Do everything in one place
Customize your freee会計 and Salesforce Pardot integration with the following
triggers and actions.
Triggers
When this happens…
Salesforce Pardot
- New objectNew object in Pardot
- New/updated objectNew/updated object in Pardot
Any other trigger you can think up
Actions
Do this…
freee会計
- 見積書の作成Create 見積書 in freee会計
- Custom actionCustom action in freee会計
- 勘定科目一覧の取得Get 勘定科目一覧 in freee会計
- 事業所一覧の取得Get 事業所一覧 in freee会計
- 品目一覧の取得Get 品目一覧 in freee会計
- 取引先の取得Get 取引先 in freee会計
- 取引先一覧の取得Get 取引先一覧 in freee会計
- メモタグ一覧の取得Get メモタグ一覧 in freee会計
- 見積書の更新Update 見積書 in freee
Any other action you can think up
Salesforce Pardot
- Create objectCreate object in Pardot
- Custom actionCustom action in Pardot
- Get object detailsGet object details in Pardot
- Search objectsSearch objects in Pardot
- Update objectUpdate object in Pardot
Any other action you can think up
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