Integration

Connect Salesforce to FreeAgent

When something happens in Salesforce, 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.

Salesforce2 triggersSalesforce9 actionsFreeAgent3 triggersFreeAgent15 actions

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What do you want Salesforce 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.

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Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

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Everything your agent can do with Salesforce and FreeAgent

Triggers and actions 5 triggers · 24 actions

Trigger
New object record
Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
Trigger
New or updated object record
Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
Action
Create object record
Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.
Action
Delete object record
Deletes an existing SObject record by object type and record ID.
Action
Describe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
Action
Find most recent created or updated record
Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
Action
Find object records
Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
Action
Get object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
Action
List objects
Lists all available SObject types (standard and custom) on the org.
Action
SOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
Action
Update object record
Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
Trigger
New Contact
Triggers when a new contact is created (polling, newest first).
Trigger
New Invoice
Triggers when a new invoice is created (polling, newest first).
Trigger
New Project
Triggers when a new project is created (polling, newest first).
Action
Create Contact
Create a new contact.
Action
Create Invoice
Create an invoice for a contact.
Action
Create Project
Create a project for a contact.
Action
Create Timeslip
Create a timeslip (time tracking entry).
Action
Delete Contact
Delete a contact by id.
Action
Get Contact
Get a single contact by id.
Action
Get Invoice
Get a single invoice by id.
Action
List Bills
List bills.
Action
List Contacts
List contacts in FreeAgent.
Action
List Estimates
List estimates.
Action
List Expenses
List expenses.
Action
List Invoices
List invoices.
Action
List Projects
List projects.
Action
List Timeslips
List timeslips (time tracking entries).
Action
Update Contact
Update an existing contact.

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