Connect FreeAgent and OpenAI

Both apps 130FreeAgent 56OpenAI 74

• 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.

• Trigger
  New batch

  List your organization's batches.

• Trigger
  New file

  Returns a list of files.

• Trigger
  New model

  Lists the currently available models.

• Trigger
  New vector store

  Returns a list of vector stores.

• Trigger
  New video

  List recently generated videos for the current project.

• Action
  Cancel batch

  Cancels an in-progress batch.

• Action
  Cancel run

  Cancels a run that is in_progress.

• Action
  Cancel vector store file batch

  Cancel a vector store file batch.

• Action
  Content moderation

  Classifies text for hate, harassment, self-harm, sexual, and violence categories using the Moderations API.

• Action
  Count input tokens

  Returns input token counts of the request.

• Action
  Create assistant

  Create an assistant with a model and instructions.

• Action
  Create chat completion

  Sends a list of chat messages to a model via the Chat Completions API and returns the assistant's reply.

• Action
  Create completion

  Creates a completion for the provided prompt and parameters.

• Action
  Create embedding

  Generates a vector embedding for input text using an embeddings model (e.g. text-embedding-3-small).

• Action
  Create message

  Create a message.

• Action
  Create run

  Create a run.

• Action
  Creates and executes a batch from an uploaded file of requests

  Creates and executes a batch from an uploaded file of requests

• Action
  Create thread

  Create a thread.

• Action
  Create thread and run

  Create a thread and run it in one request.

• Action
  Create vector store

  Create a vector store.

• Action
  Create vector store file

  Create a vector store file by attaching a File to a vector store.

• Action
  Create vector store file batch

  Create a vector store file batch.

• Action
  Create video edit job

  Create a new video generation job by editing a source or existing generated video.

• Action
  Create video extension

  Create an extension of a completed video.

• Action
  Create video generation job

  Create a new video generation job from a prompt and optional reference assets.

• Action
  Create video remix

  Create a remix of a completed video using a refreshed prompt.

• Action
  Delete assistant

  Delete an assistant.

• Action
  Delete eval run

  Delete an eval run.

• Action
  Delete file

  Delete a file and remove it from all vector stores.

• Action
  Delete message

  Deletes a message.

• Action
  Delete thread

  Delete a thread.

• Action
  Delete vector store

  Delete a vector store.

• Action
  Delete vector store file

  Delete a vector store file (removes from store, file itself not deleted).

• Action
  Delete video

  Permanently delete a completed or failed video and its stored assets.

• Action
  Download video content

  Download the generated video bytes or a derived preview asset.

• Action
  Edit image

  Creates an edited or extended image given one or more source images and a prompt.

• Action
  Generate image

  Generates an image from a text prompt using gpt-image-1 / DALL-E and returns the image URL or base64 data.

• Action
  Generate speech

  Converts text into spoken audio using a TTS model and the selected voice. Returns audio bytes.

• Action
  Get assistant

  Retrieves an assistant.

• Action
  Get batch

  Retrieves a batch.

• Action
  Get file

  Returns information about a specific file.

• Action
  Get file content

  Returns the contents of the specified file.

• Action
  Get message

  Retrieve a message.

• Action
  Get model

  Retrieves a model instance.

• Action
  Get run

  Retrieves a run.

• Action
  Get run step

  Retrieves a run step.

• Action
  Get thread

  Retrieves a thread.

• Action
  Get vector store

  Retrieves a vector store.

• Action
  Get vector store file

  Retrieves a vector store file.

• Action
  Get vector store file batch

  Retrieves a vector store file batch.

• Action
  Get vector store file content

  Retrieve the parsed contents of a vector store file.

• Action
  Get video

  Fetch the latest metadata for a generated video.

• Action
  List conversation items

  List all items for a conversation with the given ID.

• Action
  List files

  Lists files that have been uploaded to your OpenAI account.

• Action
  List messages

  Returns a list of messages for a given thread.

• Action
  List models

  Lists the models currently available to your account.

• Action
  List runs

  Returns a list of runs belonging to a thread.

• Action
  List run steps

  Returns a list of run steps belonging to a run.

• Action
  List vector store file batch files

  Returns a list of vector store files in a batch.

• Action
  List vector store files

  Returns a list of vector store files.

• Action
  OpenAI agent message

  Runs one AI agent turn on OpenAI and returns the model's reply. The turn is billed to the OpenAI account connected on this step, and the agent can call the account's AI tool automations.

• Action
  Retrieve response

  Retrieves a previously created model response by its Response ID.

• Action
  Search vector store

  Search a vector store for relevant chunks based on a query and filter.

• Action
  Send model a message

  Sends a message to an OpenAI model via the Responses API and emits its response. Returns a Response ID usable as previous_response_id for multi-turn conversations.

• Action
  Submit tool outputs to run

  Submit tool outputs when a run requires action.

• Action
  Transcribe audio

  Transcribes audio into the input language.

• Action
  Translate audio

  Translates audio into English.

• Action
  Update assistant

  Modifies an assistant.

• Action
  Update message

  Modifies a message.

• Action
  Update run

  Modifies a run.

• Action
  Update thread

  Modifies a thread.

• Action
  Update vector store

  Modifies a vector store.

• Action
  Update vector store file attributes

  Update attributes on a vector store file.

• Action
  Upload file

  Upload a file that can be used across various endpoints.

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