integraid

Connect and automate FreeAgent

Your no-code integration tool to merge FreeAgent with Salesforce.

With integraid using the Maesn Unified API, you can hook FreeAgent directly into Salesforce—no CSV uploads or heavy middleware required. Contacts, invoices, expenses, bank transactions, and more sync automatically whenever they’re created or updated in FreeAgent.

This ensures your Salesforce org always reflects real-time financial data—ideal for sales, accounting, and reporting.

  • Lightning-fast setup via Maesn Unified API

  • Auto-sync of contacts, invoices, expenses & bank transactions

  • Configurable workflow: one-way or two-way data sync

  • OAuth-powered integration—secure, standardized & maintainable

  • Low-maintenance & future-proof—Maesn handles API updates for you

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FreeAgent

Kategorien:

Accounting & ERP

FreeAgent is UK-focused cloud accounting software for small businesses, freelancers, and practices. It brings together invoicing, expenses, time tracking, bank feeds via Open Banking, and MTD-compatible VAT filing to HMRC — with mobile apps and a practice dashboard for accountants. For integrations, FreeAgent provides a modern REST API secured with OAuth 2.0, a sandbox environment, and distinct access models for companies and accountancy practices. This makes it straightforward to connect FreeAgent with Salesforce. And with integraid, you can do it — without writing any code.

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Use Cases:

  • Quote-to-invoice from Salesforce

    When an Opportunity is closed-won, integraid creates a draft invoice in FreeAgent via the Invoices API and updates its status (e.g., Sent/Scheduled). We write the invoice URL/number and due date back to the related Salesforce record for full visibility.

  • Bank transactions & reconciliation in CRM

    Pull bank transactions from FreeAgent and (optionally) create or update bank transaction explanations, so payments and matches are reflected on Accounts/Opportunities in Salesforce — reducing manual reconciliation.

  • Expenses & receipts into Salesforce

    Create expenses (with categories, projects, users) through the API and surface key fields and links on the related Salesforce records. Ideal for service teams logging out-of-pocket spend tied to a deal or case.

Here is what you get

Why choose Integraid?

Integraid supports you by seamlessly connecting your apps to Salesforce, automating workflows without coding, enabling independent integration management, and offering clear guidance through easy-to-follow tutorials.



easy setup
done in minutes

Setting up your desired application's API takes minutes instead of weeks. Our intuitive interface, combined with clear, step-by-step video tutorials on YouTube, empowers you to manage integrations on your own.



seamless connection
no obstacles

Streamline your workflows effortlessly as your tools and systems integrate smoothly within Salesforce. Say goodbye to manual processes and enjoy an optimized, efficient experience for your team.



your safeguard
securing your data

Rely on Salesforce’s built-in safeguards and SSL encryption from the third-party API of your choice to ensure your data remains secure at all times.



flexible compatibility
covering 98%

Easily connect with 98% of third-party APIs, whether it's a basic marketing tool or a sophisticated ERP system. Customizable to fit your requirements.