Connect FreeAgent to Utilorax

Both apps 113FreeAgent 56Utilorax 57

• 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 interval to date

  Add or subtract an interval from a date.

• Action
  Calculate age

  Compute age from a birthdate.

• Action
  Calculate compound interest

  Compute compound interest on a principal over time.

• Action
  Calculate loan payment

  Compute the monthly loan payment (EMI) for a loan amount, rate and term.

• Action
  Calculate mortgage payment

  Compute the monthly mortgage payment from price, deposit, rate and term.

• Action
  Calculate percentage

  Compute what P% of a value is.

• Action
  Calculate percentage change

  Compute the percentage change from one value to another.

• Action
  Change text case

  Change text case (upper/lower/title/camel/snake/kebab etc).

• Action
  Check if number is prime

  Check whether a number is prime.

• Action
  Compress image

  Shrink JPG, PNG and WebP images to a smaller file size.

• Action
  Compress PDF

  Reduce a PDF's file size while keeping it readable.

• Action
  Compute HMAC signature

  Compute an HMAC signature for a message with a given key and algorithm.

• Action
  Convert CSV to Excel

  Convert a CSV file into a proper Excel (.xlsx) workbook.

• Action
  Convert CSV to JSON

  Convert CSV text to a JSON array of objects.

• Action
  Convert currency

  Convert an amount between currencies using live exchange rates.

• Action
  Convert date to timestamp

  Convert a date string to a Unix timestamp.

• Action
  Convert Excel to JSON

  Turn a spreadsheet into structured JSON (first row as keys).

• Action
  Convert HTML to PDF

  Paste HTML and download a clean, print-ready PDF — styling, tables and images included.

• Action
  Convert image format

  Convert images between PNG, JPG, WebP, AVIF, GIF, BMP, TIFF and more — you pick the output format.

• Action
  Convert Markdown to HTML

  Convert Markdown text to HTML.

• Action
  Convert Markdown to PDF

  Paste Markdown and download a beautifully formatted PDF — headings, lists, tables and code included.

• Action
  Convert number to Roman numerals

  Convert a number to or from Roman numerals.

• Action
  Convert PDF to text

  Pull the text out of a PDF and download it as a clean.txt file.

• Action
  Convert timestamp to date

  Convert a Unix timestamp to a date.

• Action
  Convert timezone

  Convert a time between timezones.

• Action
  Convert units

  Convert a value between two units of measurement in a given category.

• Action
  Count words

  Count words, characters, sentences, lines and estimated reading time in text.

• Action
  Crop image

  Cut a rectangle out of an image.

• Action
  Decode JWT

  Decode a JWT header and payload (no signature check).

• Action
  Encode or decode Base64

  Encode or decode Base64 text.

• Action
  Encode or decode URL component

  Percent-encode or decode a URL component.

• Action
  Extract emails from text

  Extract all email addresses found in text.

• Action
  Extract URLs from text

  Extract all URLs found in text.

• Action
  Find and replace text

  Find and replace text within a string.

• Action
  Format JSON

  Pretty-print JSON with 2-space indentation.

• Action
  Generate barcode

  Build a barcode image URL.

• Action
  Generate lorem ipsum text

  Generate lorem ipsum placeholder text.

• Action
  Generate QR code

  Build a QR-code image URL for any text.

• Action
  Generate UUID

  Generate one or more random UUID v4 values.

• Action
  Get current datetime

  Get current time as Unix, ISO and UTC.

• Action
  Get date difference

  Compute the difference between two dates.

• Action
  Get DNS records

  Get DNS records for a domain.

• Action
  Get HTTP status

  Get the HTTP status code and redirect chain for a URL.

• Action
  Get page meta tags

  Get the title, description and meta tags of a page.

• Action
  Hash password with bcrypt

  Hash a password with bcrypt.

• Action
  Hash text

  Hash text with a chosen algorithm (MD5/SHA-1/SHA-256/SHA-512/CRC32).

• Action
  Merge PDF files

  Combine several PDF files into one document.

• Action
  Read image info

  Read an image and return its dimensions, format and EXIF metadata as JSON.

• Action
  Resize image

  Resize an image to exact dimensions (pad, stretch or crop to fill).

• Action
  Resolve domain to IP

  Resolve a domain name to its IP address.

• Action
  Slugify text

  Turn text into a clean URL slug.

• Action
  Spell number as words

  Spell a number out in English words.

• Action
  Split PDF

  Split a PDF into separate files — every page, or custom ranges.

• Action
  Strip HTML tags

  Remove HTML tags from text, leaving plain text.

• Action
  Test regular expression

  Test a regular expression against text and return matches.

• Action
  Validate JSON

  Check whether a string is valid JSON.

• Action
  Watermark PDF

  Stamp a diagonal text watermark across every page of a PDF.

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