Sync client records between systems
When contact details are updated in Sansan, automatically sync the customer record in freee to maintain clean billing profiles.
4.9/5 on G2·
Google for Startups Accelerator
How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Sansan Explore Sansan →
TriggersFires when a new lead or contact is created in Sansan.
Fires when a deal moves to a new stage in Sansan.
Fires when a deal is marked won in Sansan.
Fires when a field on a contact changes in Sansan.
Creates or updates a contact in Sansan.
Creates a new deal in Sansan.
Moves a deal to a new stage in Sansan.
Logs a call, email, or note against a record in Sansan.
freee Explore freee →
TriggersFires when a new invoice is created in freee.
Fires when a payment is recorded in freee.
Fires when an invoice in freee passes its due date unpaid.
Fires when a new expense is recorded in freee.
Creates a new invoice in freee.
Records a payment against an invoice in freee.
Creates a new expense entry in freee.
Syncs a customer's billing record in freee.
More Sansan + freee workflows
Turn closed deals into client invoices
When a deal is marked won in Sansan, automatically create an invoice in freee so billing can start without delay.
See details
Update deal status when payments arrive
When a payment is received in freee, automatically update the deal stage in Sansan to keep sales reps informed of account standing.
See details
See all Sansan + freee integrations → · Browse the full workflow library →
Common questions
Can Knit build “Sync client records between systems” between Sansan and freee?
Yes — describe it in the box above and Knit's Integrations Agent researches Sansan and freee's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does linking freee and Sansan streamline the sales-to-finance handoff?
Closing a deal in Sansan can instantly create an invoice in freee, eliminating manual keying and speeding up revenue collection.
Can payment notifications in freee update deal stages in Sansan?
Yes, when a customer settles an invoice in freee, the corresponding deal stage in Sansan can automatically update to reflect a completed transaction.