FreeAgent

Accounting software for small businesses

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FreeAgent API Integrations

Build and run workflows using the FreeAgent API. Use 1000s of source-available triggers and actions across 2,000+ apps. Or write custom code to integrate any app or API in seconds.

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.

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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}`,
      },
    })
  },
})

Choose an API to Connect with FreeAgent API

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24
of
2,000+
apps by most popular

HTTP / Webhook
HTTP / Webhook
Get a unique URL where you can send HTTP or webhook requests
Node
Node
Anything you can do with Node.js, you can do in a Pipedream workflow. This includes using most of npm's 400,000+ packages.
Python
Python
Anything you can do in Python can be done in a Pipedream Workflow. This includes using any of the 350,000+ PyPi packages available in your Python powered workflows.
OpenAI (ChatGPT)
OpenAI (ChatGPT)
OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.
Premium
Salesforce (REST API)
Salesforce (REST API)
Web services API for interacting with Salesforce
Premium
HubSpot
HubSpot
HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.
Premium
Zoho CRM
Zoho CRM
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Premium
Stripe
Stripe
Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.
Shopify Developer App
Shopify Developer App
Shopify is a user-friendly e-commerce platform that helps small businesses build an online store and sell online through one streamlined dashboard.
Premium
WooCommerce
WooCommerce
WooCommerce is the open-source ecommerce platform for WordPress.
Premium
Snowflake
Snowflake
A data warehouse built for the cloud
Premium
MongoDB
MongoDB
MongoDB is an open source NoSQL database management program.
Supabase
Supabase
Supabase is an open source Firebase alternative.
MySQL
MySQL
MySQL is an open-source relational database management system.
PostgreSQL
PostgreSQL
PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.
Premium
AWS
AWS
Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.
Premium
Twilio SendGrid
Twilio SendGrid
Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.
Amazon SES
Amazon SES
Amazon SES is a cloud-based email service provider that can integrate into any application for high volume email automation
Premium
Klaviyo
Klaviyo
Email Marketing and SMS Marketing Platform
Premium
Zendesk
Zendesk
Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.
Premium
ServiceNow
ServiceNow
The smarter way to workflow
Notion
Notion
Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Slack
Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.
Microsoft Teams
Microsoft Teams
Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.

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

FreeAgent 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:

OAuth Request Configurations:
  1. 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}}
  2. accessToken
    POSThttps://api.freeagent.com/v2/token_endpointcontent-type: application/x-www-form-urlencodedaccept: application/json
    client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}}
  3. refreshToken
    POSThttps://api.freeagent.com/v2/token_endpointcontent-type: application/x-www-form-urlencodedaccept: application/json
    client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}