freee会計 and Workflow Max integrations and automations

Do everything in one place

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

Triggers

When this happens…

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

Workflow Max
  • Create contact
    Create Contact in WorkflowMax
  • Get all suppliers
    Get all suppliers in WorkflowMax
  • Get client details by UUID
    Get client details by UUID in WorkflowMax
  • Get contact details by UUID
    Get Contact by UUID in WorkflowMax
  • Get current invoices
    Get current invoices in WorkflowMax
  • Get current quotes
    Get current quotes in WorkflowMax
  • Get invoice by number
    Get invoice details by invoice number in WorkflowMax
  • Get inovice payments
    Get payments of invoice in WorkflowMax
  • Get job invoices
    Get list of invoices for a specific job in WorkflowMax
  • Get quote by number
    Get quote details by quote number in WorkflowMax
  • Get supplier contact by UUID
    Get supplier contact by UUID in WorkflowMax
  • Get supplier details by UUID
    Get supplier by UUID in WorkflowMax
  • Search clients
    Search clients in WorkflowMax
  • Search invoices
    Search invoices for given date range in WorkflowMax
  • Search quotes
    Search issued quotes for given date range inWorkflowMax
  • Update contact
    Update Contact by UUID in WorkflowMax

    • Any other action you can think up

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