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. |
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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 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. For subscription, refer to the FreeAgent pricing page.
Connect FreeAgent and Make
To get started, you must first create a connection between FreeAgent and Make, 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 Make, 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 Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the FreeAgent module to your scenario, 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 Connect an applicationConnect an application. page.
FreeAgent modules
After connecting to the FreeAgent app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, 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