Integrace Capsule CRM, Hootsuite, Harvest

Capsule CRM
Harvest
Hootsuite
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.

Hootsuite

Watch Messages OKAMŽITÝ

Watch changes to a message's state.

Harvest

Watch Clients

Triggers when a new client is created.

Harvest

Watch Contacts

Triggers when a new contact is created.

Harvest

Watch Invoices

Triggers when a new invoice is created.

Harvest

Watch Projects

Triggers when a new project is created.

Harvest

Watch Tasks

Triggers when a new task is created.

Harvest

Watch Time Entries

Triggers when a new time entry is created.

Harvest

Watch Users

Triggers when a new user is created.

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.

Hootsuite

Add a Member To a Team

Adds a member to a team.

Hootsuite

Create an Organization Member

Invites someone to become a Hootsuite user in the given organizations.

Hootsuite

Create a Team

Creates a team in an organization.

Hootsuite

Delete a Message

Deletes a message.

Hootsuite

Get a Media's Upload Status

Retrieves the status of a media upload to Hootsuite.

Hootsuite

Get a Member's Organization Permissions

Retrieves an organization member’s permissions for the organization.

Hootsuite

Get a Member's Social Profile Permissions

Retrieves an organization member’s permissions for a social profile.

Hootsuite

Get a Message

Retrieves a message associated to a single social profile.

Hootsuite

Get an Organization Member

Retrieves an organization member.

Hootsuite

Get a Social Profile

Retrieves a social media profile of the authenticated member.

Hootsuite

Get a Team

Retrieves a team with a given team ID.

Hootsuite

Get a Team Member's Permissions

Retrieves team member's team permissions.

Hootsuite

Make an API Call

Performs an arbitrary authorized API call.

Hootsuite

Remove an Organization Member

Removes a member from an organization.

Hootsuite

Upload a Media

Uploads media to an Amazon S3 Upload URL.

Harvest

Create a Client

Creates a new client.

Harvest

Create a Contact

Creates a new contact.

Harvest

Create a free-form Invoice

Creates a new invoice.

Harvest

Create an Expense

Creates a new expense.

Harvest

Create an Invoice Payment

Creates a invoice payment.

Harvest

Create a Project

Creates a new project.

Harvest

Create a Task

Creates a new task.

Harvest

Create a Time Entry

Creates a new time entry.

Harvest

Create a User

Creates a new user. Admin permissions required.

Harvest

Create Invoice Line Item

Adds new line item to specific invoice.

Harvest

Delete a Client

Deletes an existing client.

Harvest

Delete a Contact

Deletes an existing contact.

Harvest

Delete an Expense

Deletes an existing expense.

Harvest

Delete an Invoice

Deletes an existing invoice.

Harvest

Delete a Project

Deletes a project and any time entries or expenses tracked to it. However, invoices associated with the project will not be deleted. If you don’t want the project’s time entries and expenses to be deleted, you should archive the project instead.

Harvest

Delete a Task

Deletes an existing task.

Harvest

Delete a Time Entry

Deletes an existing time entry.

Harvest

Delete a User

Deletes an existing user. Deleting a user is only possible if they have no time entries or expenses associated with them. Admin permissions required.

Harvest

Delete Invoice Line Item

Deletes line item on specific invoice.

Harvest

Edit a Client

Edits an existing client.

Harvest

Edit a Contact

Edits an existing contact.

Harvest

Edit an Expense

Edits an existing expense.

Harvest

Edit an Invoice

Edits and existing invoice.

Harvest

Edit a Project

Edits an existing project.

Harvest

Edit a Task

Edits an existing task.

Harvest

Edit a Time Entry

Edits an existing time entry.

Harvest

Edit a User

Edits an existing user. Admin permissions required.

Harvest

Edit Invoice Line Item

Edits line item on existing invoice.

Harvest

Get a Client

Retrieves information about specific client.

Harvest

Get a Contact

Retrieves information about specific contact.

Harvest

Get an Expense

Retrieves information about specific expense.

Harvest

Get an Invoice

Retrieves information about specific invoice.

Harvest

Get a Project

Retrieves information about specific project.

Harvest

Get a Task

Retrieves information about specific task.

Harvest

Get a Task Assignment

Retrieves information about specific task assignment.

Harvest

Get a Time Entry

Retrieves information about specific time entry.

Harvest

Get a User

Retrieves information about specific user. Admin permissions required.

Harvest

Get a User Assignment

Retrieves information about specific user assignment.

Harvest

Make an API Call

Performs an arbitrary authorized API call.

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.

Hootsuite

List a Member's Organizations

Retrieves the organizations that the member is in.

Hootsuite

List a Member's Social Profiles

Retrieves the organization's social profiles that an organization member can access.

Hootsuite

List a Member's Teams

Retrieves the teams an organization member is in.

Hootsuite

List My Organizations

Retrieves the authenticated member's organizations.

Hootsuite

List My Social Profiles

Retrieves the authenticated member's social media profiles.

Hootsuite

List Organization Members

Retrieves the members in an organization

Hootsuite

List Organization Teams

Retrieves a list of teams for a given organization.

Hootsuite

List Outbound Messages

Retrieves messages that are scheduled or were previously sent.

Hootsuite

List Social Profiles

Retrieves the social profiles that the authenticated member has access to.

Hootsuite

List Social Profile Teams

Retrieves a list of teams with access to a social media profile.

Hootsuite

List Team Members

Retrieves the members in a team.

Hootsuite

List Team's Social Profiles

Retrieves the organization's social profiles that an organization team can access.

Hootsuite

Schedule a Message

Schedules a message to send on one or more social profiles (except Pinterest).

Harvest

List Clients

Returns a list of your clients.

Harvest

List Contacts

Returns a list of your contacts.

Harvest

List Expenses

Returns a list of your expenses.

Harvest

List Invoices

Returns a list of your invoices.

Harvest

List Payments

List all payments for an invoice.

Harvest

List Projects

Returns a list of your projects.

Harvest

List Task Assignments

Retrieves a list of your task assignments.

Harvest

List Tasks

Returns a list of your tasks.

Harvest

List Time Entries

Returns a list of your time entries.

Harvest

List User Assignments

Retrieves a list of your user assignments.

Harvest

List Users

Returns a list of your users. Admin permissions required.