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I need an automation specialist to recreate Harvest invoices in FreeAgent using Zapier or Make.com. The workflow must create in FreeAgent an invoice once I send one to a client via Harvest. To my understanding it's possible to do that but the invoice created in FreeAgent will be a draft. I need to move each FreeAgent invoice from Draft to Sent/Open without re-emailing the client, so invoices do not need to be raised twice for client billing and accounting reconciliation. This is an ongoing automation that runs once a month for around 20 invoices per month. I need a sensible estimated monthly cost to run it. Relevant experience includes Webhooks by Zapier or [login to view URL]'s Custom API Request module, FreeAgent API OAuth and invoice transition endpoints, and Harvest integrations. In your proposal, recommend Zapier or [login to view URL] for this API request and explain why. Include examples of similar custom API workflows you have built. WORKFLOW REQUIREMENTS Trigger on new or submitted invoices in Harvest. Create a FreeAgent draft invoice with mapped contact information, line items, amounts, and tax rates. I am happy to manually create clients and tasks if needed in FreeAgent. Match each Harvest client to an existing FreeAgent contact ID, or create a contact when none exists. Use a secondary HTTP/API request to transition the invoice from Draft to Sent without sending an email. Test partial payments, multiple line items, and discounts. Provide a brief handover covering management of the API connection. IMPORTANT FreeAgent's native integration modules create Draft invoices only. The workflow must use the FreeAgent API transition endpoint to mark an invoice as sent silently: PUT [login to view URL]:id/transitions/mark_as_sent. Please ensure before applying: - You will need to check that the above workflow is correct, because I generated it with AI. - Check that the work can be done - it is also possible that FreeAgent API wont allow for it - Provide estimate of your cost and of any ongoing cost I might need to pay for the automation - Not an urgent work
Project ID: 40732676
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67 freelancers are bidding on average $119 USD for this job

Hello, With my technical proficiency and extensive experience in PHP, I have successfully developed and implemented multiple automation workflows utilizing APIs, including your preferred tools Zapier and Make.com. I've previously built similar custom API workflows that link invoice systems, making me a perfect match for your project. A notable example includes integrating a CRM to an accounting system for sales commissions automation. As we delve into your project, I'll ensure the seamless transition of invoices from Harvest to FreeAgent without the need for re-emailing the clients. Utilizing the FreeAgent API's transition endpoint, I'll efficiently mark the invoices as 'Sent' while running crucial tests on partial payments, multiple line items, and discounts. My meticulous approach will also be reflected in creating and mapping client information accurately. Lastly, client satisfaction means everything to me. In addition to creating and deploying the workflow, I'll provide you with a detailed handover for managing the API connection. With me on-board, you not only secure a proficient developer but also someone who understands the importance of clear communication, on-time delivery and long-term support. Let's elevate your invoicing efficiency together! Thanks!
$130 USD in 3 days
8.6
8.6

Hi there, I see you're looking to automate invoice creation from Harvest to FreeAgent using Zapier or Make.com. Given that FreeAgent's native integration only creates draft invoices, I recommend using Zapier because it allows for smoother integrations with webhooks and API transitions, facilitating your requirement to mark invoices as sent without unnecessary duplicate billing. I have experience implementing Custom API workflows to ensure the transition of invoices from draft to sent seamlessly. This includes establishing webhooks in response to new invoices in Harvest and managing API requests for FreeAgent. I can help you set up this monthly automation effectively at a competitive cost. Happy to discuss the details and suggest the best technical approach. Regards, Ali
$30 USD in 1 day
6.5
6.5

With a rich background in API Integration, Automation, PHP, and Software Architecture, I am thrilled to present myself as the best candidate to handle your Automate Harvest Invoice Creation project. During my seven-year career as a website developer, I have tackled similar tasks demanding the comprehensive use of APIs like FreeAgent and complex integrations akin to that between FreeAgent and Harvest. While technically formidable, your envisaged workflow - possible only with FreeAgent's API- is my preferred route because of its unique ability to mark invoices as 'sent silently.' This endpoint lends itself perfectly to your need for avoiding repetitive actions while guaranteeing client billing accuracy and accounting reconciliation.
$50 USD in 1 day
5.8
5.8

Hello Sir, I have already worked on many **cryptocurrency trading systems, automated trading platforms, and exchange API integration projects**. I can also show you demos of my previous work. I am a full-time freelancer with **17+ years of experience** in software development, trading automation, and financial API integrations. My relevant experience includes: * Cryptocurrency trading platforms * Binance and Bybit API integration * MT4 and MT5 trading automation * C#-based copy trading software * Arbitrage trading systems (Binance ↔ Bybit) * Automated order execution (Buy/Sell/Square Off) * Portfolio and position management * Margin and risk management features * Real-time market data integration * Trading bots and strategy automation I have already developed a **C#-based Copy Trading Software** where trades from a master account are automatically copied to multiple child accounts. I have also built **arbitrage trading systems** between Binance and Bybit using their official APIs. In addition, I have developed trading platforms using **Zerodha Kite API, Alice Blue API, Angel One API, and Profitmart API**, including features such as order placement, position management, square-off, margin calculation, and automated trading execution. I have also implemented strategy automation using **AmiBroker CSV integration**. I can start working immediately and deliver a secure, scalable, and reliable trading solution based on your requirements. Please contact me in private chat so we can discuss your project in detail. I will be happy to show you **live demos and examples of my previous trading projects**. Looking forward to working with you. Thanks & Regards, Sanjay
$250 USD in 2 days
5.2
5.2

Hi, Your project doesn't need someone who simply follows the brief. It needs someone who understands what you're trying to achieve and figures out how to get you there. That's how I approach projects. Before writing code or jumping into execution, I want to understand the problem, the goal, and what success actually looks like for your business. I've spent the last several years turning business problems into working digital products, leading developers and designers, managing projects from idea to delivery, and delivering 40+ web and mobile projects. Do I know everything? Absolutely not. But I know how to solve problems. If I don't have the answer, I'll find it. I'll research, learn, test, ask the right questions, and keep working until we have a solution. And once I'm on board: It's our business. Our problem. Our responsibility. I'll give you my honest opinion, challenge ideas when I see a better approach, and never agree just for the sake of keeping things comfortable. I work with clients because I care about building things that succeed. If you're looking for someone who will take ownership rather than simply complete tasks, I'd be happy to learn more about what you're building.
$196 USD in 2 days
1.1
1.1

Hello, I can assist right away. I understand the main goals and will ensure the final result that matches your expectations. I am a reliable freelancer with 10+ years of experience in PHP, API Integration and I helped many clients in the past. Visit my profile to check my latest work and reviews from past clients. Looking forward to working with you, connect in chat. Regards, Olusoji
$30 USD in 7 days
0.0
0.0

Hi, I’m Kenneth, a full-stack developer experienced with APIs, webhooks, automation, OAuth, and custom integrations. I understand you need Harvest invoices automatically recreated in FreeAgent, with the invoice created as a draft and then transitioned to Sent/Open without triggering another client email. I checked the current FreeAgent API documentation: invoices are created as Draft, and FreeAgent does provide the exact `mark_as_sent` transition endpoint you specified. I’d recommend **Zapier** for this workflow because Webhooks by Zapier supports custom PUT requests, while Zapier can also handle Harvest triggers and the FreeAgent connection. I’ll first validate the transition behavior in a test account, then build contact matching/creation, invoice and line-item mapping, tax/discount handling, duplicate protection, and partial-payment testing. Q : Can you provide access to your Harvest and FreeAgent test/working accounts so I can first verify that the `mark_as_sent` transition behaves as required without sending an email before building the recurring automation? I’ll also provide the expected monthly Zapier cost for roughly 20 invoices and a short handover covering OAuth/API maintenance. Best regards, Kenneth Smalley
$150 USD in 2 days
0.0
0.0

Hi, Harvest invoices must reach FreeAgent as Sent/Open without duplicate client emails, so the API transition step needs validating first. My AI automation experience fits this custom workflow; I’d use Make for flexible HTTP/API handling and lower-volume monthly execution, then test line items, discounts, taxes, and partial payments. Do you already have FreeAgent API credentials and Make access? Let's discuss in chat to proceed further.
$140 USD in 7 days
0.0
0.0

I will build the Harvest-to-FreeAgent automation using Make com with Custom API Request modules to create draft invoices and silently transition them to Sent via FreeAgent's PUT /invoices/:id/transitions/mark_as_sent endpoint, avoiding duplicate client emails. I built a production AI agent with RAG, tools, memory, human escalation and REST integrations, which required similar API orchestration and state management. Scope includes trigger setup, field mapping, contact matching/creation, transition logic, and handover docs; excludes ongoing maintenance or FreeAgent client/task setup. Can you confirm if FreeAgent contact IDs are stable or if we should use email/name matching for lookup?
$194 USD in 4 days
0.0
0.0

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