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Integrace Optimy, Mavenlink, Close CRM

Close CRM
Mavenlink
Optimy
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

Optimy

Generic event OKAMŽITÝ

New project, updated project, etc.

Mavenlink

Watch Posts

Triggers when a new message post is created or updated.

Mavenlink

Watch Projects

Triggers when a new project is created or updated.

Mavenlink

Watch Tasks

Triggers when a new task is created or updated.

Mavenlink

Watch Time Entries

Triggers when a new time entry is created or updated.

Close CRM

Watch Email Sequence Created / Updated OKAMŽITÝ

Triggers when an email sequence is created or updated.

Close CRM

Watch Lead Status Changed OKAMŽITÝ

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

Close CRM

Watch Meeting Status Changed OKAMŽITÝ

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

Close CRM

Watch Membership Activated / Deactivated OKAMŽITÝ

Triggers when a new membership is activated or deactivated.

Close CRM

Watch New Call Activity OKAMŽITÝ

Triggers when a new call activity is logged.

Close CRM

Watch New Contact OKAMŽITÝ

Triggers when a new contact is created.

Close CRM

Watch New Email Activity OKAMŽITÝ

Triggers when a new email activity is created.

Close CRM

Watch New Export OKAMŽITÝ

Triggers when a new export is created.

Close CRM

Watch New Inbox Item OKAMŽITÝ

Triggers when a new inbox item is created.

Close CRM

Watch New Lead OKAMŽITÝ

Triggers when a new lead is created.

Close CRM

Watch New Note Activity OKAMŽITÝ

Triggers when a new note activity is created.

Close CRM

Watch New Opportunity OKAMŽITÝ

Triggers when a new opportunity is created.

Close CRM

Watch New Smart View OKAMŽITÝ

Triggers when a new smart view is created.

Close CRM

Watch New SMS Activity OKAMŽITÝ

Triggers when a new SMS activity is created.

Close CRM

Watch New Task OKAMŽITÝ

Triggers when a new task is created.

Close CRM

Watch Opportunity Status Changed OKAMŽITÝ

Triggers when an existing opportunity status has been changed.

Akce

Optimy

Create a project part version

Creates a new version on a given part.

Optimy

Create a project task

Creates a task in a project.

Optimy

Create budget allocation

Create a budget allocation in a project.

Optimy

Create project internal extra field

Creates an internal extra field in a project.

Optimy

Get form

Gets a form.

Optimy

Get project

Retrieves data about a single project

Optimy

Get project answer

Gets the answer of a given project part version for a given project.

Optimy

Get project file (document manager)

Gets the file uploaded in the "document manager" of a project.

Optimy

Get project file (form)

Gets a file uploaded through the form into a project.

Optimy

Get project internal extra field

Gets an internal extra field of a project.

Optimy

Update project status

Updates the status of a project

Optimy

Update project task

Updates the task of a project (eg: to mark it as completed).

Optimy

Update the project leader

Updates (or removes) the leader (user and/or team) of a project.

Optimy

Upload a project file (document manager)

Uploads a file into the "document manager" of the project.

Optimy

Upload a project file (form)

Uploads a file into the form of the project.

Mavenlink

Add a Post

Creates a post in a project.

Mavenlink

Create a Project

Creates a new project.

Mavenlink

Create a Task

Creates a new task, deliverable or milestone.

Mavenlink

Create a Time Entry

Creates a new time entry.

Mavenlink

Delete a Task

Deletes a task. When you delete a parent task, it also deletes its sub task.

Mavenlink

Delete a Time Entry

Deletes a time entry.

Mavenlink

Get a Project

Gets information about a project.

Mavenlink

Get a Task

Gets information of a task.

Mavenlink

Get Time Entry

Gets information of a time entry.

Mavenlink

Make an API Call

Performs an arbitrary authorized API call.

Mavenlink

Update a Project

Updates a project.

Mavenlink

Update a Task

Updates a task.

Mavenlink

Update a Time Entry

Updates a time entry.

Close CRM

Create a Contact

Creates a new contact.

Close CRM

Create a Lead

Creates a new lead.

Close CRM

Create an Email Activity

Creates a new email activity.

Close CRM

Create an Email Sequence

Creates a new email sequence.

Close CRM

Create an Export

Creates a new export.

Close CRM

Create an Opportunity

Creates a new opportunity.

Close CRM

Create a Note Activity

Creates a new note activity.

Close CRM

Create an SMS Activity

Creates a new SMS activity.

Close CRM

Create a Smart View

Creates a new smart view.

Close CRM

Create a Task

Creates a new task.

Close CRM

Delete a Call Activity

Deletes a call activity.

Close CRM

Delete a Contact

Deletes a contact.

Close CRM

Delete a Lead

Deletes a lead.

Close CRM

Delete an Email Activity

Deletes an email activity.

Close CRM

Delete an Opportunity

Deletes an opportunity.

Close CRM

Delete a Note Acivity

Deletes a note activity.

Close CRM

Delete an SMS Activity

Deletes an SMS activity.

Close CRM

Delete a Smart View

Deletes a smart view.

Close CRM

Delete a Task

Deletes a task.

Close CRM

Export an Activity Report to CSV

Exports an activity report to the CSV file.

Close CRM

Get a Call Activity

Gets a single call activity.

Close CRM

Get a Contact

Gets a single contact.

Close CRM

Get a Lead

Gets a single lead.

Close CRM

Get a Lead Status Change Report

Gets a lead status change report for your organization.

Close CRM

Get an Activity Report

Gets an activity report for your organization.

Close CRM

Get an Email Activity

Gets a single email activity.

Close CRM

Get an Email Sequence

Gets an existing email sequence.

Close CRM

Get an Export

Gets a single export.

Close CRM

Get an Opportunity

Gets a single opportunity.

Close CRM

Get an Opportunity Status Change Report

Gets an opportunity status change report for your organization.

Close CRM

Get a Note Activity

Gets a single note activity.

Close CRM

Get an SMS Activity

Gets a single SMS activity.

Close CRM

Get a Random User

Gets a random user from your organization.

Close CRM

Get a Sent Emails Report

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

Close CRM

Get a Smart View

Gets a single smart view.

Close CRM

Get a Task

Gets a single task.

Close CRM

Get a User

Gets a user by ID.

Close CRM

Log a Call Activity

Logs a completed call activity.

Close CRM

Make an API Call

Performs an arbitrary authorized API call.

Close CRM

Merge Two Leads

Merges one lead into another lead.

Close CRM

Subscribe a Contact to Email Sequence

Subscribes a contact to an email sequence.

Close CRM

Update a Contact

Updates a contact.

Close CRM

Update a Lead

Updates a lead.

Close CRM

Update an Email Sequence

Updates an existing email sequence.

Close CRM

Update an Opportunity

Updates an opportunity.

Close CRM

Update a Note Activity

Updates a note activity.

Close CRM

Update a Phone Number

Updates a phone number.

Close CRM

Update a Smart View

Updates a smart view.

Close CRM

Update a Task

Updates a task.

Vyhledávače

Optimy

List project answers

Lists the answers of a given project part version of a given project.

Optimy

List project files (document manager)

Lists files uploaded in the “document manager" of the project.

Optimy

List project files (form)

Lists files uploaded through the form into a project.

Optimy

List project internal extra fields

Lists internal extra fields of a project.

Optimy

List project part versions

Lists all part versions of a project.

Optimy

List projects

Lists all projects. Optionally filters by form, form part, project owner, project status.

Optimy

List project statuses

Lists all available project statuses

Optimy

List project tasks

Lists all tasks of a project.

Mavenlink

List Projects

Retrieves a list of the projects.

Mavenlink

List Tasks

Retrieves a list of all tasks.

Mavenlink

List Time Entries

Retrieves a list of all time entries.

Close CRM

List Activities

Gets a list of activities.

Close CRM

List Call Activities

Gets a list of call activities.

Close CRM

List Contacts

Gets a list of contacts.

Close CRM

List Email Activities

Gets a list of email activities.

Close CRM

List Email Sequences

Get a list of email sequences.

Close CRM

List Exports

Gets a list of exports.

Close CRM

List Note Activities

Gets a list of note activities.

Close CRM

List Roles

Gets a list of roles.

Close CRM

List Smart Views

Gets a list of smart views.

Close CRM

List SMS Activities

Gets a list of SMS activities.

Close CRM

List Users

Gets a list of users.

Close CRM

Search Leads

Searches for leads or lists them all.

Close CRM

Search Opportunities

Searches for opportunities or lists them all.

Close CRM

Search Tasks

Searches for tasks or lists them all.