How do I connect Freeagent?

Sign up for Conductor Deck, then add a Freeagent step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.

Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and add advanced features when you need them.

What's the difference between a trigger and an action?

A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.

Freeagent + Stream Deck

accounting · 0 triggers · 76 actions

Cloud-based accounting software for freelancers and small businesses Add Freeagent to your Stream Deck workflows with guided setup for the connection details it needs.

Build a Freeagent workflow — free See how it works

No code
Free tier
One Stream Deck press
Pairs with OBS & Elgato tools
OAuth & keys handled in-builder

Popular ways to use Freeagent

Add Freeagent to a workflow and pair it with a Stream Deck button to run it in one press — handy for accounting tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.

Browse all templates

Triggers & actions

Steps your workflow can perform in Freeagent.

Cashflow summary for a date range

Tool to retrieve cashflow summary for a given date range from FreeAgent. Use when you need to analyze cash inflow and outflow over a specific period. Provides net cashflow balance, incoming and outgoing totals, and monthly breakdowns.

Convert Estimate to Invoice

Tool to convert an estimate to an invoice in FreeAgent. Use when an estimate has been approved and needs to be converted into a billable invoice. The estimate's status will transition to 'Invoiced' and a new invoice will be created automatically.

Convert Invoice to Credit Note

Tool to convert a draft negative invoice to a credit note in FreeAgent. Use when you need to transform a draft invoice with a negative value into a credit note. The invoice must be in draft status and have a negative value before conversion.

Create A Timeslip

Tool to create a new timeslip in FreeAgent. Use when you need to log time worked on a project task by a specific user on a given date.

Create Bank Account

Tool to create a bank account in FreeAgent. Use when you need to add a new bank account, PayPal account, or credit card account to track financial transactions.

Create Bill with Attachment

Tool to create a bill with optional attachment in FreeAgent. Use when you need to record a supplier bill with line items and optionally attach supporting documentation.

Create Contact

Tool to create a new contact in FreeAgent. Use when you need to add a new client, supplier, or business contact with their details.

Create Credit Note

Tool to create a credit note in FreeAgent. Use when you need to issue a credit note to a contact for refunds or adjustments. The credit note is created with 'Draft' status.

About Freeagent

Cloud-based accounting software for freelancers and small businesses

accounting

How to connect

Sign up for free

Create your Conductor Deck account: no credit card required.

Connect Freeagent

Follow the setup prompts for Freeagent. Conductor Deck handles the app authorization or required connection details inside the workflow builder.

Build a workflow

Add a Freeagent action to your visual workflow canvas. Configure the options you need, then connect it to other steps.

Assign to Stream Deck

Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.

Frequently asked questions

How do I connect Freeagent?: Sign up for Conductor Deck, then add a Freeagent step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.
Is it free?: Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and add advanced features when you need them.
What's the difference between a trigger and an action?: A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.

Automate Freeagent with your Stream Deck

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