Salesforce integration with freee
How to Create new partners in freee from newly added Salesforce records
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create new partners in freee from newly added Salesforce records" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate freee integrations
freee actions
Nekton can use any feature that is available in freee API.
Using our advanced AI, you can easily create custom automations for freee.
Here are some typical actions you can do in your automated workflows.
Create Item
Creates a new Item.
Create Section
Creates a new Section.
Create Segment2
Creates a new Segment2.
Create Tag
Creates a new Tag.
Create Partner
Creates a new partner.
Create Segment1
Creates a new Segment1.
About freee
freee provides cloud-based accounting & HR software for SMBs in Japan to automate and simplify back-office tasks.