Do everything in one place

Customize your freee会計 and Gainsight integration with the following triggers and actions.

Triggers

When this happens…

Gainsight
  • New record
    New record in Gainsight NXT
  • New records in batch
    New records in batches in Gainsight NXT
  • New updated record
    New/updated record in Gainsight NXT
  • New updated records in batch
    New/updated records in batches in Gainsight NXT
  • 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 action
    Custom 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

Gainsight
  • Create company record/s
    Create company record/s in Gainsight NXT
  • Custom action
    Custom action in Gainsight NXT
  • Get record details
    Get record details by ID in Gainsight NXT
  • Get upsert request status
    Get upsert request status in Gainsight NXT by status ID
  • Search records
    Search records in Gainsight NXT
  • Update company record/s
    Update company record/s in Gainsight NXT
  • Upsert persons in bulk
    Upsert persons in bulk in Gainsight NXT
  • Upsert person
    Upsert person in Gainsight NXT
  • Any other action you can think up

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