Do everything in one place
Customize your Capsule CRM and freee会計 integration with the following
triggers and actions.
Triggers
When this happens…
Capsule CRM
- New opportunityNew opportunity in Capsule CRM
- New organizationNew organization in Capsule CRM
- New opportunity from a specific partyNew party opportunity in Capsule CRM
- New personNew person in Capsule CRM
Any other trigger you can think up
Actions
Do this…
Capsule CRM
- Add opportunityAdd opportunity to Capsule CRM
- Add organizationAdd organization to Capsule CRM
- Add personAdd person to Capsule CRM
- Search organizations Batchsearch organizations in Capsule CRM
- Search people Batchsearch people in Capsule CRM
- Update opportunityUpdate opportunity to Capsule CRM
- Update organizationUpdate organization to Capsule CRM
- Update personUpdate person to Capsule CRM
Any other action you can think up
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
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