Integrate Customerly with Freee

Send information between Customerly and Freee automatically, without writing any code, using Zoho Flow.

Build your own integrations between Customerly and Freee

Connect Customerly and Freee with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Customerly and Freee using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Invoice added

Triggers when a new invoice is added for the selected company

Partner added

Triggers when a new partner is created

Transaction added

Triggers when a new transaction is added for the selected company

Item added

Triggers when a new item is added under the selected company

All Actions - Actions are the automated tasks

Create or update lead

Creates or updates a lead

Send message

Sends a message to the specified email address

Create or update user

Creates or updates a user

Fetch user

Fetches the details of an existing user by email address

Fetch lead

Fetches the details of an existing lead by email address

Create item

Creates a new item under the selected company

Create partner

Creates a new partner for the selected company

Create invoice

Creates a new invoice for the selected company

Create transaction

Creates a new transaction for the selected company

Update partner

Updates the details of an existing partner

Fetch supplier by ID

Fetches the details of an existing supplier by ID

Fetch account item by ID

Fetches the details of an existing account item by ID

Fetch tax by code

Fetches the details of a tax by code

Fetch tag by ID

Fetches a tag by ID

Fetch company by ID

Fetches the details of an existing company by ID

Fetch tag by name

Fetches a tag by name

Fetch account item by name

Fetches the details of an existing account item by name

Fetch item by ID

Fetches the details of an existing item by ID

Fetch walletable account by ID

Fetches the details of a walletable account by ID

Fetch department by ID

Fetches the details of an existing department by ID

Fetch supplier by name

Fetches the details of an existing supplier by name

What is Customerly?

Customerly is live chat software that lets you create templated emails, set up marketing sales funnels, and add qualifying automated questions before conversations.

What is Freee?

Freee is a cloud-based accounting and HR software that simplifies key tasks such as accounting, settlement, management analysis, and departmental income and expenditure management.

Accounting HR

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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CEO, OpIndia

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CEO, Fabricroot

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Technical and Operations Head, TruAct

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