Connect Attio and freee

Both apps 44Attio 20freee 24

• Trigger
  List Entry Created

  Triggered when a record is added to an Attio list. Attio registers and removes the webhook automatically when the automation is turned on and off.

• Trigger
  List Entry Deleted

  Triggers when a record is removed from a list in Attio, giving you the deleted list entry's ID along with the list and the parent record it pointed at.

• Trigger
  List Entry Updated

  Triggers when a list attribute on an existing Attio list entry is changed, giving you the entry, the list, the parent record and the attribute that changed.

• Trigger
  Record Created

  Triggers when a new record is created in Attio, giving you the new record's ID and the object it belongs to.

• Trigger
  Record Deleted

  Triggers when a record is deleted in Attio, giving you the deleted record's ID and the object it belonged to.

• Trigger
  Record Updated

  Triggers when an attribute on an Attio record changes, giving you the record, the object it belongs to and the attribute that changed.

• Trigger
  Task Created

  Triggers when a new task is created in Attio, giving you the new task's ID and who created it.

• Action
  Create List Entry

  Adds a record to an Attio list as a new list entry and returns the entry.

• Action
  Create Note

  Creates a note on an Attio record and returns the new note.

• Action
  Create or Update List Entry by Parent Record

  Adds a record to an Attio list, or updates its existing entry if it is already on the list.

• Action
  Create or Update Record

  Creates a record in Attio, or updates the existing record that matches on the chosen field.

• Action
  Create Record

  Creates a new record on the chosen Attio object and returns it.

• Action
  Create Storage Location

  Attaches a folder to an Attio record — either a folder stored in Attio or one linked from Dropbox, Box, Google Drive or OneDrive.

• Action
  Create Task

  Creates a task in Attio, optionally linked to a record and assigned to a workspace member.

• Action
  Delete List Entry

  Removes an entry from an Attio list.

• Action
  Find List Entries

  Returns the entries on an Attio list.

• Action
  Find Records

  Searches records on the chosen Attio object and returns the matches.

• Action
  Update List Entry

  Updates the list-specific field values on an existing Attio list entry. Fields you leave blank are left untouched.

• Action
  Update Record

  Updates the field values on an existing Attio record. Fields you leave blank are left untouched.

• Action
  Update Task

  Updates an existing Attio task's due date, done state, linked records or assignee. Anything you leave blank stays as it is. Attio does not allow the task's text to be changed.

• 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.