Do everything in one place
Customize your freee会計 and Insightly integration with the following
triggers and actions.
Triggers
When this happens…
Insightly
- New contactNew contact in Insightly
- New organisationNew organisation in Insightly
- Updated contactUpdated contact in Insightly
- Updated opportunityUpdated opportunity in Insightly
- Updated organisationUpdated organisation in Insightly
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
Insightly
- Custom actionCustom action in Insightly (Custom)
- Add note to opportunityAdd note to opportunity in Insightly
- Create contactCreate contact in Insightly
- Create eventCreate event in Insightly
- Create opportunityCreate opportunity in Insightly
- Create organisationCreate organisation in Insightly
- Get user by IDGet user by ID in Insightly
- Search contacts BatchSearch contacts in Insightly
- Search pipelines BatchSearch pipelines in Insightly
- Search users BatchSearch users in Insightly
- Update contactUpdate contact in Insightly
- Update opportunityUpdate opportunity in Insightly
Any other action you can think up
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