--- title: FreeAgent slug: freeagent description: How to integrate FreeAgent with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_freeagent.png createdAt: 2025-02-03T13:28:22.758Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/freeagent.png" alt="FreeAgent logo" caption size="50" width="512" height="512"} | 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. | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | :::hint{type="warning"} 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 [FreeAgent](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, [create your account on FreeAgent](https://www.freeagent.com/en/). For subscription, refer to the [FreeAgent pricing page](https://www.freeagent.com/en/). # Connect FreeAgent and Make To get started, you must first create a connection between FreeAgent and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your OAuth2 credentials in your FreeAgent account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your OAuth2 credentials in your FreeAgent account Before you create the connection in Make, you should first obtain your **OAuth2 credentials** in your FreeAgent account. To obtain your **OAuth2 credentials **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to the** Developer Dashboard**. ::: :::WorkflowBlockItem Click to create a new app or select an existing app. ::: :::WorkflowBlockItem Enter the callback URI: `https://www.integromat.com/oauth/cb/freeagent` ::: :::WorkflowBlockItem Copy the** Client ID** displayed on screen. ::: :::WorkflowBlockItem Copy the** Client secret** displayed on screen. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://dev.freeagent.com/docs/oauth) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the FreeAgent module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # FreeAgent modules After connecting to the FreeAgent app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create a Contact Creates a new contact record in your selected application. ::: :::ExpandableHeading ### Create a Task Creates a new task in your selected project or workspace. ::: :::ExpandableHeading ### Create an Invoice Generates a brand new invoice record in your account. ::: :::ExpandableHeading ### Delete a Contact Permanently removes a selected contact from your account. ::: :::ExpandableHeading ### Delete a Task Deletes a specific task that you select from your list. ::: :::ExpandableHeading ### Delete an Invoice Deletes the selected invoice from your account. ::: :::ExpandableHeading ### Get a Contact Retrieves detailed information about a specific contact. ::: :::ExpandableHeading ### Get a Task Retrieves detailed information about a specific task. ::: :::ExpandableHeading ### Get an Invoice Retrieves the details of a specific invoice by its identifier. ::: :::ExpandableHeading ### List Contacts Retrieves a list of all contacts stored in your account. ::: :::ExpandableHeading ### List Tasks Retrieves a list of all existing tasks from your account. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Search Invoices Searches for specific invoices based on given criteria or retrieves a complete list of all invoices. ::: :::ExpandableHeading ### Update a Contact Updates the details of a selected contact in your account. ::: :::ExpandableHeading ### Update a Task Updates the details of a selected task. ::: :::ExpandableHeading ### Watch Contacts Monitors and triggers when a new contact is added. ::: :::ExpandableHeading ### Watch Invoices Monitors and detects when new invoices are created. ::: :::ExpandableHeading ### Watch Tasks Monitors and detects when new tasks are created. ::: :::ExpandableHeading ### Watch Users Monitors and triggers when a new user account is created. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # FreeAgent resources You can have access to more resources related to this app on the following links - [FreeAgent topics on Make community](https://community.make.com/search?q=FreeAgent) - [FreeAgent website](https://www.freeagent.com/en/) - [FreeAgent API documentation](https://dev.freeagent.com/docs) - [FreeAgent page on make](https://www.make.com/en/integrations/freeagent) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::