Connect Affinity and freee

Both apps 44Affinity 20freee 24

• Trigger
  Field Value Changes

  Triggers when a field value is added, updated or removed in Affinity.

• Trigger
  New List

  Triggers when a new list is created in Affinity.

• Trigger
  New List Entry

  Triggers when a new entry is added to an Affinity list.

• Trigger
  New Opportunity

  Triggers when a new opportunity is added in Affinity.

• Trigger
  New Organization

  Triggers when a new organization is added in Affinity.

• Trigger
  New Person

  Triggers when a new person is added in Affinity.

• Action
  Add field value

  Sets the value of a field on a list entry (a row on an Affinity list), such as a status dropdown, number, date, text, person or company field.

• Action
  Add reminder

  Creates a one-time or recurring reminder in Affinity for a person, company or opportunity, assigned to an internal user.

• Action
  Delete opportunity

  Deletes an opportunity in Affinity.

• Action
  Delete person

  Deletes a person from Affinity. Internal people in your organization cannot be deleted.

• Action
  Find a List Entry

  Finds an entry on an Affinity list by the name, email or domain of its person, organization or opportunity.

• Action
  Find an Organization

  Finds Affinity organizations by name or domain and returns the best match.

• Action
  Find a Person

  Finds Affinity persons by name or email address and returns the best match.

• Action
  Find opportunities

  Finds opportunities whose name contains the text you give, returning the first match and all matches.

• Action
  Get an Opportunity

  Returns one Affinity opportunity by ID, with its name and the list it belongs to.

• Action
  Get an Organization

  Returns one Affinity organization (company) by ID, with its name and domains.

• Action
  Get a Person

  Returns one Affinity person by ID, with their name and email addresses.

• Action
  List lists

  Returns the lists in your Affinity workspace that you can view, optionally filtered by name.

• Action
  Update field value

  Sets the value of a single field on a list entry (row) in an Affinity list, replacing its current value.

• Action
  Update opportunity

  Renames an existing opportunity in Affinity.

• Trigger
  New manual journal

  Triggers when a new manual journal (振替伝票) is created in the selected freee company.

• Trigger
  Unsettled Deal

  Triggers when a new unsettled income or expense deal (取引) appears in the selected freee company.

• Action
  Add account item

  Creates a new account item (勘定科目) in a freee Accounting company and returns the created account item.

• Action
  Add deal

  Creates an income or expense deal (取引) in a freee company, with its line items and, optionally, the payments that settle it.

• Action
  Add manual journal

  Creates a manual journal (振替伝票) in a freee company, with balanced debit and credit lines.

• Action
  Add transfer

  Creates a transfer (口座振替) in a freee company, moving money from one bank account, credit card or wallet to one or more other accounts.

• Action
  Create Item

  Creates a new item (品目) in a freee company, which can then be selected on deals and other transactions.

• Action
  Create Partner

  Creates a new partner (取引先) — a customer or supplier — in a freee company, for use on deals and invoices.

• Action
  Create Tag

  Creates a new memo tag (メモタグ) in a freee company, which can then be attached to deal and transfer line items.

• Action
  Delete deal

  Deletes an income or expense deal (取引) from a freee company.

• Action
  Get deal

  Returns one income or expense deal (取引) in a freee company, including its detail lines, payments, renewals and attached receipts.

• Action
  Get partner

  Returns one partner (取引先) of a freee company by its id, including contact, address, bank account and payment-term settings.

• Action
  Get Section

  Returns a single section (department) of a freee company by its id, including its name, official name, shortcuts and availability.

• Action
  Get Tag

  Returns one memo tag (メモタグ) in a freee company by its id, including its name, shortcuts and last update date.

• Action
  Get Transfer

  Returns one transfer (振替) between accounts in a freee company, including its destination account lines.

• Action
  List account items

  Returns the account items (勘定科目) defined for a freee company, optionally filtered by keyword or update date.

• Action
  List companies

  Returns every freee company (事業所) the connected user belongs to, with each company's id, name, display name, company number and the user's role there.

• Action
  List deals

  Returns the income and expense deals (取引) recorded in a freee company, optionally filtered by partner, account item, settlement status, type, dates or remaining amount.

• Action
  List items

  Returns the items (品目) registered in a freee company, including items marked as not in use. Optionally limited to items updated within a date range.

• Action
  List manual journals

  Returns the manual journals (振替伝票) of a freee company, optionally filtered by date, account item, amount, partner, item, section, segment tags, comments, adjustment type or journal number.

• Action
  List partners

  Returns the partners (取引先) registered in a freee company, optionally filtered by keyword or last-updated date. Archived partners are not included.

• Action
  List walletables

  Returns the company's walletables — bank accounts, credit cards and other payment accounts such as cash — optionally with balances and sync status.

• Action
  Update deal

  Updates an existing income or expense deal (取引) in freee Accounting, replacing its dates, partner, reference number, line items and attached receipts.

• Action
  Update partner

  Updates an existing partner (取引先) in freee Accounting. Only the details you fill in are changed; everything else keeps its current value.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.