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FreeAgent

With FreeAgent modules in Ibexa Connect, 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

Connect FreeAgent to Ibexa Connect

To connect FreeAgent app, you need to obtain the user credentials.

  1. Log in to your FreeAgent account.

  2. In your Ibexa Connect account, insert a FreeAgent module in your scenario and click the Add button next to the Connection field.

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  3. In the Connection name field, enter a name for the connection.

  4. Optional: Click Show advanced settings to enter client credentials. See Create your own app and client credentials

  5. Click Save.

  6. In the prompt window, enter your FreeAgent account login credentials, and click Approve app.

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  7. Confirm the access by clicking Approve.

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You have successfully connected the FreeAgent app and can now build scenarios.

Create your own app and client credentials

To create your own app:

  1. Log in to your FreeAgent Developer account.

  2. Click Create New App.

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  3. Enter the details provided as a reference in the below table.

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    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/freeagent

    https://www.make.com/oauth/cb/freeagent

    Icon

    App's profile image.

    Enable Accountancy Practice API

    Optional: Select the checkbox to enable the Accountancy practice API for the app.

  4. Click Create App.

  5. Copy the OAuth identifier and OAuth secret to a safe place.

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You have successfully created the client credentials.

Contacts

You can watch, list, retrieve, create, update, and delete contacts using the following modules.

Watch Contacts

Watches for newly created contacts.

Limit Set the maximum number of contacts Ibexa Connect will return during one execution cycle. The default value is 2.

List Contacts

Returns a list of contacts.

Limit Set the maximum number of contacts Ibexa Connect will return during one execution cycle. The default value is 10.

For field descriptions, see the FreeAgent API reference.

Get a Contact

Returns a specified contact.

Contact ID Select or map the Contact ID whose details you want to retrieve.

Create a Contact

Creates a new contact.

For field descriptions, see the FreeAgent API reference.

Update a Contact

Updates a specified contact.

Contact ID Select or map the Contact ID whose details you want to update.

For field descriptions, see the FreeAgent API reference.

Delete a Contact

Deletes a specified contact.

Contact ID Select or map the Contact ID you want to delete.

Tasks

You can watch, list, retrieve, create, update, and delete tasks using the following modules.

Watch Tasks

Watches for newly created tasks.

Limit Set the maximum number of tasks Ibexa Connect will return during one execution cycle. The default value is 2.

List Tasks

Returns a list of tasks.

Limit Set the maximum number of tasks Ibexa Connect will return during one execution cycle. The default value is 10.

For field descriptions, see the FreeAgent API reference.

Get a Task

Returns a specified task.

Task ID Select or map the Task ID whose details you want to retrieve.

Create a Task

Creates a new task.

For field descriptions, see the FreeAgent API reference.

Update a Task

Updates a specified task.

Task ID Select or map the Task ID whose details you want to update.

For field descriptions, see the FreeAgent API reference.

Delete a Task

Deletes a specified task.

Task ID Select or map the Task ID you want to delete.

Users

You can watch users using the following module.

Watch Users

Watches for newly created users.

Limit Set the maximum number of users Ibexa Connect will return during one execution cycle. The default value is 2.

Invoices

You can watch, retrieve, create, search, and delete invoices using the following modules.

Watch Invoices

Watches for newly created invoices

Limit Set the maximum number of invoices Ibexa Connect will return during one execution cycle. The default value is 2.

Create an Invoice

Creates a new invoice.

For field descriptions, see the FreeAgent API reference.

Get an Invoice

Returns a specified invoice.

Invoice ID Select or map the Invoice ID whose details you want to retrieve.

Search Invoices

Searches for invoices or lists them all.

Limit Set the maximum number of invoices Ibexa Connect 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.

Delete an Invoice

Deletes a specified invoice.

Invoice ID Select or map the Invoice ID you want to delete.

Other

You can call APIs using the following module.

Note

For the list of available endpoints, refer to the FreeAgent API documentation.

Make an API Call

Performs an arbitrary authorized API call.

URL

Enter a path relative to https://api.freeagent.com. For example, /v2/users/me

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.

Example of use - List Contacts

The following API call returns all the contacts from your FreeAgent account.

URL: /v2/contacts

Method: GET

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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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