Do everything in one place

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

Triggers

When this happens…

PeopleDoc
  • New event Real-time
    New event in object in PeopleDoc
  • 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

PeopleDoc
  • Custom action
    Custom action in (Custom)
  • Create record
    Create record in PeopleDoc
  • Get record
    Get record in PeopleDoc
  • Search records
    Search records in PeopleDoc
  • Update record
    Update record in PeopleDoc
  • Upload file
    Upload a file in PeopleDoc
  • Any other action you can think up

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