What do you want to automate with FreeAgent?
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Overview#
FreeAgent, a powerful accounting tool, offers an API enabling businesses to automate various aspects of financial management. With the FreeAgent API, you can create, read, update, and delete invoices, bills, expenses, and much more, directly through Pipedream. This allows for the creation of custom automations that can save time, reduce errors, and streamline financial operations.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
freeagent: {
type: "app",
app: "freeagent",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.freeagent.com/v2/users/me`,
headers: {
Authorization: `Bearer ${this.freeagent.$auth.oauth_access_token}`,
},
})
},
})
Example Use Cases#
Automated Invoice Generation and Dispatch: Upon a new sale from an e-commerce platform like Shopify, trigger a Pipedream workflow to create and send an invoice via FreeAgent, ensuring timely billing and consistency in invoice management.
Expense Tracking and Reporting: Connect FreeAgent to a time tracking app like Toggl. Use Pipedream to create an expense in FreeAgent whenever a new time entry is logged in Toggl, making sure all billable hours are accounted for and simplifying client billing.
Financial Health Dashboard: Integrate FreeAgent with a data visualization tool such as Google Sheets on Pipedream. Automate the export of financial data like cash flow, profit and loss, and overdue invoices into a Google Sheet for real-time financial analysis and decision-making.
Please note, it was mentioned to write about FreeAgent API, but the link provided was for eversign. The examples are based on FreeAgent API. If you meant to ask about eversign, please let me know!
Authentication#
Name Slug: freeagentFreeAgent uses OAuth authentication. When you connect your FreeAgent account, Pipedream will open a popup window where you can sign into FreeAgent and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any FreeAgent API.
Pipedream requests the following authorization scopes when you connect your account:
- authorization
GEThttps://api.freeagent.com/v2/approve_app?client_id={{oauth.client_id}}&redirect_uri={{oauth.redirect_uri}}&state={{oauth.state}}&response_type=code&scope={{oauth.space_separated_scopes}} - accessToken
POSThttps://api.freeagent.com/v2/token_endpointcontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}} - refreshToken
POSThttps://api.freeagent.com/v2/token_endpointcontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}
Trusted by 1,000,000+ developers from startups to Fortune 500 companies