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FreeAgent integration

Accounting for freelancers and small businesses: create and find contacts, prepare draft invoices, look up invoices and manage projects. It never sends invoices, marks them as sent or takes payments.

Accounting and finance2 triggers · 8 actions
Connect FreeAgent freeSee what you can automate

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.
When “New Contact” happens in FreeAgent, check the details with AI, then “Create Contact” and tell my team in Slack.
  • Simulated before it goes live
  • Fixes proposed when something breaks
  • One credit per run

Triggers

Start a workflow when this happens
  • WHEN
    New Contact

    Triggers when a new contact is created in FreeAgent.

  • WHEN
    New Invoice

    Triggers when a new invoice (including a draft) is created in FreeAgent.

Actions

Then Calibra can do this for you
  • DO
    Create Contact

    Creates a contact (client or supplier) in FreeAgent with its name or organisation, email, phone and address.

  • DO
    Find Contacts

    Lists your FreeAgent contacts by view (active, clients, suppliers…) and, optionally, keeps those whose name or email contains a keyword.

  • DO
    Create Draft Invoice

    Creates an invoice in FreeAgent for a contact, with its line items. FreeAgent always creates it as a draft: it isn't sent or marked as sent, so you can review and send it yourself.

  • DO
    Find Invoices

    Lists your FreeAgent invoices, newest first, by view (draft, open, overdue, paid…), contact or project.

  • DO
    Get Invoice

    Gets a FreeAgent invoice by its ID or API URL, with its status, totals and line items.

  • DO
    Find Projects

    Lists your FreeAgent projects by status (active, completed, cancelled or hidden), optionally for one contact.

  • DO
    Create Project

    Creates a project in FreeAgent for a contact, with its budget and billing rate.

  • DO
    Custom FreeAgent API Request (read-only)

    Makes a GET request to any read endpoint of the FreeAgent API. It can't create, send, mark as paid or change anything.

Questions

Is the FreeAgent integration free?

Yes. FreeAgent is available on every Calibra plan, including the free plan, which needs no card.

How is FreeAgent usage billed?

Calibra charges one credit per workflow run, however many steps it has. Steps that read from or write to this app do not cost extra.

Can I connect FreeAgent without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with FreeAgent for you. You can also use templates or the visual editor.

Describe your first process. Watch it run today.

Free plan, no card. One credit per run, however many steps it has.

Start freeSee pricing