Integrace Capsule CRM, Front, Salesforce, Office 365 Excel, Rebrandly, Evernote

Capsule CRM
Evernote
Office 365 Excel
Rebrandly
Salesforce
Front
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 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.

Front

Watch Events OKAMŽITÝ

Triggers when an event by your rules is occured in the inboxes of your company.

Salesforce

Sledovat objekty

Spustí se, pokud bude upraven stávající objekt nebo přidán nový objekt.

Office 365 Excel

Sledovat řádky na listu

Spustí se pokud bude na listu vytvořen nový řádek.

Office 365 Excel

Sledovat řádky v tabulce

Spustí se pokud bude v tabulce vytvořen nový řádek.

Rebrandly

Watch New Branded Link

Checks whether new branded links has been created.

Rebrandly

Watch New Click

Checks whether Branded Links have received new clicks.

Evernote

Sledovat poznámky

Spustí se, pokud byla vytvořena nebo aktualizována poznámka ve vybraném zápisníku.

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

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.

Front

Add Contacts into Group

Adds a list of contacts in the requested group.

Front

Add Note to Contact

Adds a new note to a contact.

Front

Add Teammates to Inbox

Adds teammates to an inbox. The selected teammates must not already have access to the inbox and must be in the team that owns the inbox. Teammates cannot be added to private inboxes.

Front

Add Teammates to Team

Adds teammates to a team as a member.

Front

Create Comment

Adds a comment to a conversation.

Front

Create Contact

Creates a new contact for the default team.

Front

Create Contact Group

Creates a new contact group in the default team.

Front

Create Channel

Creates a custom channel linked to the requested inbox.

Front

Create Inbox

Creates a team inbox.

Front

Create Message

Sends a new message from a channel. It will create a new conversation.

Front

Delete Contact

Deletes a contact.

Front

Delete Contact Group

Deletes a contact group. Will not delete the contacts in this group.

Front

Delete Teammates from Inbox

Removes teammates from a team. Selected teammates must currently have access to the inbox to be removed. Teammates cannot be removed from private inboxes.

Front

Delete Teammates from Team

Removes teammates from a team. Removing teammates will also remove them from inboxes owned by the team.

Front

Get Comment

Fetches the information of a comment.

Front

Get Contact

Fetches the information of a contact.

Front

Get Conversations

Fetches the information of a conversation.

Front

Get Channel

Fetches the information of a channel.

Front

Get Inbox

Fetches the information of an inbox.

Front

Get Message

Fetches the information of a message.

Front

Get Response

Fetches the information of an individual response.

Front

Get Rule

Fetches the definition of a rule.

Front

Get Tag

Fetches the information of a tag.

Front

Get Team

Fetches the details of a team.

Front

Get Teammate

Fetches the information of a teammate.

Front

Make an API Call

Performs an arbitrary authorized API call.

Front

Reply Message

Replies to a conversation by sending a message and appending it to the conversation.

Front

Update Contact

Updates a contact information.

Front

Update Conversation

Updates a conversation.

Front

Update Channel

Updates the settings of an only custom channel.

Front

Update Teammate

Updates the information of a teammate.

Salesforce

Upravit objekt

Upraví již existující objekt.

Salesforce

Smazat objekt

Smaže existující objekt.

Salesforce

Získat položky objekt

Získá všechny položky daného objektu podle jeho ID, nebo podle zadaných kritérií.

Salesforce

Vyhledat objekty

Vyhledá objekty odpovídající zadanému výrazu.

Salesforce

Poslat API požadavek

Vytvoří vlastní API požadavek. Modul Vám umožní vytvořit vlastní API požadavek využívající již existující spojení.

Salesforce

Vytvořit nový objekt

Vytvoří nový objekt.

Office 365 Excel

Načíst data

Načte data v zadaném rozsahu.

Office 365 Excel

Přidat list

Přidá nový list do souboru.

Office 365 Excel

Přidat nový řádek

Přidá nový řádek na list.

Office 365 Excel

Přidat řádek tabulky

Přidá nový řádek tabulky.

Office 365 Excel

Přidat tabulku

Přidá novou tabulku.

Rebrandly

Attach Script

Attaches a script to a branded short link.

Rebrandly

Attach Tag

Attaches a tag to a branded short link.

Rebrandly

Create Link

Creates a new branded short link.

Rebrandly

Create Script

Creates a new script.

Rebrandly

Create Tag

Creates a new tag.

Rebrandly

Delete Link

Deletes a branded short link.

Rebrandly

Delete Script

Deletes a script.

Rebrandly

Delete Tag

Deletes a tag.

Rebrandly

Detach Script

Detaches a script from a branded short link.

Rebrandly

Detach Tag

Detaches a tag from a branded short link.

Rebrandly

Get Domain

Returns a domain.

Rebrandly

Get Link

Returns a branded short link.

Rebrandly

Get Script

Returns a script.

Rebrandly

Get Tag

Returns a tag.

Rebrandly

Make an API Call

Performs an arbitrary authorized API call.

Rebrandly

Update Link

Updates a branded short link.

Rebrandly

Update Script

Updates a script.

Rebrandly

Update Tag

Updates a tag.

Evernote

Vytvořit poznámku

Evernote

Aktualizovat poznámku

Evernote

Přidat obsah do poznámky

Evernote

Smazat poznámku

Evernote

Hledat poznámky

Evernote

Sdílet poznámku

Evernote

Získat poznámku

Načte poznámku s daným ID.

Evernote

Vytvořit zápisník

Iterátory

Evernote

Načíst přílohy poznámky

Načte přílohy poznámky, aby s nimi bylo možné dále pracovat.

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.

Front

List Comments

Lists all the comments written in a conversation in reverse chronological order (newest first).

Front

List Contact Groups

Lists all the contact groups

Front

List Contacts

Lists all the contacts.

Front

List Conversations

Lists all the conversations in your company in reverse chronological order (most recently updated first).

Front

List Channels

Lists all the channels.

Front

List Inboxes

Lists all the inboxes.

Front

List Responses

Lists the responses in your company.

Front

List Rules

Lists all the rules.

Front

List Tags

Lists all the tags

Front

List Teammates

Lists the teammates in our company.

Front

List Teams

Lists the teams in your company.

Rebrandly

List Domains

Returns all domains in a given workspace.

Rebrandly

List Links

Returns all branded short links in a given workspace.

Rebrandly

List Link Scripts

Lists all scripts of a branded short link.

Rebrandly

List Link Tags

Lists all tags of a branded short link.

Rebrandly

List Scripts

Returns all scripts in a given workspace.

Rebrandly

List Tags

Returns all tags in a given workspace.

Rebrandly

List Workspaces

Returns all workspaces.