Connect Convirza and freee

Both apps 49Convirza 25freee 24

• Trigger
  New Call

  Triggers when a new tracked call is recorded.

• Action
  Add group

  Creates a new group (organizational unit) in your Convirza account under the parent group you choose.

• Action
  Add phone number

  Orders (purchases) a phone number from a carrier and reserves it in your Convirza inventory, returning the new number's id.

• Action
  Add SMS broadcast

  Creates an SMS broadcast that sends a message to selected contacts or contact lists, immediately or at a scheduled time.

• Action
  Delete group

  Deletes a group (organizational unit) in Convirza. The group's history is kept, but it no longer appears in active views.

• Action
  Delete SMS broadcast

  Cancels a scheduled SMS broadcast so it is not sent. Fails if the broadcast is scheduled within the next 15 minutes or has already been sent.

• Action
  Delete User

  Deletes a user.

• Action
  Find phone numbers

  Searches for phone numbers available to order or provision, by area code, exchange, digit pattern or rate center.

• Action
  Get AI voice agent

  Returns the full configuration of one AI voice agent, including its prompt, greeting, voice, phone number and knowledge base.

• Action
  Get Call

  Returns one tracked call, with its caller, campaign, routing and disposition details.

• Action
  Get group

  Returns the details of a single group (organizational unit), including its name, parent group, address and industry.

• Action
  Get Group Tree

  Returns the organization's group hierarchy.

• Action
  Get SMS broadcast

  Returns the details of one SMS broadcast, including its message, tracking number, recipients and next scheduled run.

• Action
  Get User

  Returns one user by ID.

• Action
  List Ad Sources

  Returns the advertising sources campaigns can be attributed to.

• Action
  List AI voice agents

  Returns the AI voice agents configured in the account, optionally filtered by status, group or search text.

• Action
  List Calls

  Returns tracked calls matching a date range and optional campaign, group, disposition and caller filters.

• Action
  List groups

  Returns the sub-groups under your organization's group (or a chosen parent group), optionally filtered by name or status.

• Action
  List media prompts

  Returns the call flow audio recordings (prompts, whispers and voicemails) available to a group and its parent groups.

• Action
  List phone numbers

  Returns the tracking phone numbers provisioned in your Convirza account, optionally filtered by area code, exchange or number pattern.

• Action
  List SMS broadcasts

  Returns SMS broadcasts with their status and delivery counts, optionally filtered by name, sender, status or date range (last 7 days by default).

• Action
  List SMS Conversations

  Returns SMS conversation threads, filterable by date range and search text.

• Action
  List Users

  Returns users in a group and its sub-groups, filterable by name, email and role.

• Action
  Update group

  Updates only the supplied details of an existing group (organizational unit), such as its name, address or industry.

• Action
  Update user

  Updates an existing Convirza user, changing only the details you fill in (name, email, role, status, group, ring-to number and permissions).

• 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.