Connect freee and Planpoint

Both apps 51freee 24Planpoint 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
  New Floor

  Triggers when a new floor is added to a Planpoint project.

• Trigger
  New Group

  Triggers when a new Planpoint group is created.

• Trigger
  New Lead

  Triggers when a new lead is captured. Leave project empty to watch all projects.

• Trigger
  New Project

  Triggers when a new Planpoint project is created.

• Trigger
  New Unit/Space

  Triggers when a new unit or space is created.

• Trigger
  Updated Floor

  Triggers when a floor in a Planpoint project is created or changed.

• Trigger
  Updated Group

  Triggers when a Planpoint group is created or changed.

• Trigger
  Updated Project

  Triggers when a Planpoint project is created or changed.

• Trigger
  Updated Unit/Space

  Triggers when a unit or space is created or changed.

• Action
  Create Floor

  Creates a floor in a Planpoint project.

• Action
  Create Group

  Creates a Planpoint project group.

• Action
  Create Project

  Creates a Planpoint project.

• Action
  Create Unit/Space

  Creates a unit or space in a Planpoint project.

• Action
  Delete Unit/Space

  Deletes a Planpoint unit or space.

• Action
  Get Floor

  Returns one Planpoint floor by its ID.

• Action
  Get Group

  Returns one Planpoint group by its ID.

• Action
  Get Project

  Returns one Planpoint project by its ID.

• Action
  Get Unit

  Returns one Planpoint unit or space by its ID.

• Action
  List Floors

  Returns the floors of a Planpoint project.

• Action
  List Groups

  Returns your Planpoint project groups, optionally filtered by name.

• Action
  List Leads

  Returns the leads captured for a Planpoint project.

• Action
  List Projects

  Returns your Planpoint projects, optionally filtered by name or project type.

• Action
  List Units

  Returns Planpoint units, filtered by project, floor, name or bedrooms.

• Action
  Update Floor

  Updates a Planpoint floor's name or position.

• Action
  Update Group

  Updates a Planpoint group's name and website details.

• Action
  Update Project

  Updates a Planpoint project's name and website details.

• Action
  Update Unit/Space

  Updates a Planpoint unit's name, price, bedrooms or availability.

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