Free Agent is a leading platform for intelligent workflow automation and business process management.
Combine its powerful automation capabilities with Relevance AI's agent builder to create adaptive, intelligent solutions that transform your business operations.
Free Agent excels at streamlining complex business processes through automation. Relevance AI enhances this by enabling sophisticated AI agents that can handle advanced workflows while adapting to changing business needs.
Seamless Workflow Orchestration
Agents can effortlessly coordinate complex tasks across multiple systems.
Dynamic Data Insights
Agents can analyze real-time data to provide actionable insights instantly.
Enhanced Customer Engagement
Agents can deliver personalized interactions that boost customer satisfaction.
Relevance AI gives you access to Free Agent's intelligent workflow capabilities within your AI agent automations.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Free Agent account
- A Relevance AI account with access to your workspace
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your FreeAgent accounting data. Relevance AI handles API operations (like GET, POST, PUT, DELETE) in the background—so you don't have to worry about authentication tokens, request formatting, or rate limits.
Built-in validation and data transformation ensure your workflows run smoothly when working with invoices, expenses, and other financial data.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the FreeAgent + Relevance AI integration without writing code:
- Organize your FreeAgent data: Keep your accounts, contacts, and invoices well-structured and up-to-date.
- Use API endpoints wisely: Choose the appropriate HTTP methods (GET, POST, PUT) for your specific needs.
- Authenticate properly: Ensure OAuth credentials are correctly configured and permissions are set.
- Monitor responses: Check status codes and response bodies to verify successful API calls.
- Handle rate limits: Space out requests and implement proper error handling for API limitations.
