FreeAgent integration

Accounting and invoicing software for small businesses. Use FreeAgent from Zoft voice agents, chat agents, workflows and AI employees.

Sign in with OAuth
2 actions
4 triggers

Get early access Talk to sales

Starts withNew Task
ZoftAgent or workflow decides what happens next
Then in FreeAgentCreate Task
AndCreate Contact

Illustrative flow built from FreeAgent’s real triggers and actions.

Zoft + FreeAgent

What Zoft can do with FreeAgent.

01Voice agentsA phone agent can use FreeAgent actions such as Create Task and Create Contact during the call, then hand off to a person when it should.
02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update FreeAgent while it talks to the customer.
03WorkflowsStart a workflow when “New Task” happens in FreeAgent, or use FreeAgent as any step on the canvas.
04AI employeesAn AI employee can find and use FreeAgent actions on its own, and ask for your approval before it sends or changes anything important.

Actions 2

Things Zoft can do in FreeAgent.

Create TaskCreate a task inside a project
Create ContactCreate a new contact in FreeAgent

Triggers 4

Events in FreeAgent that can start a workflow.

New TaskTriggers when a new task is added
New UserTriggers when a new user is added
New ContactTriggers when a new contact is created
New InvoiceTriggers when a new invoice is created

Setup

Connect FreeAgent in three steps.

01ConnectChoose FreeAgent in Connections and approve access in the FreeAgent sign-in window. Zoft never sees your password.
02Put it to workAdd FreeAgent as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

See all in Accounting

FAQ

FreeAgent on Zoft, answered.

What can Zoft do with FreeAgent?

Zoft supports 2 actions and 4 triggers for FreeAgent. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect FreeAgent to Zoft?

Choose FreeAgent in Connections and approve access in the FreeAgent sign-in window. Zoft never sees your password.

Can a voice agent or chat agent use FreeAgent?

Yes. Once FreeAgent is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in FreeAgent without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put FreeAgent to work in your operation.