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 contact
    New contact in Insightly
  • New organisation
    New organisation in Insightly
  • Updated contact
    Updated contact in Insightly
  • Updated opportunity
    Updated opportunity in Insightly
  • Updated organisation
    Updated 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 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

Insightly
  • Custom action
    Custom action in Insightly (Custom)
  • Add note to opportunity
    Add note to opportunity in Insightly
  • Create contact
    Create contact in Insightly
  • Create event
    Create event in Insightly
  • Create opportunity
    Create opportunity in Insightly
  • Create organisation
    Create organisation in Insightly
  • Get user by ID
    Get user by ID in Insightly
  • Search contacts Batch
    Search contacts in Insightly
  • Search pipelines Batch
    Search pipelines in Insightly
  • Search users Batch
    Search users in Insightly
  • Update contact
    Update contact in Insightly
  • Update opportunity
    Update opportunity in Insightly
  • Any other action you can think up

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