Integrace E-mail, Convercus Loyalty, Follow Up Boss

Convercus Loyalty
E-mail
Follow Up Boss
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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

E-mail

Sledovat e-maily

Spustí se, pokud je k dispozici nový e-mail pro zpracování podle zadaných kritérií.

Convercus Loyalty

Instant Webhook OKAMŽITÝ

Creates a webhook for the given action and immediately listens to its triggers.

Follow Up Boss

Watch Appointment Created OKAMŽITÝ

Triggers when an appointment has been created.

Follow Up Boss

Watch Contact Stage Updated OKAMŽITÝ

Triggers when a contact stage has been updated.

Follow Up Boss

Watch Deal Stage Updated OKAMŽITÝ

Triggers when a deal stage has been updated.

Follow Up Boss

Watch New Contact OKAMŽITÝ

Triggers when a contact has been created.

Follow Up Boss

Watch New Deal OKAMŽITÝ

Triggers when a new deal has been created.

Follow Up Boss

Watch Tags Added to a Contact OKAMŽITÝ

Triggers when tags have been added to a contact.

Akce

E-mail

Odeslat e-mail

Odešle nový e-mail.

E-mail

Odeslat e-mail sobě

Odešle nový e-mail na Vaši emailovou adresu.

E-mail

Označit e-mail jako nepřečtený

Označí e-mail nebo koncept ve vybrané složce příznakem „nepřečteno“.

E-mail

Označit e-mail jako přečtený

Označí e-mail nebo koncept ve vybrané složce příznakem „přečteno“.

E-mail

Přesunout e-mail

Přesune vybraný e-mail nebo koncept do vybrané složky.

E-mail

Smazat e-mail

Odstraní e-mail nebo koncept z vybrané složky.

E-mail

Vytvořit koncept

Vytvoří nový koncept (draft) a vloží ho do vybrané složky.

E-mail

Získat emaily

Vrátí emaily, které odpovídají zadaným kritériím.

E-mail

Zkopírovat e-mail

Zkopíruje e-mail nebo koncept do vybrané složky.

Convercus Loyalty

Assign a Coupon

Assigns an account to a specified coupon.

Convercus Loyalty

Create a Booking

Creates a new booking.

Convercus Loyalty

Create a Membership

Creates a new membership (Link user with account).

Convercus Loyalty

Create an Account

Creates a new account.

Convercus Loyalty

Create an Account Transaction

Creates a new account transaction

Convercus Loyalty

Create an Identifier

Adds an Identifier (card code, external code) for the given Account.

Convercus Loyalty

Create a Transaction

Creates a new transaction

Convercus Loyalty

Create a User

Creates a new user.

Convercus Loyalty

Delete an Account

Deletes an account.

Convercus Loyalty

Delete a User

Deletes a user.

Convercus Loyalty

Get Account Bookings

Retrieve all the bookings for the given account

Convercus Loyalty

Get Account Level

Returns the account level for the specified account.

Convercus Loyalty

Get a Membership

Returns the specific membership.

Convercus Loyalty

Get an Account

Returns the specific account.

Convercus Loyalty

Get a User

Returns a user for the specified id.

Convercus Loyalty

Get Program Rating Levels

Return the list of all program rating levels.

Convercus Loyalty

Get the Account Balance

Returns the account balance for the the specified account.

Convercus Loyalty

Get the Account Balance in Currency

Returns the account balance in EUR for the the specified account.

Convercus Loyalty

Get User Resgistration Data

Get the user regitration data to be able to complete the register.

Convercus Loyalty

Make an API call

Make a raw API call to any Convercus Loyalty endpoint

Convercus Loyalty

Redeem coupon

Redeems a Coupon

Convercus Loyalty

Update Account Rating Level

Updates the rating level for the the specified account.

Convercus Loyalty

Update a Coupon

Updates an existing coupon.

Convercus Loyalty

Update a User

Updates the specified user parameters.

Follow Up Boss

Add Tags to a Contact

Adds tags to a contact.

Follow Up Boss

Apply an Action Plan to a Contact

Applies a selected action plan to a contact.

Follow Up Boss

Create a Contact

Creates a new contact.

Follow Up Boss

Create a Deal

Creates a new deal.

Follow Up Boss

Create an Inquiry or a Website Event

Sends in a lead or event related to a lead.

Follow Up Boss

Create a Note

Creates a note on a contact.

Follow Up Boss

Create a Task

Create a task for a contact.

Follow Up Boss

Delete a Contact

Deletes a contact specified by ID.

Follow Up Boss

Delete a Deal

Deletes a deal specified by ID.

Follow Up Boss

Delete a Note

Deletes a note specified by ID.

Follow Up Boss

Delete a Task

Deletes a task specified by ID.

Follow Up Boss

Get a Call

Retrieves a call details specified by ID.

Follow Up Boss

Get a Contact

Retrieves a contact details specified by ID.

Follow Up Boss

Get a Deal

Retrieves details of a deal specified by ID.

Follow Up Boss

Get a Note

Retrieves details of a note specified by ID.

Follow Up Boss

Get a Task

Retrieves a task details specified by ID.

Follow Up Boss

Log a Call

Logs a call on a contact.

Follow Up Boss

Make an API Call

Performs an arbitrary API call.

Follow Up Boss

Update a Contact

Updates a client specified by ID.

Follow Up Boss

Update a Deal

Updates a deal specified by ID.

Follow Up Boss

Update an Action Plan for a Contact

Allows to resume or to pause an action plan for a specific contact.

Follow Up Boss

Update a Note

Updates a note specified by ID.

Follow Up Boss

Update a Task

Updates a task specified by ID.

Iterátory

E-mail

Procházet přílohy

Prochází přijaté přílohy jednu po druhé.

Vyhledávače

Convercus Loyalty

Get the Account Identifiers

Returns the list of all identifiers for the the specified account.

Convercus Loyalty

Search

Performs a new search based on the given parameters and returns the result.

Follow Up Boss

Search Calls

Searches for calls.

Follow Up Boss

Search Contacts

Searches for contacts.

Follow Up Boss

Search Deals

Searches for deals.

Follow Up Boss

Search Notes

Searches for notes.

Follow Up Boss

Search Tasks

Searches for tasks.