Zapier functionality is a bit thin


#1

I’ve just reached out to the guys at Zapier who tell me that you maintain the freeagent code there.

There’s no ability to do anything like create invoices, estimates, and so on, based on a trigger. Our source input would know your contact ID, we just need to tell you the lines to put on an invoice and then to send it, mark as paid, wahtever.

Is this something that you would be looking at creating at all, please?


#2

Hi Daniel
Sorry but I have never had anything at all to do with zapier.
Gary


#3

Just to back up what Daniel says, we’d love more full Zapier functionality - we’re having to spend a fair amount of money to find someone to build an API to do what we had hoped FreeAgent and Zapier would do.


#4

Can I ask again, Zapier have said that it’s the FreeAgent guys that maintain the Zapier integration - is this true?

Can we get the ability to add contacts and set the invoicing sequence when we do so, please?


#5

Freeagent is frustrating for this very reason. I am dealing with this exact problem, only this is a year later and still it is not solved or even addressed. Problem is my client has been using freeagent for over 8 years. there’s no escaping it


#6

Hi all. Sorry you’re feeling frustrated by this :sweat: integration. We’re currently in the process of chatting to Zapier and looking into how and where we should be updating the integration to allow you to create Zaps that give you want you need. It’s clearly not up to scratch right now.

From the messages on this thread we already get a feel for what functionality you’d like, but if you could go into more detail about your specific use case, that would be really helpful.


#7

Well, for a start, looking at the existing actions (create contact, or create task) they need to be able to mimic the existing functionality within the normal client.

For example when creating a contact there is no “Contact-level Invoice Sequence” feature, no default terms, and so on. Merely having these would be good. Extending these to “request direct debit mandate on creation” would be excellent, too.

However one thing that I have had to code my own deployment for is because you allow new invoice as a trigger, but not as an action. So if I have my billing system elsewhere (as I do) create a new invoice, I cannot use Zapier to synchronise it over. This nearly resulted in us finding another system but many months of work with Kate, your product manager, saved us from having to do so.

tl;dr: contact-level invoice sequencing on contact creation screen, please


#8

Hello, here is an example of a specific use case…

create invoice.

I would like to create an invoice in Freeagent via Zapier when a Shopify order comes in.


#9

Specifics for me would be the ability to:

New project, both as an action and a trigger and ability to assign it to a client
Add time tracking to a project e.g. from Toggl

That’s all I can think of at the moment.


#10

Olly

December 17 when you updated. Please just add some more hooks and triggers! Zapier give us a simple way to add the functionality that you ignore on your depot roadmap!

Neil


#11

Hi All,

Tom here from FreeAgent Support Engineering. Myself and some of my colleagues are currently in the process of adding additional actions and triggers to the FreeAgent/Zapier integration and we’re making pretty good progress. I’m unable to give an exact timeframe for when we’ll be ready to deploy, but I will certainly keep you updated within this thread.

We may even publish a blog post to advertise the improvements when they’re ready!

No promises here, but if you have any triggers/actions that would be particularly useful to your workflow(s), let us know and I’ll see what we can do :slight_smile:

Best,
Tom


#12

Hi Tom,
Some suggestions:

Triggers

  1. When an Invoice moves to the Paid Status
  2. When a new Bank Transaction is created. Optional parameter to trigger on credits or debits but the default would be both. Possibly a parameter to only trigger within specific limits (between £0 to £100)

Actions
3) Create a new invoice … with multiple lines (i.e. using invoice_items even if we have to build our own json was this part)
4) Create a Bank Transaction Explanation (e.g. for an invoice receipt)
5) Trigger to send an invoice as an email (https://api.freeagent.com/v2/invoices/{{invoice_id}}/send_email) with “invoice”:{ “email”:{ “use_template”: true} }
6) Update a Contact

Searches
7) From a Invoice Reference Number find the ID for the Invoice.

Thanks
Tony