To setup your FreeAgent app in Cobalt for OAuth, you will need the following credentials from your FreeAgent Developer account:
  • Client ID
  • Client Secret

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Pre-requisites

  1. FreeAgent Developer account. You can create one here.
If you haven’t already created an app in FreeAgent, you’d need to create one.

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Creating an app in FreeAgent

To create a FreeAgent app and acquire the above mentioned credentials, please follow the steps mentioned below:
  1. Log in to your FreeAgent Developer account.
  2. Click on the My Apps icon in the top nav bar and select Create New App button.
Navigation for App setup
  1. Enter the App Name and Description for your application.
  2. Go to your Apps catalog in Cobalt > Search for FreeAgent > Settings > Use your credentials > Callback Url > Copy it.
  3. Paste the Callback URL under OAuth Redirect URIs during app creation and click on the Create App button.
  4. Copy the OAuth identifier(Client ID) and Secret(Client Secret) from the OAuth secrets section.
Ensure that the Secret is copied as it will be displayed only once.
Getting Credentials

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Configuring credentials in Cobalt

App settings page lets you configure the authentication settings for an OAuth 2.0 based application. For your customers to provide you authorization to access their data, they would first need to install your application. This page lets you set up your application credentials. Setting up application client credentials Provide the acquired Client ID and Client Secret under Settings of the app and save it.

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Actions and triggers

Once the above setup is completed, you can create orchestrations of your use-cases using FreeAgent actions and triggers. Following are the set of FreeAgent actions and triggers supported by Cobalt.
  1. List Bank Accounts - List all bank accounts in FreeAgent.
  2. Create Bank Account - Create a new bank account in FreeAgent.
  3. Update Account - Update an account in FreeAgent.
  4. Delete Account - Delete an account in FreeAgent.
  1. Create Bill - Create a new bill in FreeAgent.
  2. List Bills - List all bills in FreeAgent.
  3. Update Bill - Update a bill in FreeAgent.
  4. Delete Bill - Delete a bill in FreeAgent.
  1. ** List Invoice** - List all invoices in FreeAgent.
  2. Create Invoice - Create an invoice in FreeAgent.
  3. Update Invoice - Update an invoice in FreeAgent.
  1. List Transactions - List all transactions in FreeAgent.
  1. Get Balance Sheet - Get a balance sheet in FreeAgent.
  1. Get a Company - Get a company in FreeAgent.
  1. HTTP Request - Make HTTP API calls to any FreeAgent documented REST APIs.
  2. List Projects - List all projects in FreeAgent.