Connect FreeAgent to Botdog

Both apps 86FreeAgent 56Botdog 30

• Trigger
  New Bank Transaction

  Triggers when a new transaction appears in a FreeAgent bank account.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New Invoice

  Triggers when a new invoice is created.

• Trigger
  New or Updated Contact

  Triggers when a contact is created or changed in FreeAgent.

• Trigger
  New or Updated Timeslip

  Triggers when a timeslip (time entry) is created or edited in FreeAgent.

• Trigger
  New Project

  Triggers when a new project is created.

• Action
  Convert Estimate to Invoice

  Converts an estimate into an invoice, marking the estimate as Invoiced and returning the URL of the new invoice.

• Action
  Create Bill

  Creates a bill from a supplier contact in FreeAgent, with its line items, and returns the new bill.

• Action
  Create Contact

  Create a new contact.

• Action
  Create Credit Note

  Creates a draft credit note for a FreeAgent contact, with optional line items.

• Action
  Create Estimate

  Creates a new estimate, quote or proposal in FreeAgent for a contact or project, optionally with line items.

• Action
  Create Expense

  Creates an expense claim in FreeAgent for a user, with its category, date, amount and sales tax details.

• Action
  Create Invoice

  Create an invoice for a contact.

• Action
  Create Mileage Claim

  Creates a mileage claim (a mileage expense) for a user in FreeAgent and returns the new claim.

• Action
  Create Note

  Adds a note to a FreeAgent contact or project.

• Action
  Create Price List Item

  Creates a price list item in FreeAgent that can be added to invoices and estimates.

• Action
  Create Project

  Create a project for a contact.

• Action
  Create Task

  Creates a task under a FreeAgent project.

• Action
  Create Timeslip

  Create a timeslip (time tracking entry).

• Action
  Delete Contact

  Delete a contact by id.

• Action
  Delete Invoice

  Deletes an invoice from FreeAgent.

• Action
  Delete Timeslip

  Deletes a timeslip from FreeAgent.

• Action
  Explain Bank Transaction

  Explains a bank transaction in FreeAgent by creating a bank transaction explanation (categorising it, or matching it to an invoice, bill, transfer or user payment). Returns the created explanation.

• Action
  Find Contact by Email

  Finds FreeAgent contacts whose email or billing email matches the given address.

• Action
  Get Bill

  Returns a single bill, including its line items, by its ID.

• Action
  Get Contact

  Get a single contact by id.

• Action
  Get Credit Note

  Returns a single FreeAgent credit note, including its line items, status and totals.

• Action
  Get Estimate

  Returns a single FreeAgent estimate with its line items.

• Action
  Get Expense

  Returns a single FreeAgent expense by its ID, including amounts, category, claimant and attachment details.

• Action
  Get Invoice

  Get a single invoice by id.

• Action
  Get Note

  Returns a single note attached to a FreeAgent contact or project, including its text, author and timestamps.

• Action
  Get Price List Item

  Returns a single price list item from FreeAgent by its ID.

• Action
  Get Project

  Returns a single FreeAgent project by its ID, including its contact, status, budget and billing details.

• Action
  Get Timeslip

  Returns a single FreeAgent timeslip, including its hours, date, user, project and task.

• Action
  List Bank Accounts

  Returns the bank accounts in your FreeAgent company, optionally filtered to standard, credit card or PayPal accounts.

• Action
  List Bank Transactions

  Returns the bank transactions in a FreeAgent bank account, optionally filtered by date range, last update time, or explanation status.

• Action
  List Bills

  List bills.

• Action
  List Categories

  Returns all accounting categories for the company, grouped into admin expenses, cost of sales, income and general categories, optionally including sub accounts.

• Action
  List Contacts

  List contacts in FreeAgent.

• Action
  List Corporation Tax Returns

  Returns the company's Corporation Tax Returns, including amount due, payment and filing deadlines, and filing/payment status.

• Action
  List Estimates

  List estimates.

• Action
  List Expenses

  List expenses.

• Action
  List Invoices

  List invoices.

• Action
  List Projects

  List projects.

• Action
  List Self Assessment Returns

  Returns the Self Assessment (income tax) returns for a FreeAgent user, including payments due and filing status.

• Action
  List Tasks

  Returns the tasks in your FreeAgent account, optionally filtered by status, project or last-updated date.

• Action
  List Timeslips

  List timeslips (time tracking entries).

• Action
  List Users

  Returns the users on the FreeAgent account, optionally filtered to staff or advisors.

• Action
  Mark Invoice as Cancelled

  Marks a FreeAgent invoice as cancelled, writing it off as unpaid. The invoice must be sent and past its due date.

• Action
  Mark Invoice as Sent

  Marks a FreeAgent invoice as sent without emailing it. Can also re-open a cancelled invoice.

• Action
  Update Bill

  Updates an existing bill in FreeAgent — its supplier, reference, dates, rebilling, recurrence and bill items. Only the values you supply are changed.

• Action
  Update Contact

  Update an existing contact.

• Action
  Update Expense

  Updates an existing expense in FreeAgent, changing only the details you supply.

• Action
  Update Invoice

  Updates an existing FreeAgent invoice's details, such as dates, contact, payment terms, comments and line items. Only the fields you fill in are changed.

• Action
  Update Project

  Updates an existing FreeAgent project's name, client, status, budget, billing rate and dates. Only the fields you fill in are changed.

• Action
  Update Timeslip

  Updates an existing timeslip in FreeAgent, changing its task, user, project, date, hours or comment. Fields left blank are not changed.

• Action
  Add blacklist

  Creates a new blacklist (suppression list) in Botdog so leads on it are excluded from campaigns.

• Action
  Add campaign

  Creates a new outreach campaign in Botdog, optionally with a start and end date.

• Action
  Add Contact to a Campaign

  Adds one contact to a Botdog campaign by LinkedIn profile URL, with optional name, title, company, location and custom attributes for message personalization.

• Action
  Add leads to blacklist

  Adds up to 100 LinkedIn profiles to a Botdog blacklist so they are excluded from campaigns. Duplicates are skipped.

• Action
  Add leads to campaign

  Adds up to 100 leads to a Botdog campaign in one call, each identified by LinkedIn profile URL.

• Action
  Add leads to list

  Adds up to 100 LinkedIn profiles to a Botdog lead list. Duplicates are skipped.

• Action
  Add list

  Creates a new lead list in Botdog to hold LinkedIn profiles you want to group together.

• Action
  Add snippet

  Creates a reusable message snippet in Botdog — either a static text template or an LLM prompt — for use in campaign messages.

• Action
  Archive campaign

  Archives a Botdog campaign. It disappears from the active list immediately and finishes archiving in the background.

• Action
  Delete campaign

  Deletes a Botdog campaign. It disappears immediately and is removed in the background.

• Action
  Delete snippet

  Deletes one of your own message snippets in Botdog.

• Action
  Get campaign

  Returns one Botdog campaign by id, with its name, status, owner and schedule.

• Action
  Get campaign sequence

  Returns a campaign's sequence — its steps and the branch conditions between them — as configured in the Botdog editor.

• Action
  Get campaign statistics

  Returns a campaign's performance: invitations and messages sent, acceptances, replies, profile visits and the resulting rates.

• Action
  Get lead

  Returns one lead by id, including profile details, campaign status and the lead's full event history.

• Action
  Get list

  Returns one Botdog lead list by id, with its name and lead count.

• Action
  List campaign leads

  Returns the leads in a Botdog campaign, optionally filtered by their campaign status or whether they replied.

• Action
  List campaigns

  Returns the campaigns on the connected Botdog team, optionally filtered by status or owner.

• Action
  List leads

  Returns leads across the Botdog team, optionally narrowed to a campaign or list and filtered by reply, unread or skipped state.

• Action
  List leads in list

  Returns the leads in a Botdog lead list.

• Action
  List paused campaign activities

  Returns which activity types — profile visits, invitations, messages and so on — are currently paused for a Botdog campaign.

• Action
  List snippets

  Returns the message snippets visible to the connected Botdog user, both personal and team-shared.

• Action
  Pause campaign activities

  Pauses specific activity types — profile visits, invitations, messages — on a campaign without pausing the whole campaign.

• Action
  Remove leads from blacklist

  Removes leads from a Botdog blacklist, identified by lead id or LinkedIn profile URL.

• Action
  Remove leads from list

  Removes leads from a Botdog lead list, identified by lead id or LinkedIn profile URL.

• Action
  Resume campaign activities

  Resumes specific activity types on a Botdog campaign that were paused individually.

• Action
  Stop lead

  Stops a lead's campaign sequence so Botdog sends them nothing further. The lead record is kept.

• Action
  Update campaign

  Updates a Botdog campaign's name or schedule. Fields you leave blank keep their current values.

• Action
  Update lead

  Updates a lead's details in Botdog — name, company, status note and custom fields. Fields you leave blank keep their current values.

• Action
  Update snippet

  Updates a Botdog message snippet — its name, body, prompt, shortcut or archived state. Fields you leave blank keep their current values.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.