Commerce

FreeAgent

2min

With FreeAgent modules in Make, you can manage the contacts, tasks, invoices, and monitor users in your FreeAgent account.

To use the FreeAgent modules, you must have a FreeAgent account. You can create an account at freeagent.com.

Refer to the FreeAgent API documentation for a list of available endpoints.

Connect FreeAgent to Make

To establish the connection, you must:

  1. Log in to your Make account, add a FreeAgent module to your , and click Create a connection.
  2. Optional: In the Connection name field, enter a name for the connection.
  3. Optional: Click Show advanced settings and enter your custom app client credentials. For more information, refer to FreeAgent OAuth 2.0 Guide.
    If requested, use the following Redirect URI when creating your custom app: https://www.integromat.com/oauth/cb/freeagent.
  4. Click Save.
  5. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your and add more FreeAgent modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Create a custom application in FreeAgent

To create an FreeAgent custom application and retrieve your client credentials:

  1. Click Create New App.
  2. Enter the details provided as a reference in the below table.
    • Name - App's name
    • Description - Details of the app.
    • App Homepage URL - App's website URL address.
    • OAuth Redirect URI
      • https://www.integromat.com/oauth/cb/freeagent
      • https://www.make.com/oauth/cb/freeagent
    • Icon - App's profile image.
    • Enable Accountancy Practice API - Optional: Select the checkbox to enable the Accountancy practice API for the app.
  3. Click Create App.
  4. Copy the OAuth identifier and OAuth secret to a safe place.

You will use these values in the Client ID and Client Secret fields in Make.