Connect freee and Vitally

Both apps 51freee 24Vitally 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
  Customer Created

  Triggers when a new account (customer) is created in Vitally.

• Trigger
  Custom Object Instance Created

  Triggers when a new instance of a custom object is created.

• Trigger
  Custom Object Instance Updated

  Triggers when an instance of a custom object is created or updated.

• Trigger
  Note Created

  Triggers when a new note is created in Vitally.

• Trigger
  NPS Response Created

  Triggers when a new NPS response is recorded in Vitally.

• Trigger
  Organization Created

  Triggers when a new organization is created in Vitally.

• Trigger
  Project Created

  Triggers when a new project is created in Vitally.

• Trigger
  Task Created

  Triggers when a new task is created in Vitally.

• Action
  Create Account

  Creates an account (customer) in Vitally, identified by your own external ID.

• Action
  Create Note

  Creates a note on an account or organization in Vitally.

• Action
  Create NPS Response

  Records an NPS survey response from a user in Vitally.

• Action
  Create Organization

  Creates an organization in Vitally, identified by your own external ID.

• Action
  Create Project From Template

  Creates a project for an account or organization from a project template.

• Action
  Create Task

  Creates a task on an account or organization in Vitally.

• Action
  Find a Customer

  Returns a account by its Vitally ID or external ID.

• Action
  Find a Custom Object Instance

  Finds a custom object instance by ID, external ID, linked account or a custom field value.

• Action
  Find a Note

  Returns a note by its Vitally ID or external ID.

• Action
  Find a Organization

  Returns a organization by its Vitally ID or external ID.

• Action
  Find a Task

  Returns a task by its Vitally ID or external ID.

• Action
  Find a Teammate

  Finds a Vitally team member by email address.

• Action
  Find a User

  Finds a user by email address, external ID or email domain.

• Action
  Get Account Health Scores

  Returns an account's health score and its breakdown.

• Action
  Update Customer Traits

  Updates the name or traits of a account in Vitally; traits are merged with existing ones.

• Action
  Update Organization Traits

  Updates the name or traits of a organization in Vitally; traits are merged with existing ones.

• Action
  Update Project Status

  Changes a project's status in Vitally.

• Action
  Update Task

  Updates a task in Vitally, for example to reassign or complete it.

• Action
  Update User Traits

  Updates the name or traits of a user in Vitally; traits are merged with existing ones.

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