Finance & Accounting
Connect Freeagent to Sortment
Connect Freeagent to Sortment so its AI agents can use billing and payment data to trigger renewal, payment and upgrade campaigns. You approve every change.
- Actions
- 76
- Triggers
- —
- Authentication
- OAuth2
- Category
- Finance & Accounting
What Sortment's agents can do in Freeagent
76 actions. The ones lifecycle programs use most are shown first.
- Create a User
- Create Bank Account
- Create Contact
- Send Estimate Email
- Create Invoice
- Create Invoice Item
- Create Price List Item
- Update Invoices Default Additional Text
- Update Price List Item
- Update Personal Profile
- Create a Journal Set
- Create Sales Tax Period
- Create Task Under Project
- Create A Timeslip
- Create Bill with Attachment
- Create Category
- Create Credit Note
- Create Credit Note Reconciliation
- Create Estimate
- Create Estimate Item
- Create Note
- Create Project
- Update Bank Transaction Explanation
- Update Estimates Default Additional Text
- Update Expense
- Update a Journal Set
- Update Note
- Get Invoice Timeline
- Get Personal Profile
- List Accounting Transactions
- List All CIS Bands
- List All Expenses
- List All Price List Items
- List All Properties
- List All Recurring Invoices
- List All Sales Tax Periods
Show all 76 actionsShow fewer actions
- List All Stock Items
- List All Tasks
- List All Timeslips
- List All Users
- List Bank Accounts
- List Bank Feeds
- List Bank Transactions
- List Bills
- List Business Categories
- List Categories
- List Contacts
- List Credit Note Reconciliations
- List Credit Notes
- List EC MOSS Sales Tax Rates
- List Estimates
- List Final Accounts Reports
- List Hire Purchases
- List Notes
- List Projects
- List VAT Returns
- Get Company Details
- Get Mileage Settings
- Get Opening Balances
- Get the Opening Balances
- Get the P&L summary
- Get Trial Balance Summary
- Get Balance Sheet
- Get Opening Balances
- Get Default Estimates Additional Text
- Get Default Additional Text
- Upload a Bank Statement
- Duplicate Invoice
- Convert Estimate to Invoice
- Convert Invoice to Credit Note
- Cashflow summary for a date range
- Duplicate Estimate
- Show Tax Timeline
- Delete Bank Transaction Explanation
- Delete Estimates Default Additional Text
- Delete Note
How it works
- 1
Connect
Connect it in Settings › Connectors. Most tools take one click to authorise.
- 2
Put agents to work
Strategy, Content and Analyst AI can read from it and act in it as part of your lifecycle programs.
- 3
Approve and measure
You review every change before it goes live, and Sortment measures the lift.
See Sortment work with Freeagent.
Book a 30-minute call. We'll walk you through Sortment with your goals, your data and your stack in mind.
No migration · Works alongside your existing stack