Integrace Capsule CRM, Hootsuite, Wild Apricot

Capsule CRM
Hootsuite
Wild Apricot
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.

Wild Apricot

Contact created or modified OKAMŽITÝ

Fires almost immediately after contact was created or modified. This is a recommended replacement for 'Contact modified (obsolete)' module.

Wild Apricot

Contact modified (obsolete)

WARNING: This trigger is obsolete, we recommend to use "Contact modified - instant" module. This trigger fires when a contact data was modified. You could select a date, from which to monitor contact modifications. If you choose some date in the past, you will get all contacts modified since that date.

Wild Apricot

Event created or modified OKAMŽITÝ

Fires when an event was either created, updated or deleted.

Wild Apricot

Event registration created or modified OKAMŽITÝ

Fires when event registration is created, updated, canceled or deleted. Also fires on RSVP response.

Wild Apricot

Invoice created (obsolete)

Warning: this module is obsolete. Use "Invoice created or modified" instead. This trigger fires when a new invoice is created in your Wild Apricot account

Wild Apricot

Invoice created or modified OKAMŽITÝ

Fires when invoice is created, modified, voided or deleted.

Wild Apricot

New audit log item created

This trigger fires when a new audit log item created. Records does not contain detailed information about related documents. If you need more details, please use 'Get audit log item details' module.

Wild Apricot

Payment created or modified OKAMŽITÝ

Fires when payment is created, updated, canceled or deleted.

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.

Wild Apricot

Clone event

Clone existing event.

Wild Apricot

Create contact

This module creates new contact record in your Wild Apricot account.

Wild Apricot

Create event

Create new event in your organization account.

Wild Apricot

Create event registration

Create new event registration (register existing contact)

Wild Apricot

Create event registration type

Create event registration type.

Wild Apricot

Create invoice

Create new invoice

Wild Apricot

Delete contact

Delete existing contact in your Wild Apricot account.

Wild Apricot

Delete event

Delete event and all related objects: reg types, registrations.

Wild Apricot

Delete event registration

Delete event registration.

Wild Apricot

Delete event registration type

Delete event registration type.

Wild Apricot

Get account details

Returns your account information and some of account settings. This module does not modify data.

Wild Apricot

Get audit log item details

Get audit log item details. Provides more information when 'new audit log items' trigger.

Wild Apricot

Get contact details

Retrieve information about specific member or contact.

Wild Apricot

Get event details

Retrieve event details.

Wild Apricot

Get event registration details

Retrieve information about specific event registration.

Wild Apricot

Get invoice details

Retrieve invoice details, including order lines.

Wild Apricot

Check-in event attendee

Mark event attendee as checked-in, or remove check-in flag.

Wild Apricot

Make an API Call

Performs an arbitrary authorized API call.

Wild Apricot

Update contact

Update existing contact record in your Wild Apricot account.

Wild Apricot

Update event

Update existing event.

Wild Apricot

Update event registration

Update existing event registration.

Wild Apricot

Update event registration type

Update event registration type.

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).

Wild Apricot

Get event registrations

Get list of all attendees for specific event.

Wild Apricot

Get event registration types

Retrieve registration types for specific event.

Wild Apricot

Get events list

Get events list

Wild Apricot

Get invoices list

Get list of invoices by criteria.

Wild Apricot

Get payment allocations

Retrieve information about payment allocations - special objects that connect payments and invoices

Wild Apricot

Get payments list

Get list of payments by criteria.

Wild Apricot

Search contacts

Retrieve contacts list.