FreeAgent

freeagent is an online accounting software for small businesses and freelancers, enabling users to manage invoices, expenses, banking, and taxes integrating with make com allows automated creation of invoices, expense tracking, and syncing financial data with other business tools this is ai generated content based on official freeagent documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www freeagent com/en/ directly requirements to use the freeagent app in make, you must have an active freeagent account and register an api app to obtain oauth 2 credentials, https //www freeagent com/en/ for subscription, refer to the https //www freeagent com/en/ connect freeagent and {{product name}} to get started, you must first create a connection between freeagent and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your freeagent account create the connection in make obtain your oauth2 credentials in your freeagent account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your freeagent account to obtain your oauth2 credentials navigate to the developer dashboard click to create a new app or select an existing app enter the callback uri https //www integromat com/oauth/cb/freeagent copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //dev freeagent com/docs/oauth create the connection in {{product name}} https //www make com/en/register , add the freeagent module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your freeagent account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page freeagent modules after connecting to the freeagent app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a contact creates a new contact record in your selected application create a task creates a new task in your selected project or workspace create an invoice generates a brand new invoice record in your account delete a contact permanently removes a selected contact from your account delete a task deletes a specific task that you select from your list delete an invoice deletes the selected invoice from your account get a contact retrieves detailed information about a specific contact get a task retrieves detailed information about a specific task get an invoice retrieves the details of a specific invoice by its identifier list contacts retrieves a list of all contacts stored in your account list tasks retrieves a list of all existing tasks from your account make an api call executes a custom api request to the connected service using your authorized credentials search invoices searches for specific invoices based on given criteria or retrieves a complete list of all invoices update a contact updates the details of a selected contact in your account update a task updates the details of a selected task watch contacts monitors and triggers when a new contact is added watch invoices monitors and detects when new invoices are created watch tasks monitors and detects when new tasks are created watch users monitors and triggers when a new user account is created templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} freeagent resources you can have access to more resources related to this app on the following links https //community make com/search?q=freeagent https //www freeagent com/en/ https //dev freeagent com/docs https //www make com/en/integrations/freeagent