Integrace Knack, Capsule CRM, Beds24, Stripe, Freshsales

Beds24
Freshsales
Knack
Stripe
Capsule CRM
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Integromat automatizuje procesy, které děláte ručně. Propojuje aplikace, přenáší a transformuje data. To vše neustále 24 hodin denně, bez nutnosti Vašeho zásahu. Pouze nastavte, co má dělat a nechte ho pracovat za Vás. Šetřete svůj čas!

Spouštěče

Knack

New event OKAMŽITÝ

Triggers when a new record is created, updated or deleted.

Knack

Watch Records

Triggers when a new record is added.

Capsule CRM

Watch new Cases

Check if new Case was created.

Capsule CRM

Watch new Opportunities

Check if new Opportunity was created.

Capsule CRM

Watch new Parties

Check if new Party was created.

Capsule CRM

Watch new Tasks

Check if new Task was created.

Beds24

Watch Bookings

Watches for bookings.

Stripe

Watch events OKAMŽITÝ

Triggers when a specified event happens.

Freshsales

Watch new Accounts

Checks if new account was created.

Freshsales

Watch new Appointments

Checks if new appointment was created.

Freshsales

Watch new Contacts

Checks if new contact was created.

Freshsales

Watch new Deals

Checks if new deal was created.

Freshsales

Watch new Leads

Checks if new lead was created.

Freshsales

Watch new Sales activities

Checks if new Sales activity was created.

Akce

Knack

Create a Record

Creates a new record.

Knack

Delete a Record

Deletes a record specified by its ID.

Knack

Get a Record

Returns details about a record specified by its ID.

Knack

Update a Record

Updates a record specified by its ID.

Knack

Upload a File

Uploads a file or image.

Capsule CRM

Add an Additional Party in Case

Add an person or organisation as an additional contact to the case.

Capsule CRM

Add an Additional Party in Opportunity

Add an person or organisation as an additional contact to the opportunity

Capsule CRM

Create a Case

Creates a new case.

Capsule CRM

Create a Custom Field

Creates a new party, opportunity or case custom field.

Capsule CRM

Create a Milestone

Creates a new opportunity milestone.

Capsule CRM

Create an Entry

Creates a new entry.

Capsule CRM

Create an Opportunity

Creates a new opportunity.

Capsule CRM

Create a Party

Creates a new party.

Capsule CRM

Create a Tag

Defines a new party, opportunity or case tag.

Capsule CRM

Create a Task

Creates a new task.

Capsule CRM

Create a Task Category

Creates a new task category.

Capsule CRM

Create a Track

Applies a Track definition to a case or opportunity to create a track.

Capsule CRM

Delete a Case

Fully delete the specific case from Capsule.

Capsule CRM

Delete a Custom Field

Removes a custom field from your capsule account

Capsule CRM

Delete a Milestone

Removes a Milestone from the capsule account. You cannot delete a Milestone while it is still being used on an Opportunity. First you need to update the Milestone on all such Opportunities.

Capsule CRM

Delete an Entry

Removes an entry from the capsule account and any associated attachments.

Capsule CRM

Delete an Opportunity

Fully delete a specific opportunity from capsule.

Capsule CRM

Delete a Party

Fully delete the specific party from capsule.

Capsule CRM

Delete a Tag

Removes a tag from the capsule account. NOTE that this will remove the tag from any parties, opportunities and cases it was assigned to.

Capsule CRM

Delete a Task

Fully delete the specific task from capsule.

Capsule CRM

Delete a Task Category

Removes a category from your capsule account. Any tasks under this category will be retained but will become uncategorized.

Capsule CRM

Delete a Track

Remove track and related tasks from case or opportunity.

Capsule CRM

Remove an Additional Party in Case

Remove that person or organisation as an additional contact of the case.

Capsule CRM

Remove an Additional Party in Opportunity

Remove that person or organisation as an additional contact of the opportunity.

Capsule CRM

Show a Case

Show a specified case

Capsule CRM

Show a Custom Field

Show a specified custom field.

Capsule CRM

Show a Milestone

Show a specific milestone.

Capsule CRM

Show an Entry

Show a specified note, email or the details of a completed party task.

Capsule CRM

Show an Opportunity

Returns a specific opportunity.

Capsule CRM

Show a Party

Show a specified person or organisation.

Capsule CRM

Show a Tag

Show a specific tag.

Capsule CRM

Show a Task

Show a specific task.

Capsule CRM

Show a Task Category

Show a specific Task Category.

Capsule CRM

Show a Track

Show a specific track.

Capsule CRM

Update a Case

Updates an existing case

Capsule CRM

Update a Custom Field

Update the details of a party, opportunity or case field definition.

Capsule CRM

Update a Milestone

Update the name, description or probability of a milestone.

Capsule CRM

Update an Entry

Update the content of notes and emails.

Capsule CRM

Update an Opportunity

Updates an existing opportunity

Capsule CRM

Update a Party

Update an existing party. Fields that are not included in the request will remain unchanged.

Capsule CRM

Update a Tag

Update the details of a party, opportunity or case tag.

Capsule CRM

Update a Task

Updates an existing Task.

Capsule CRM

Update a Task Category

Allows to rename or change the colour of the task category.

Capsule CRM

Update a Track

Updates basic details about a track.

Stripe

Cancel a payout

Cancels a previously created payout.

Stripe

Capture a charge

Capture the payment of an existing, uncaptured, charge.

Stripe

Create a charge

Creates a charge.

Stripe

Create a payout

To send funds to your own bank account, you create a new payout object.

Stripe

Create a refund

Creates a new refund.

Stripe

Make an API Call

Performs an arbitrary authorized API call.

Stripe

Retrieve a balance transaction

Retrieves the balance transaction with the given ID.

Stripe

Retrieve a customer

Retrieves the details of an existing customer.

Stripe

Retrieve a charge

Retrieves the details of a charge that has previously been created.

Stripe

Retrieve an invoice

Retrieves the invoice with the given ID.

Stripe

Retrieve a payout

Retrieves the details of an existing payout.

Stripe

Retrieve a refund

Retrieves the details of an existing refund.

Stripe

Retrieve balance

Retrieves the current account balance.

Stripe

Update a charge

Updates the specified charge by setting the values of the parameters passed.

Stripe

Update a payout

Updates the specified payout by setting the values of the parameters passed.

Stripe

Update a refund

Updates the specified refund by setting the values of the parameters passed.

Freshsales

Convert a Lead

Converts a lead to a contact.

Freshsales

Create a Contact

Creates a new contact.

Freshsales

Create a Deal

Creates a new deal.

Freshsales

Create a Lead

Creates a new lead.

Freshsales

Create a Manual Call Log

Creates a manual call log for new or existing lead/contact or an existing account.

Freshsales

Create an Account

Creates a new account.

Freshsales

Create an Appointment

Creates a new appointment.

Freshsales

Create a Note

Creates a note for specific object.

Freshsales

Create a Sales activity

Creates new Freshsales activity.

Freshsales

Create a Task

Creates a new task.

Freshsales

Delete a Contact

Deletes a specific contact.

Freshsales

Delete a Deal

Deletes a specific deal.

Freshsales

Delete a Lead

Deletes a specific lead.

Freshsales

Delete an Account

Deletes a specific account.

Freshsales

Delete an Appointment

Deletes a specific appointment.

Freshsales

Delete a Note

Deletes a specific note.

Freshsales

Delete a Sales activity

Deletes a specific Freshsales activity.

Freshsales

Delete a Task

Deletes a specific Task.

Freshsales

Update a Contact

Updates information of specific contact.

Freshsales

Update a Deal

Updates information of a specific deal.

Freshsales

Update a Lead

Updates information of a specific lead.

Freshsales

Update an Account

Updates information of specific account.

Freshsales

Update an Appointment

Updates information of specific appointment.

Freshsales

Update a Note

Updates a specific note.

Freshsales

Update a Sales activity

Updates information of a specific Freshsales activity.

Freshsales

Update a Task

Updates a specific task.

Freshsales

View a Contact

Views details of a specific contact.

Freshsales

View a Deal

Views details of a specific deal.

Freshsales

View a Lead

Views details of a specific lead.

Freshsales

View an Account

Views details of a specific account.

Freshsales

View an Appointment

Views details of a specific appointment.

Freshsales

View a Sales activity

Views details of a specific Freshsales activity.

Freshsales

View a Task

Views details of a specific task.

Vyhledávače

Knack

Search for Records

Searches for a record.

Capsule CRM

List Additional Parties in Case

The collection of additional parties related to this case.

Capsule CRM

List Additional Parties in Opportunity

The collection of additional parties related to this opportunity.

Capsule CRM

List Cases

The collection of Cases on the Capsule account.

Capsule CRM

List Custom Fields

The collection all of custom on your Capsule account.

Capsule CRM

List Deleted Cases

The collection of deleted cases on the Capsule account.

Capsule CRM

List Deleted Opportunities

Returns a collection of deleted opportunities on the Capsule account.

Capsule CRM

List Deleted Parties

A collections of parties that have been deleted from capsule since the date specified in the since parameter.

Capsule CRM

List Employees

The collection of employees linked to this organisation.

Capsule CRM

List Entries

List notes, emails and completed tasks for parties, cases and opportunities.

Capsule CRM

List Entries by Date

List notes, emails and the details of completed party tasks in descending order starting with the most recent entry date first.

Capsule CRM

List Milestones

The collection of all the milestones on your Capsule account.

Capsule CRM

List Opportunities

The collection of opportunities on the Capsule account.

Capsule CRM

List Opportunities by Party

The collection of all opportunities associated with the given party.

Capsule CRM

List Parties

The collection of Parties on the Capsule account.

Capsule CRM

List Tags

The collection of all of tags on your Capsule account.

Capsule CRM

List Task Categories

The collection of all the task categories on your Capsule account.

Capsule CRM

List Tasks

The collection of Tasks on the Capsule account.

Capsule CRM

List Track Definitions

List track definitions with the option to filter for only the track definitions for cases or opportunities.

Capsule CRM

List Tracks

List tracks for a specified case or opportunity.

Capsule CRM

Search Cases

Search for cases on the Capsule account. This will return the same results as the global search inside Capsule.

Capsule CRM

Search Opportunities

Search for opportunities on the Capsule account. This will return the same results as the global search inside Capsule.

Capsule CRM

Search Parties

Search for parties on the Capsule account. This will return the same results as the global search inside Capsule.

Capsule CRM

Show Multiple Cases

Allows to load a list of cases by providing their unique ids.

Capsule CRM

Show Multiple Opportunities

Returns a list of opportunities, specified by the opportunityIds provided.

Capsule CRM

Show Multiple Parties

Allows to load a list of parties by providing their unique ids.

Stripe

List all balance history

Returns a list of transactions that have contributed to the Stripe account balance.

Stripe

List all customers

Returns a list of your customers.

Stripe

List all charges

Returns a list of charges you’ve previously created. The charges are returned in sorted order, with the most recent charges appearing first.

Stripe

List all line items

Retrieves the full list of line items of the invoice.

Stripe

List all payouts

Returns a list of existing payouts sent to third-party bank accounts or that Stripe has sent you.

Stripe

List all refunds

Returns a list of all refunds you’ve previously created.

Freshsales

List All Accounts

Lists all accounts on your Freshsales account.

Freshsales

List All Appointments

Lists all appointments on your Freshsales account.

Freshsales

List All Contacts

Lists all contacts on your Freshsales account.

Freshsales

List All Deals

Lists all deals on your Freshsales account.

Freshsales

List All Files and Links

Lists all files and links attached to a specific lead, contact, account or deal.

Freshsales

List All Leads

Lists all leads on your Freshsales account.

Freshsales

List All Sales activities

Lists all Freshsales activities on your account.

Freshsales

List All Tasks

Lists all tasks on your Freshsales account.

Freshsales

Search Accounts

Searches through your Freshsales account for match.

Freshsales

Search Contacts

Searches through your Freshsales account for match.

Freshsales

Search Deals

Searches through your Freshsales account for match.

Freshsales

Search Leads

Searches through your Freshsales account for match.

Freshsales

Search Users

Searches through your Freshsales account for match.

Integrujte Knack, Capsule CRM, Beds24, Stripe, Freshsales s těmito službami