiceCreate an invoice for a contact.
Action
Create ProjectCreate a project for a contact.
Action
Create TimeslipCreate a timeslip (time tracking entry).
Action
Delete ContactDelete a contact by id.
Action
Get ContactGet a single contact by id.
Action
Get InvoiceGet a single invoice by id.
Action
List BillsList bills.
Action
List ContactsList contacts in FreeAgent.
Action
List EstimatesList estimates.
Action
List ExpensesList expenses.
Action
List InvoicesList invoices.
Action
List ProjectsList projects.
Action
List TimeslipsList timeslips (time tracking entries).
Action
Update ContactUpdate an existing contact.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.