Integrace HeySpace, signNow, Close CRM

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HeySpace
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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

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Watch Events OKAMŽITÝ

Watches user and document events.

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Watch Email Sequence Created / Updated OKAMŽITÝ

Triggers when an email sequence is created or updated.

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Watch Lead Status Changed OKAMŽITÝ

Triggers when an existing lead's status has been changed.

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Watch Meeting Status Changed OKAMŽITÝ

Triggers when a meeting is created, started, completed or canceled.

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Watch Membership Activated / Deactivated OKAMŽITÝ

Triggers when a new membership is activated or deactivated.

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Watch New Call Activity OKAMŽITÝ

Triggers when a new call activity is logged.

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Watch New Contact OKAMŽITÝ

Triggers when a new contact is created.

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Watch New Email Activity OKAMŽITÝ

Triggers when a new email activity is created.

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Watch New Export OKAMŽITÝ

Triggers when a new export is created.

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Watch New Inbox Item OKAMŽITÝ

Triggers when a new inbox item is created.

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Watch New Lead OKAMŽITÝ

Triggers when a new lead is created.

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Watch New Note Activity OKAMŽITÝ

Triggers when a new note activity is created.

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Watch New Opportunity OKAMŽITÝ

Triggers when a new opportunity is created.

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Watch New Smart View OKAMŽITÝ

Triggers when a new smart view is created.

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Watch New SMS Activity OKAMŽITÝ

Triggers when a new SMS activity is created.

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Watch New Task OKAMŽITÝ

Triggers when a new task is created.

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Watch Opportunity Status Changed OKAMŽITÝ

Triggers when an existing opportunity status has been changed.

Akce

HeySpace

Create a Card

Creates a card in specific list and space

HeySpace

Create a Card Comment

Creates a comment in a card

HeySpace

Create a Card List

Creates a list of cards in a specific space

HeySpace

Create a Checklist Item

Creates a checklist item in a card

HeySpace

Create a Message

Creates message in a space

HeySpace

Create a Space

Creates a space in specific workspace

HeySpace

Make an API Call

Performs an arbitrary authorized API call.

signNow

Cancel a Document Group Invite

Cancels a group invite.

signNow

Cancel an Invite

Cancels an invite to sign a document.

signNow

Create a Custom Event

Adds a custom event to the audit log.

signNow

Create a Document from a Template

Creates a new document copy from a template.

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Create a Document Group

Creates a document group from a list of documents.

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Create a Folder

Creates a Folder.

signNow

Create a Signing Link

Creates a signing link for a specific document. Signing links allow the user (recipients of the signing link) to send invites to this document on your behalf.

signNow

Create a Template

Creates a template using a document.

signNow

Delete a Document

Deletes a document.

signNow

Delete a Document Group

Deletes a document group.

signNow

Delete a Folder

Deletes a folder.

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Download a Document

Downloads a document as zip or pdf.

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Download a Document's Attachment

Downloads a file attached to the document by signer.

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Get a Document

Retrieves a document.

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Get a Document Group

Retrieves document and role information of documents in a document group.

signNow

Get a Document Group Invite

Retrieves invite action information of a group invite, including the status of each step and action.

signNow

Get a Document's Download Link

Retrieves a one-time use URL to download the document as a PDF.

signNow

Get User Information

Retrieves the details of the user.

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Make an API Call

Performs an arbitrary authorized API call.

signNow

Merge Documents

Merges existing documents into one.

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Move a Document

Moves a document to a specified folder.

signNow

Rename a Folder

Renames a folder.

signNow

Resend a Document Group Invite

Resends invite emails to those with pending invites for the group invite or to specific users.

signNow

Resend an Email Invitation

Resends your email invitation.

signNow

Send an Invite to Sign

Sends a free-form invite or a role-based invite.

signNow

Send an Invite to Sign a Document Group

Creates a multi-step invite for a document group.

signNow

Upload a Document

Uploads a document. Accepts .doc, .docx, .pdf, .xls, .xlsx, .ppt, .pptx and .png file types.

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Upload a Document With Tags

Uploads a document with signNow text tags. Only .doc, .docx, and .pdf are supported.

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Create a Contact

Creates a new contact.

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Create a Lead

Creates a new lead.

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Create an Email Activity

Creates a new email activity.

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Create an Email Sequence

Creates a new email sequence.

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Create an Export

Creates a new export.

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Create an Opportunity

Creates a new opportunity.

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Create a Note Activity

Creates a new note activity.

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Create an SMS Activity

Creates a new SMS activity.

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Create a Smart View

Creates a new smart view.

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Create a Task

Creates a new task.

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Delete a Call Activity

Deletes a call activity.

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Delete a Contact

Deletes a contact.

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Delete a Lead

Deletes a lead.

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Delete an Email Activity

Deletes an email activity.

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Delete an Opportunity

Deletes an opportunity.

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Delete a Note Acivity

Deletes a note activity.

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Delete an SMS Activity

Deletes an SMS activity.

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Delete a Smart View

Deletes a smart view.

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Delete a Task

Deletes a task.

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Export an Activity Report to CSV

Exports an activity report to the CSV file.

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Get a Call Activity

Gets a single call activity.

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Get a Contact

Gets a single contact.

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Get a Lead

Gets a single lead.

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Get a Lead Status Change Report

Gets a lead status change report for your organization.

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Get an Activity Report

Gets an activity report for your organization.

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Get an Email Activity

Gets a single email activity.

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Get an Email Sequence

Gets an existing email sequence.

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Get an Export

Gets a single export.

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Get an Opportunity

Gets a single opportunity.

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Get an Opportunity Status Change Report

Gets an opportunity status change report for your organization.

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Get a Note Activity

Gets a single note activity.

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Get an SMS Activity

Gets a single SMS activity.

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Get a Random User

Gets a random user from your organization.

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Get a Sent Emails Report

Gets a report about sent emails grouped by template for your organization.

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Get a Smart View

Gets a single smart view.

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Get a Task

Gets a single task.

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Get a User

Gets a user by ID.

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Log a Call Activity

Logs a completed call activity.

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Make an API Call

Performs an arbitrary authorized API call.

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Merge Two Leads

Merges one lead into another lead.

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Subscribe a Contact to Email Sequence

Subscribes a contact to an email sequence.

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Update a Contact

Updates a contact.

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Update a Lead

Updates a lead.

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Update an Email Sequence

Updates an existing email sequence.

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Update an Opportunity

Updates an opportunity.

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Update a Note Activity

Updates a note activity.

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Update a Phone Number

Updates a phone number.

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Update a Smart View

Updates a smart view.

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Update a Task

Updates a task.

Vyhledávače

signNow

List a Document's History

Retrieves the history of a document.

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List a Folder's Documents

Retrieves a folder's documents.

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List a Folder's Subfolders

Retrieves the subfolders of a folder.

signNow

List All Folders

Retrieves all the folders of a user.

signNow

List a User's Documents

Retrieves the user's documents.

signNow

List a User's Modified Documents

Retrieves the user's modified documents.

signNow

List Document Groups

Retrieves all document groups.

signNow

List Pending Group Invites

Retrieves all pending invite information as well as invites already signed for a group invite for the user that makes the call. If the user making the call is the document owner, it will return pending invites for that user and ALL actions that have already been fulfilled.

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List Activities

Gets a list of activities.

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List Call Activities

Gets a list of call activities.

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List Contacts

Gets a list of contacts.

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List Email Activities

Gets a list of email activities.

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List Email Sequences

Get a list of email sequences.

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List Exports

Gets a list of exports.

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List Note Activities

Gets a list of note activities.

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List Roles

Gets a list of roles.

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List Smart Views

Gets a list of smart views.

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List SMS Activities

Gets a list of SMS activities.

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List Users

Gets a list of users.

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Search Leads

Searches for leads or lists them all.

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Search Opportunities

Searches for opportunities or lists them all.

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Search Tasks

Searches for tasks or lists them all.