[ Accounting ]

FreeAgent integration for your workflows.

Connect FreeAgent to Collabase once and use 2 actions and 4 triggers in your workflows. No code needed, hosted in Switzerland.

Start a proof of concept Book a call

Sign-inOAuth 2.0

CategoryAccounting

UpdatedOctober 2026

LicenceOpen source (MIT)

Back to the directory

FreeAgent in Collabase

Connect FreeAgent to Collabase once and use 2 actions and 4 triggers in your workflows. No code needed, hosted in Switzerland.

[ About the service ]

Accounting and invoicing software for small businesses

How to connect it

Open the integrations in the workspace settings.
Choose FreeAgent and connect your account.
Add a trigger or an action to the workflow.

FreeAgent triggers

Name	Description	Fields
New InvoiceChecks at intervals	Triggers when a new invoice is created	Invoice Status Include Invoice Items
New ContactChecks at intervals	Triggers when a new contact is created	Contact Status
New UserChecks at intervals	Triggers when a new user is added	User Type
New TaskChecks at intervals	Triggers when a new task is added	Task Status

FreeAgent actions

Name	Description	Fields
Create Task	Create a task inside a project	Project Task Name Billable Billing Rate Billing Period Status
Create Contact	Create a new contact in FreeAgent	First Name Last Name Organization Name Email Billing Email Phone Number + 14 Mobile Address Line 1 Address Line 2 Address Line 3 Town Region Postcode Country Show Contact Name on Invoices Default Payment Terms (Days) Charge Sales Tax Sales Tax Registration Number Status Locale

[ Accounting ]

Related integrations

All integrations

Tools that often share a workflow.

Questions about FreeAgent

What can I automate with FreeAgent in Collabase?

FreeAgent brings 2 actions and 4 triggers, for example Create Task and Create Contact. You combine them in a workflow without code and mix them with every other integration.

How do I connect FreeAgent to Collabase?

You open the integrations in the workspace settings, choose FreeAgent and connect your account once, using OAuth 2.0. After that all triggers and actions are available in the workflow.

Can FreeAgent start a workflow?

Yes. FreeAgent provides 4 triggers, for example New Invoice, New Contact, New User and 1 more. The workflow runs as soon as the event happens.

Does the FreeAgent integration cost extra?

No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.

Test it against your own content. A proof of concept is ready within days.

We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.

Book a conversation Start a proof of concept