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Integrace COVID-19, Capsule CRM, Zoho Invoice
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!
Triggers when a case is created, updated or deleted.
Checks if a new case was created.
Checks if a new opportunity was created.
Checks if a new party was created.
Checks if a new task was created.
Triggers when an opportunity is created, updated or deleted.
Triggers when a party is created, updated or deleted.
Triggers when a task is created, updated or deleted.
Triggers when a contact is created or updated.
Triggers when an estimate is created or updated.
Triggers when an expense is created or updated.
Trigger when an invoice is created or updated.
Triggers when an item is created or updated.
Triggers when a project is created.
Returns the total number of cases, deaths, and cured, optionally filter by a province or county.
Returns the total number of cases, deaths, and cured globally.
Adds an person or organisation as an additional contact to the case.
Adds an person or organisation as an additional contact to the opportunity
Creates a new case.
Creates a new party, opportunity or case custom field.
Creates a new opportunity milestone.
Creates a new entry.
Creates a new opportunity.
Creates a new party.
Defines a new party, opportunity or case tag.
Creates a new task.
Creates a new task category.
Applies a track definition to a case or opportunity to create a track.
Deletes a specific case.
Removes a custom field from your capsule account
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.
Removes an entry from the capsule account and any associated attachments.
Deletes a specific opportunity.
Deletes a specific party.
Removes a tag from the capsule account. NOTE that this will remove the tag from any parties, opportunities and cases it was assigned to.
Deletes a specific task.
Removes a category from your capsule account. Any tasks under this category will be retained but will become uncategorized.
Removes a track and related tasks from case or opportunity.
Performs an arbitrary authorized API call.
Removes that person or organisation as an additional contact of the case.
Removes a party or organisation as an additional contact of the opportunity.
Shows a specific case
Shows a specific custom field.
Shows a specific milestone.
Shows a specified note, email or the details of a completed party task.
Returns a specific opportunity.
Shows a specific person or organisation.
Shows a specific tag.
Shows a specific task.
Shows a specific task category.
Shows a specific track.
Updates an existing case
Updates the details of a party, opportunity or case field definition.
Updates the name, description or probability of a milestone.
Updates the content of notes and emails.
Updates an existing opportunity
Updates an existing party. Fields that are not included in the request will remain unchanged.
Updates the details of a party, opportunity or case tag.
Updates an existing task.
Allows to rename or change the colour of the task category.
Updates basic details about a track.
Creates a contact with given information.
Creates a contact person for contact.
Creates a new credit note.
Creates a new expense category.
Creates an estimate for your customer.
Creates a billable or non-billable expense.
Creates an invoice for your customer.
Creates a new item.
Creates a new payment.
Creates a new price list.
Creates a new project.
Creates a new recurring expense.
Creates a new recurring invoice.
Delete an existing Contact.
Delete an existing contact person.
Deletes an existing credit note.
Deletes an existing estimate.
Deletes an existing expense.
Delete an existing invoice. Invoices which have payment or credits note applied cannot be deleted.
Deletes an existing item. Items that are part of a transaction cannot be deleted.
Deletes an existing payment.
Deletes a price list.
Deletes an existing project.
Deletes an existing recurring expense.
Deletes an existing recurring invoice.
Deletes a task added to a project.
Deetes a logged time entry.
Email a credit note.
Emails an invoice to the customer. Input json string is not mandatory. If input json string is empty, mail will be send with default mail content.
Get details of a contact.
Get the details of a contact person.
Gets details of an existing credit note.
Get the details of an estimate.
Gets the detail of the expense.
Gets the details of an invoice.
Fetches details of an existing item.
Gets the details of an existing payment.
Fetches the details of an existing price list.
Gets the details of a project.
Gets the details of the recurring expense.
Gets the details of a recurring invoice.
Gets details of a time entry.
Logs time entries.
Performs an arbitrary authorized API call.
Mark a contact as active or inactive.
Marks a contact person as primary for contact.
Marks a draft estimate as send, accepted or declined.
Marks a invoice as sent, void, or draft.
Marks an item as active or inactive.
Marks project as active or inactive.
Stops or resumes an active recurring invoice.
Refunds credit note amount.
Refund the excess amount paid by the customer.
Update an existing contact. To delete a contact person remove it from the contact persons list.
Update details of an existing contact person.
Update details of an existing credit note.
Updates an existing estimate. To delete a line item just remove it from the line items list.
Update an existing expense.
Updates an existing invoice. To delete a line item just remove it from the line items list.
Updates the details of an existing item.
Updates an existing payment information.
Updates an existing Price List.
Updates details of a project.
Updates an exsiting recurring expense.
Updates a recurring invoice.
Updates the details of an existing task.
Updates logged time entry.
Returns the total numbers of cases, deaths and cured for each province or optionally for each county.
Returns a list of countries or provinces by a specific order.
Returns the number of cases, deaths, and cured globally for a specified time in the past.
Returns the number of cases, deaths, and cured, optionally filter by a province or county, for a specified time in the past.
Lists additional parties related to specific case.
Lists additional parties related to specific opportunity.
Lists all cases.
Lists all custom fields.
Lists all deleted cases.
Lists all deleted opportunities.
Lists all parties that have been deleted from capsule since the date specified in the since parameter.
Lists all employees linked to specific organisation.
Lists notes, emails and completed tasks for parties, cases and opportunities.
Lists notes, emails and the details of completed party tasks in descending order starting with the most recent entry date first.
Lists all milestones.
Lists all opportunities.
Lists all opportunities associated with the specific party.
Lists all parties.
Lists all tags for either party, opportunity or case.
Lists all task categories.
Lists all tasks.
Lists track definitions with the option to filter for only the track definitions for cases or opportunities.
Lists tracks for a specific case or opportunity.
Searches for cases. This will return the same results as the global search inside Capsule.
Searches for opportunities. This will return the same results as the global search inside Capsule.
Searches for parties. This will return the same results as the global search inside Capsule.
Allows to load a list of cases by providing their unique ids.
Returns a list of opportunities, specified by the opportunityIds provided.
Allows to load a list of parties by providing their unique ids.
Lists all contact persons with pagination.
Lists all contacts with pagination.
Lists all the credit notes.
Lists all estimates with pagination.
List Expense categories along with pagination.
List all the expenses with pagination.
Lists all invoices with pagination.
Gets the list of all active items with pagination.
Lists all the refunds pertaining to an existing customer payment.
Lists all the payments made by your customer.
Gets the list of all the price lists with pagination.
Lists all projects with pagination.
Lists all the expenses with pagination.
Lists the details of all recurring invoices.
Lists all time entries with pagination.