Connect freee and VaultRE

Both apps 40freee 24VaultRE 16

• 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 Enquiry

  Triggers when a new enquiry arrives in the VaultRE holding area.

• Trigger
  New or Updated Contact

  Triggers when a VaultRE contact is created or modified.

• Trigger
  New Property Listing (Sales)

  Triggers when a residential sale property in VaultRE becomes a listing.

• Action
  Add Contact Note

  Adds a text note to a VaultRE contact.

• Action
  Create Contact

  Creates a new contact in VaultRE with a name, company, email and mobile number.

• Action
  Create Enquiry in Holding Area

  Submits a listing or agent enquiry into the VaultRE holding area, where the office can process it into a contact.

• Action
  Delete Contact

  Deletes a VaultRE contact by its ID.

• Action
  Get Contact

  Returns one VaultRE contact by its ID, including name, company and email addresses.

• Action
  Get Enquiry

  Returns one enquiry from the VaultRE holding area by its ID.

• Action
  Get Residential Sale Property

  Returns one VaultRE residential sale property by its ID.

• Action
  List Contacts

  Returns a page of VaultRE contacts, optionally only those modified since a date.

• Action
  List property offers

  Returns the property offers in your VaultRE account, optionally filtered to one sale listing, lease listing or contact.

• Action
  List residential lease properties

  Returns residential lease properties in the VaultRE account, optionally filtered by status, dates, suburbs, staff and other criteria.

• Action
  List residential sale properties

  Returns residential sale properties in your VaultRE account, optionally filtered by status, modification date, suburb, branch, staff and more.

• Action
  List tasks

  Returns tasks for the VaultRE account or a user, optionally filtered by start date, creation date, assignee and completion status.

• Action
  Update Contact

  Updates a VaultRE contact's name, company or email address.

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