Accounting and invoicing software for small businesses
FreeAgent currently provides 4 triggers that can start a workflow and 2 actions a workflow can run. Use those building blocks to keep financial events visible beside the customer, vendor, or project they affect.
New Invoice
Triggers when a new invoice is created
New Contact
Triggers when a new contact is created
New User
Triggers when a new user is added
New Task
Triggers when a new task is added
Create Task
Create a task inside a project
Create Contact
Create a new contact in FreeAgent
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported FreeAgent event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
New Invoice
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported FreeAgent action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Create Task
Combine FreeAgent with another integration and Coherence records to keep financial events visible beside the customer, vendor, or project they affect.
Starts with
New Invoice
Finishes with
Create Task, then preserve the outcome in Coherence
The exact authentication fields depend on FreeAgent. The workflow structure stays straightforward:
Authorize the FreeAgent account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with FreeAgent or provide a complementary trigger or action.
FreeAgent currently provides 4 triggers that can start a workflow and 2 actions a workflow can run. Use those building blocks to keep financial events visible beside the customer, vendor, or project they affect.
FreeAgent currently lists 4 triggers and 2 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported FreeAgent triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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