Resources · Make integration

FreeAgent Make integrationAutomate FreeAgent with Make.

What could your FreeAgent account do if contacts, invoices and tasks moved on their own? The FreeAgent Make integration gives you 19 modules: 4 scheduled triggers, 12 actions and 3 searches. This page shows how to link your account, build a first scenario and pick the right module.

Try the FreeAgent integration on MakeSee the 19 modules

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What you can automate

What does the FreeAgent Make integration let you automate?

The FreeAgent Make integration links your FreeAgent account to Make, a visual tool where you chain apps without code. You build a scenario (the automation itself) out of modules, and each module reads or changes contacts, invoices, tasks or users in FreeAgent for you.

A follow-up task for every new invoice. Watch Invoices spots each invoice created in FreeAgent, and Create a Task adds a reminder to chase it, so nobody has to remember which ones went out.

A clean contact list across tools. When a deal is signed in your CRM, Create a Contact adds the client to FreeAgent, and Update a Contact keeps the address current later. The Agile CRM Make integration covers the CRM side of that flow.

A team roster that stays in sync. Watch Users picks up each new user added to FreeAgent, so you can pass the name to a spreadsheet or a chat tool without copying it by hand.

The listed modules cover contacts, invoices, tasks and users. For anything else in FreeAgent, the Make an API Call module reaches the rest of the API with the same connection. FreeAgent often has an n8n node too; the n8n vs Make comparison helps you choose, and the Make pricing page explains what each plan includes.

Connect

How do you connect FreeAgent to Make?

  1. 01

    Register an app in FreeAgent

    Open the Developer Dashboard in FreeAgent and create a new app, or pick one you already have. Paste https://www.integromat.com/oauth/cb/freeagent as the callback URI, then copy the Client ID and the Client secret.

  2. 02

    Add a FreeAgent module in Make

    In your scenario, add any FreeAgent module and click Create a connection. The Connection name field is optional; a clear name helps if you later link more than one FreeAgent account.

  3. 03

    Paste your credentials and approve

    Enter the Client ID and Client secret you copied, then follow the on-screen steps to authorize Make. The connection (your FreeAgent account linked to Make) is saved once and reused by every FreeAgent module.

First scenario

Your first scenario: a follow-up task for each new invoice

GoalWhen a new invoice is created in FreeAgent, Make adds a task to follow it up.

  1. 01

    Create the scenario

    From the Scenarios page, create a new scenario and click the big + to add the first module. Type FreeAgent in the search box.

  2. 02

    Pick Watch Invoices

    Choose Watch Invoices and select your connection, or click Create a connection if this is your first FreeAgent module. Fill the fields Make shows you.

  3. 03

    Add Create a Task

    Click the + on the right of the trigger and add Create a Task. Map the invoice details from the first module into the task, so the reminder says which invoice to chase.

  4. 04

    Test with Run once

    Click Run once. Make runs the scenario a single time and shows the bundles each module received; a bundle is one item, here one invoice. Check that the task looks right in FreeAgent.

  5. 05

    Schedule and switch it on

    Open the clock on the first module to set the schedule, every 15 minutes by default, then switch the scenario on. From then on, each new invoice gets its own follow-up task.

Triggers

Which FreeAgent triggers start a scenario?

4 modules start a scenario when something happens in FreeAgent. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by FreeAgent as soon as it happens.

FreeAgent1Watch Contacts

Watch Contacts

Scheduled trigger

In Make“Watches for newly created contacts.”

Watch Contacts hands your scenario every contact newly created in FreeAgent, one bundle per contact, so the rest of the flow can welcome, file or copy that person without anyone lifting a finger.

How it fires
scheduled, Make checks FreeAgent on the scenario's schedule, every 15 minutes by default and never faster than that on the Free plan.
When to use it
a new client has been added and you want a matching row in your spreadsheet or a welcome email ready to send.
Watch out
it reports new contacts only, so an edit to an existing contact will not start the scenario.
FreeAgent2Watch Invoices

Watch Invoices

Scheduled trigger

In Make“Watches for newly created invoices.”

With Watch Invoices, every invoice freshly created in FreeAgent becomes the starting point of a scenario, which is handy when billing needs to ripple out to reminders, reports or a chat channel.

How it fires
scheduled, Make checks FreeAgent on the scenario's schedule, not the moment the invoice is saved.
When to use it
you want a follow-up task, a line in a revenue sheet or a message to the account owner each time an invoice is raised.
Watch out
run it once with Run once and look at the bundle before mapping fields downstream, so you know what the invoice data looks like.
FreeAgent3Watch Tasks

Watch Tasks

Scheduled trigger

In Make“Watches for newly created tasks.”

Your to-do list in FreeAgent turns into a signal with Watch Tasks: each newly created task arrives in Make as a bundle that you can push to a calendar, a project tool or a teammate.

How it fires
scheduled, Make looks for new tasks on the scenario's schedule, so expect the gap set on the clock rather than an instant alert.
When to use it
your team works from another task board and you want FreeAgent tasks to show up there as well.
Watch out
it reports newly created tasks only, so a task you edit or complete will not start the scenario.
FreeAgent4Watch Users

Watch Users

Scheduled trigger

In Make“Watches for newly created users.”

Watch Users keeps an eye on the people in your FreeAgent account and passes along each newly created user, which saves you from retyping names into other systems when someone joins.

How it fires
scheduled, Make polls FreeAgent at the interval set on the scenario's clock, 15 minutes by default.
When to use it
an accountant or a new hire gets access to FreeAgent and you want the team directory or an onboarding checklist updated.
Watch out
this is the only way to react to users here, since the app has no module to create or change a user.
Modules

What can FreeAgent do inside a Make scenario?

FreeAgent gives you 15 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

FreeAgent1

Create a Contact

Action

In Make“Creates a new contact.”

Create a Contact adds a person or company to FreeAgent from data another app already holds, so a client exists in your books the moment the deal closes.

When to use it
a form, a CRM or an e-commerce order produces a new customer and you need them ready for invoicing.
Watch out
look up the client with List Contacts first if duplicates would cause trouble.
FreeAgent2

Create an Invoice

Action

In Make“Creates a new invoice.”

Create an Invoice raises an invoice in FreeAgent from the data your scenario carries, which turns a completed job or a signed quote into billing without retyping.

When to use it
a project is marked done in another tool and the invoice should follow straight after.
Watch out
to bill the right client, place Get a Contact or Create a Contact earlier in the flow and map the contact it returns.
FreeAgent3

Create a Task

Action

In Make“Creates a new task.”

Create a Task puts a new to-do in FreeAgent, which lets any event elsewhere leave a clear reminder where your finance work already happens.

When to use it
after Watch Invoices, to plan a follow-up call, or when a support ticket needs a billing check.
Watch out
map a descriptive title from the previous module, otherwise every task looks the same in the list.
FreeAgent4

Delete a Contact

Action

In Make“Deletes a specified contact.”

Delete a Contact removes a chosen contact from FreeAgent, which keeps your address book tidy when a client record is closed in your main system.

When to use it
a duplicate was spotted, or a test record created while building the scenario has to go.
Watch out
make sure the contact ID comes from a search you trust, and test on a dummy contact with Run once before switching the scenario on.
FreeAgent5

Delete an Invoice

Action

In Make“Deletes a specified invoice.”

Remove a specific invoice from FreeAgent with this module, typically one that was created by mistake or by a scenario that is still being tested.

When to use it
a cancelled order in your shop should also remove the invoice that went with it.
Watch out
add a filter before it so only the invoices you really mean to delete reach this module, and test on a sample first.
FreeAgent6

Delete a Task

Action

In Make“Deletes a specified task.”

Delete a Task clears a FreeAgent task you no longer need, so reminders that lost their purpose stop cluttering the list.

When to use it
the invoice was paid or the call already happened, and the related task should disappear on its own.
Watch out
you need the task ID, so find it with List Tasks or Get a Task earlier in the flow before deleting anything.
FreeAgent7

Get a Contact

Action

In Make“Returns a specified contact.”

Get a Contact fetches the full record of one FreeAgent contact when you already know which one, so later modules can use everything FreeAgent holds on that person.

When to use it
a trigger gave you only an ID and the next step, an email or an invoice, needs the rest of the information.
Watch out
it returns one contact; when you do not have an ID, List Contacts is the module to reach for.
FreeAgent8

Get an Invoice

Action

In Make“Returns a specified invoice.”

Pull the details of a single invoice into your scenario with Get an Invoice, useful when a message or a report has to quote the invoice exactly as FreeAgent holds it.

When to use it
a reminder email to a client should include the invoice data rather than a vague mention.
Watch out
you need the invoice reference from an earlier module; to find invoices by criteria, use Search Invoices instead.
FreeAgent9

Get a Task

Action

In Make“Returns a specified task.”

Get a Task reads one FreeAgent task in full, handy when a step later in the scenario must check its details before acting on it.

When to use it
before Update a Task, to see the current state, or to copy the task into a team channel with all its information.
Watch out
it expects a known task; if you only have a rough idea which one, run List Tasks first and filter the result.
FreeAgent10

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Make an API Call opens the rest of the FreeAgent API to your scenario, using the connection you already set up, for whatever the other modules leave out.

When to use it
you need a FreeAgent object that has no dedicated module here, such as something beyond contacts, invoices, tasks and users.
Watch out
you write the request yourself, so keep the FreeAgent API documentation open and test with Run once.
FreeAgent11

Update a Contact

Action

In Make“Updates a specified contact.”

Update a Contact changes an existing FreeAgent contact, so a new address or email entered in your CRM ends up in your invoicing records too.

When to use it
a client moves offices or switches billing email, and you want FreeAgent to follow without manual edits.
Watch out
map only the fields you mean to change and check the result with Run once on a test contact first.
FreeAgent12

Update a Task

Action

In Make“Updates a specified task.”

Use Update a Task to change a FreeAgent task that already exists, when progress happens somewhere else.

When to use it
the related work is closed in your project board and the matching FreeAgent task should reflect that.
Watch out
it needs the task ID, which Get a Task or List Tasks provides earlier in the same scenario.
FreeAgent13

List Contacts

Search

In Make“Returns a list of contacts.”

List Contacts returns contacts from FreeAgent as separate bundles, one per contact, so the modules after it can process each person in turn.

When to use it
you want to copy your client list into a spreadsheet or check whether someone exists before creating them.
Watch out
a search can return zero, one or many bundles, and every later module runs once per bundle, which counts as operations on your plan.
FreeAgent14

List Tasks

Search

In Make“Returns a list of tasks.”

With List Tasks, Make brings back the tasks stored in FreeAgent, each as its own bundle, ready to be filtered, counted or sent elsewhere.

When to use it
your team chat should show the open FreeAgent tasks when a project review starts, or you need to find a task before updating it.
Watch out
add a filter right after it so later modules only receive the tasks you care about.
FreeAgent15

Search Invoices

Search

In Make“Searches for invoices or lists them all.”

Search Invoices finds the FreeAgent invoices that match what you look for, or lists them all, and passes each one on as a separate bundle.

When to use it
a report needs the invoices of one client, or a reminder flow has to pick a set of invoices to chase.
Watch out
an empty result is possible, so plan what the scenario should do when nothing comes back.
Need help

Need help automating FreeAgent with Make?

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FAQ

FreeAgent and Make: common questions

01Is the FreeAgent Make integration free?
Yes, on the Make side. FreeAgent is a standard app, so all 19 modules work on the Free plan. That plan allows 2 active scenarios, a minimum of 15 minutes between scheduled runs, up to 5 minutes per execution, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) bring the interval down to 1 minute and remove the cap on active scenarios. Usage is counted in operations, one per module run on one bundle. Your FreeAgent subscription is separate and handled by FreeAgent.
02What do you need to connect FreeAgent to Make?
An active FreeAgent account and an API app registered in the FreeAgent Developer Dashboard. That app gives you OAuth 2 credentials, a Client ID and a Client secret, once you enter the callback URI Make provides in its documentation. In Make, add any FreeAgent module, click Create a connection, optionally name it, then paste both values and follow the on-screen authorization. The connection is saved once and shared by every FreeAgent module in your scenarios, so this setup only happens the first time.
03Do FreeAgent triggers in Make run in real time?
No. All 4 FreeAgent triggers, Watch Contacts, Watch Invoices, Watch Tasks and Watch Users, are scheduled. Make checks FreeAgent for new items on the scenario's schedule, which is every 15 minutes by default. On the Free plan, 15 minutes is also the shortest gap allowed; paid plans can go down to 1 minute. There is no instant trigger for this app, so a new invoice reaches your scenario at the next check rather than the second it is created. Plan your follow-ups with that delay in mind.
04What if the FreeAgent module you need is missing in Make?
Use Make an API Call. The other listed modules cover contacts, invoices, tasks and users, and Make an API Call reaches any endpoint of the FreeAgent API with the same connection. You write the request yourself, based on FreeAgent's API documentation, and test it with Run once before switching the scenario on. The Make documentation for FreeAgent is itself AI-generated from FreeAgent's docs and warns that it may contain mistakes, so double-check important details with FreeAgent directly when something behaves unexpectedly.
05Should you use Make or n8n for FreeAgent?
It depends on how you like to build. Make gives you 19 ready FreeAgent modules, including Make an API Call, in a visual editor where you test with Run once and switch the scenario on. FreeAgent often has an n8n node as well, so both tools can handle common contact, invoice and task flows. Compare the modules each one offers for your exact need, then try the flow in the tool your team already knows. If you start on Make, the Free plan is enough to test a first scenario.
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