FreeAgent
FreeAgent is a cloud accounting platform used by small businesses and accountants to manage invoicing, expenses, contacts, tax reporting and financial records. It is commonly used by ecommerce businesses to manage customer billing details and maintain accurate accounting records.
Key features include:
- Contact management
- Invoice creation and tracking
- Expense tracking
- VAT and tax reporting
- Bank transaction reconciliation
- Financial reporting
This Make.com scenario creates a new contact in FreeAgent when a new customer is created in ShopWired. It uses a ShopWired webhook trigger and sends the customer’s personal and address details directly to FreeAgent.
This scenario allows:
- Triggering when a customer is created in ShopWired
- Sending customer personal details to FreeAgent
- Creating a Person contact record in FreeAgent
- Mapping address and contact information automatically
Scenario blueprint
Scenario blueprint
The scenario blueprint is available on the Make website.
Modules used in this scenario in execution order:
- ShopWired Customer Created
- Freeagent:CreateContact
This scenario uses a webhook trigger.
This scenario uses Make app modules.
Scenario setup steps
Scenario setup steps
- Select the scenario blueprint provided with this guide
- Open it in Make
- Create a new scenario from the blueprint
- Replace any placeholder values if required
- Connect required accounts
- Turn the scenario on
- Trigger the relevant event in ShopWired
ShopWired webhook data
ShopWired webhook data
Webhook event: customer.created
Simplified payload structure:
{
"timestamp": "2024-01-01T12:00:00Z",
"event": {
"id": 12345,
"businessId": 6789,
"createdAt": "2024-01-01T12:00:00Z",
"topic": "customer.created",
"subjectType": "customer",
"subjectId": 1001,
"generator": "shopwired",
"data": {}
}
}
Required user inputs
Required user inputs
| Item | Description |
|---|---|
| FreeAgent connection authorisation | Connect your FreeAgent account in Make.com |
| Webhook URL configuration | Add the generated Make webhook URL to the ShopWired customer created event |
Recommendations
Recommendations
- Ensure the FreeAgent connection has permission to create contacts
- Test the scenario using a real customer creation in ShopWired
- Confirm that required customer fields such as first name and last name are populated
- This scenario creates Person contacts only
- This scenario does not update existing contacts
- Any additional field mapping must be configured in Make
- Custom modifications are outside ShopWired support scope
