FreeAgent
Modified on Tue, 13 Aug at 10:45 AM
With FreeAgent modules in Make, you can:
watch, list, retrieve, create, update, and delete contacts
watch, list, retrieve, create, update, and delete tasks
watch users
watch, retrieve, create, search, and delete invoices
To get started with FreeAgent, create an account at freeagent.com
To connect FreeAgent app, you need to obtain the user credentials.
Log in to your FreeAgent account.
In your Make account, insert a FreeAgent module in your scenario and click the Add button next to the Connection field.
In the Connection name field, enter a name for the connection.
Optional: Click Show advanced settings to enter client credentials. See Create your own app and client credentials
Click Save.
In the prompt window, enter your FreeAgent account login credentials, and click Approve app.
Confirm the access by clicking Approve.
You have successfully connected the FreeAgent app and can now build scenarios.
To create your own app:
Log in to your FreeAgent Developer account.
Click Create New App.
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
Enter the following redirect URIs:
https://www.integromat.com/oauth/cb/freeagenthttps://www.make.com/oauth/cb/freeagentIcon
App's profile image.
Enable Accountancy Practice API
Optional: Select the checkbox to enable the Accountancy practice API for the app.
Click Create App.
Copy the OAuth identifier and OAuth secret to a safe place.
You have successfully created the client credentials.
You can watch, list, retrieve, create, update, and delete contacts using the following modules.
Watches for newly created contacts.
Connection | |
Limit | Set the maximum number of contacts Make will return during one execution cycle. The default value is 2. |
Returns a list of contacts.
Connection | |
Limit | Set the maximum number of contacts Make will return during one execution cycle. The default value is 10. |
For field descriptions, see the FreeAgent API reference.
Returns a specified contact.
Connection | |
Contact ID | Select or map the Contact ID whose details you want to retrieve. |
Creates a new contact.
For field descriptions, see the FreeAgent API reference.
Updates a specified contact.
Connection | |
Contact ID | Select or map the Contact ID whose details you want to update. |
For field descriptions, see the FreeAgent API reference.
Deletes a specified contact.
Connection | |
Contact ID | Select or map the Contact ID you want to delete. |
You can watch, list, retrieve, create, update, and delete tasks using the following modules.
Watches for newly created tasks.
Connection | |
Limit | Set the maximum number of tasks Make will return during one execution cycle. The default value is 2. |
Returns a list of tasks.
Connection | |
Limit | Set the maximum number of tasks Make will return during one execution cycle. The default value is 10. |
For field descriptions, see the FreeAgent API reference.
Returns a specified task.
Connection | |
Task ID | Select or map the Task ID whose details you want to retrieve. |
Creates a new task.
For field descriptions, see the FreeAgent API reference.
Updates a specified task.
Connection | |
Task ID | Select or map the Task ID whose details you want to update. |
For field descriptions, see the FreeAgent API reference.
Deletes a specified task.
Connection | |
Task ID | Select or map the Task ID you want to delete. |
You can watch users using the following module.
Watches for newly created users.
Connection | |
Limit | Set the maximum number of users Make will return during one execution cycle. The default value is 2. |
You can watch, retrieve, create, search, and delete invoices using the following modules.
Watches for newly created invoices
Connection | |
Limit | Set the maximum number of invoices Make will return during one execution cycle. The default value is 2. |
Creates a new invoice.
For field descriptions, see the FreeAgent API reference.
Returns a specified invoice.
Connection | |
Invoice ID | Select or map the Invoice ID whose details you want to retrieve. |
Searches for invoices or lists them all.
Connection | |
Limit | Set the maximum number of invoices Make will return during one execution cycle. The default value is 10. |
See FreeAgent Invoice API reference for entering the field values to search the invoices that match the specified value.
Deletes a specified invoice.
Connection | |
Invoice ID | Select or map the Invoice ID you want to delete. |
You can call APIs using the following module.
Note
For the list of available endpoints, refer to the FreeAgent API documentation.
Performs an arbitrary authorized API call.
Connection | |
URL | Enter a path relative to |
Method | GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry. |
Headers | Enter the desired request headers. You don't have to add authorization headers; we already did that for you. |
Query String | Enter the request query string. |
Body | Enter the body content for your API call. |
The following API call returns all the contacts from your FreeAgent account.
URL: /v2/contacts
Method: GET
Matches of the search can be found in the module's Output under Bundle > Body > contacts.
In our example 5 contacts were returned:
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