Connect freee and Gleantap

Both apps 42freee 24Gleantap 18

• 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.

• Trigger
  New Contact

  Triggers when a new contact is added in Gleantap.

• Action
  Add Contact Event

  Records an event (such as a purchase or class check-in) on a Gleantap contact.

• Action
  Add Customer

  Creates a contact (lead or customer) in Gleantap, or updates the existing contact with the same email.

• Action
  Add tag

  Creates a tag in Gleantap, or returns the existing tag when one with the same name already exists.

• Action
  Delete Contact

  Deletes a Gleantap contact (a soft delete that removes it from the dashboard, segments and sends).

• Action
  Enroll contact in flow

  Enrolls a contact into a Gleantap flow, starting the flow's steps (including its messages) for that contact. Returns the new flow run.

• Action
  Find Contact by Email

  Finds the Gleantap contact with the given email address.

• Action
  Get Contact

  Returns one Gleantap contact by its ID.

• Action
  List campaigns

  Returns the campaigns in a Gleantap workroom, optionally filtered by status or channel.

• Action
  List contacts

  Returns contacts in a Gleantap workroom, optionally filtered by email, phone, tags, lifecycle stage, location, consent or creation date.

• Action
  List segments

  Returns the segments (static and dynamic contact lists) in a Gleantap workroom, optionally filtered by type, name or creation date.

• Action
  List tags

  Returns the tags in a Gleantap workroom with how many contacts carry each one.

• Action
  Opt in contact

  Records a contact's marketing consent (opt-in) for SMS or email, with optional source and timestamp evidence. Returns the updated contact.

• Action
  Opt out contact

  Records that a Gleantap contact has opted out of SMS, email, or all marketing channels, and returns the updated contact.

• Action
  Remove contact from segment

  Removes a contact from a static segment in Gleantap.

• Action
  Send email

  Sends a single transactional or marketing email to one Gleantap contact, using a template or your own subject and body.

• Action
  Send SMS

  Sends a transactional SMS to one Gleantap contact.

• Action
  Update Customer

  Updates an existing Gleantap contact. Only the fields you fill in are changed.

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