Connect freee and HelpCrunch

Both apps 51freee 24HelpCrunch 27

• 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
  Chat Assignee Updated

  Triggers when a HelpCrunch chat is assigned to a different agent.

• Trigger
  Chat Closed

  Triggers when a HelpCrunch chat is closed.

• Trigger
  Chat Status Updated

  Triggers when a HelpCrunch chat's status changes.

• Trigger
  Customer Email Updated

  Triggers when a HelpCrunch customer's email changes.

• Trigger
  Customer Tags Updated

  Triggers when a HelpCrunch customer's tags change.

• Trigger
  Customer Unsubscribed

  Triggers when a HelpCrunch customer unsubscribes.

• Trigger
  New Chat Created

  Triggers when a new chat is created in HelpCrunch.

• Trigger
  New Customer Created

  Triggers when a new customer is created in HelpCrunch.

• Action
  Add Customer Event

  Records a custom event against a HelpCrunch customer.

• Action
  Assign Chat

  Assigns a HelpCrunch chat to an agent.

• Action
  Create Chat

  Creates a HelpCrunch chat with a customer.

• Action
  Delete Customer

  Deletes a HelpCrunch customer.

• Action
  Find Chats

  Finds HelpCrunch chats whose field matches a value, such as the customer email or status.

• Action
  Find Customer

  Finds HelpCrunch customers whose field matches a value, such as by email.

• Action
  Get Chat

  Returns one HelpCrunch chat by ID.

• Action
  Get Customer

  Returns one HelpCrunch customer by ID.

• Action
  Get Organization

  Returns the HelpCrunch organization and whether the team is online.

• Action
  List Agents

  Returns the agents in the HelpCrunch account.

• Action
  List Applications

  Returns the HelpCrunch applications (website widget, mobile apps and messenger channels).

• Action
  List Chat Messages

  Returns the messages of a HelpCrunch chat, newest first.

• Action
  List Departments

  Returns the HelpCrunch departments and their agents.

• Action
  Send Message

  Posts a message or private note into a HelpCrunch chat.

• Action
  Snooze Chat

  Snoozes a HelpCrunch chat until a time.

• Action
  Tag Customer

  Adds tags to a HelpCrunch customer; unknown tags are created.

• Action
  Untag Customer

  Removes tags from a HelpCrunch customer.

• Action
  Update Chat Department

  Moves a HelpCrunch chat to a department.

• Action
  Update Chat Status

  Changes a HelpCrunch chat's status, such as closing it.

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