Connect freee and Sure Send

Both apps 50freee 24Sure Send 26

• 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 Appointment

  Triggers when a new appointment is created in Sure Send.

• Trigger
  New Call

  Triggers when a new call is logged in Sure Send.

• Trigger
  New Company

  Triggers when a new company is created in Sure Send.

• Trigger
  New Email

  Triggers when an email is sent or received in Sure Send.

• Trigger
  New Lead Assigned

  Triggers when a person is assigned to the chosen user in Sure Send.

• Trigger
  New Note

  Triggers when a new note is added in Sure Send.

• Trigger
  New Person

  Triggers when a new person is created in Sure Send.

• Trigger
  New Task

  Triggers when a new task is created in Sure Send.

• Trigger
  Person Stage Updated

  Triggers when a person's pipeline stage changes in Sure Send; optionally only when they move into one stage.

• Trigger
  Tag Added to Contact

  Triggers once when the chosen tag is added to a person in Sure Send.

• Trigger
  Updated Person

  Triggers when a person is created or updated in Sure Send.

• Action
  Add Tags to Person

  Adds one or more tags to an existing person in Sure Send.

• Action
  Create Appointment

  Creates an appointment for a person in Sure Send.

• Action
  Create Call

  Logs a phone call with a person in Sure Send.

• Action
  Create Company

  Creates a company in Sure Send.

• Action
  Create Note

  Adds a note to a person in Sure Send.

• Action
  Create Person

  Creates a new person (contact or lead) in Sure Send. People are deduplicated by email.

• Action
  Create Task

  Creates a follow-up task for a person in Sure Send.

• Action
  Find Company

  Finds the first company in Sure Send matching a name, email or phone.

• Action
  Find or Create Company

  Looks up a company in Sure Send by name and creates it only if no match exists, so you never get duplicates.

• Action
  Find or Create Person

  Looks up a person in Sure Send by email or phone and creates them only if no match exists, so you never get duplicates.

• Action
  Find Person

  Finds the first person in Sure Send matching an email, phone or name.

• Action
  Find Stage

  Finds a pipeline stage in Sure Send by its name.

• Action
  Find Task

  Finds the most recent task for a person in Sure Send.

• Action
  Update Company

  Updates an existing company in Sure Send; only the fields you supply change.

• Action
  Update Person

  Updates an existing person in Sure Send. Tags, emails and phones you supply are merged with the existing ones.

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