Integrace Capsule CRM, EngageBay, Google Sheets

Capsule CRM
EngageBay
Google Sheets
Vyzkoušejte Integromat ZDARMA
Integromat je pro běžné použití zdarma.

Co je to Integromat?

GmailWatch emailsGoogle SheetsAdd a rowGmailIterate attachmentsRouterFacebookCreate a postArchiveCreate an archiveDropboxUpload a fileDocuments onlyImages onlyKdyž přijde nový emailPřidej řádek do sheetuZpracuj přílohyjednu po druhé ...Nahraj fotky na zeďZazipuj dokumentyNahraj archiv

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

Capsule CRM

Watch Cases OKAMŽITÝ

Triggers when a case is created, updated or deleted.

Capsule CRM

Watch new Cases

Checks if a new case was created.

Capsule CRM

Watch new Opportunities

Checks if a new opportunity was created.

Capsule CRM

Watch new Parties

Checks if a new party was created.

Capsule CRM

Watch new Tasks

Checks if a new task was created.

Capsule CRM

Watch Opportunities OKAMŽITÝ

Triggers when an opportunity is created, updated or deleted.

Capsule CRM

Watch Parties OKAMŽITÝ

Triggers when a party is created, updated or deleted.

Capsule CRM

Watch Tasks OKAMŽITÝ

Triggers when a task is created, updated or deleted.

EngageBay

Watch Companies Updates

Triggers when some company is updated.

EngageBay

Watch Contacts Updates

Triggers when some contact is updated.

EngageBay

Watch Deals Updates

Trigger when some deal is updated.

EngageBay

Watch New Companies

Triggers when new company is created.

EngageBay

Watch New Contacts

Triggers when new contact is added.

EngageBay

Watch New Deals

Triggers when new deal is added.

EngageBay

Watch New Tasks

Triggers when new task is added.

EngageBay

Watch Tasks Updates

Triggers when some task is updated.

Google Sheets

Perform a Function OKAMŽITÝ

Receives data passed to the function INTEGROMAT used in a sheet. Sheets Add-On required.

Google Sheets

Watch Changes OKAMŽITÝ

Triggers when a cell is updated. Watches only changes made in Google Sheet app. Sheets Add-On required.

Google Sheets

Watch Rows

Watches for new rows.

Akce

Capsule CRM

Add an Additional Party in Case

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

Capsule CRM

Add an Additional Party in Opportunity

Adds 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

Deletes a specific case.

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

Deletes a specific opportunity.

Capsule CRM

Delete a Party

Deletes a specific party.

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

Deletes a specific task.

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

Removes a track and related tasks from case or opportunity.

Capsule CRM

Make an API Call

Performs an arbitrary authorized API call.

Capsule CRM

Remove an Additional Party in Case

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

Capsule CRM

Remove an Additional Party in Opportunity

Removes a party or organisation as an additional contact of the opportunity.

Capsule CRM

Show a Case

Shows a specific case

Capsule CRM

Show a Custom Field

Shows a specific custom field.

Capsule CRM

Show a Milestone

Shows a specific milestone.

Capsule CRM

Show an Entry

Shows 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

Shows a specific person or organisation.

Capsule CRM

Show a Tag

Shows a specific tag.

Capsule CRM

Show a Task

Shows a specific task.

Capsule CRM

Show a Task Category

Shows a specific task category.

Capsule CRM

Show a Track

Shows a specific track.

Capsule CRM

Update a Case

Updates an existing case

Capsule CRM

Update a Custom Field

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

Capsule CRM

Update a Milestone

Updates the name, description or probability of a milestone.

Capsule CRM

Update an Entry

Updates the content of notes and emails.

Capsule CRM

Update an Opportunity

Updates an existing opportunity

Capsule CRM

Update a Party

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

Capsule CRM

Update a Tag

Updates 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.

EngageBay

Add a Contact to a Form

Adds contact to a form.

EngageBay

Add a Contact to a Sequence

Adds a contact to a sequence.

EngageBay

Add Tags to Contact

Adds one or more tags to contact.

EngageBay

Create a Company

Creates a company.

EngageBay

Create a Contact

Creates a contact.

EngageBay

Create a Deal

Creates a deal.

EngageBay

Create a Task

Creates a task.

EngageBay

Create a Track

Creates new track.

EngageBay

Delete a Company

Deletes a company.

EngageBay

Delete a Contact

Deletes single contact from account.

EngageBay

Delete a Deal

Deletes a deal.

EngageBay

Delete a Task

Deletes a task.

EngageBay

Delete a Track

Deletes a track.

EngageBay

Delete Tags From a Contact

Removes one or more tags from contact.

EngageBay

Get a Company

Gets a company.

EngageBay

Get a Contact

Gets contact by ID.

EngageBay

Get a Deal

Gets single deal.

EngageBay

Get a Task

Gets a task.

EngageBay

Get a Track

Gets a track by ID.

EngageBay

Make an API Call

Performs an arbitrary authorized API call.

EngageBay

Update a Company

Updates a company.

EngageBay

Update a Contact

Updates contact info.

EngageBay

Update a Task

Updates a task.

EngageBay

Update a Track

Updates a track.

Google Sheets

Add a Row

Appends a new row to the bottom of the table.

Google Sheets

Add a Sheet

Adds a new sheet.

Google Sheets

Clear a Cell

Cleares a specific cell.

Google Sheets

Clear a Row

Clears values from a specific row.

Google Sheets

Create a Spreadsheet

Creates a new spreadsheet.

Google Sheets

Delete a Row

Deletes a specific row.

Google Sheets

Delete a Sheet

Deletes a specific sheet.

Google Sheets

Get a Cell

Gets a specific cell.

Google Sheets

Make an API Call

Performs an arbitrary authorized API call.

Google Sheets

Perform a Function - Responder

Returns processed data as a result of the INTEGROMAT function. Sheets Add-On required.

Google Sheets

Update a Cell

Updates a specific cell.

Google Sheets

Update a Row

Updates a row.

Vyhledávače

Capsule CRM

List Additional Parties in Case

Lists additional parties related to specific case.

Capsule CRM

List Additional Parties in Opportunity

Lists additional parties related to specific opportunity.

Capsule CRM

List Cases

Lists all cases.

Capsule CRM

List Custom Fields

Lists all custom fields.

Capsule CRM

List Deleted Cases

Lists all deleted cases.

Capsule CRM

List Deleted Opportunities

Lists all deleted opportunities.

Capsule CRM

List Deleted Parties

Lists all parties that have been deleted from capsule since the date specified in the since parameter.

Capsule CRM

List Employees

Lists all employees linked to specific organisation.

Capsule CRM

List Entries

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

Capsule CRM

List Entries by Date

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

Capsule CRM

List Milestones

Lists all milestones.

Capsule CRM

List Opportunities

Lists all opportunities.

Capsule CRM

List Opportunities by Party

Lists all opportunities associated with the specific party.

Capsule CRM

List Parties

Lists all parties.

Capsule CRM

List Tags

Lists all tags for either party, opportunity or case.

Capsule CRM

List Task Categories

Lists all task categories.

Capsule CRM

List Tasks

Lists all tasks.

Capsule CRM

List Track Definitions

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

Capsule CRM

List Tracks

Lists tracks for a specific case or opportunity.

Capsule CRM

Search Cases

Searches for cases. This will return the same results as the global search inside Capsule.

Capsule CRM

Search Opportunities

Searches for opportunities. This will return the same results as the global search inside Capsule.

Capsule CRM

Search Parties

Searches for parties. 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.

EngageBay

List Companies

Lists all companies.

EngageBay

List Contacts

Gets list of all contacts.

EngageBay

List Deals

Lists deals by track or from default track.

EngageBay

List Owners

Gets list of all owners.

EngageBay

List Tasks

Lists all tasks.

EngageBay

List Tracks

Gets list of all tracks.

Google Sheets

Get Range Values

Gets a range content.

Google Sheets

List Sheets

Gets a list of all sheets in a spreadsheet.

Google Sheets

Search Rows

Returns results matching the given criteria.

Google Sheets

Search Rows (Advanced)

Returns results matching the given criteria. This module doesn't return a row number.