Integrace EET, Wells Fargo, Intercom

EET
Wells Fargo
Intercom
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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

Intercom

Watch Company OKAMŽITÝ

Receives notification if company was created.

Intercom

Watch Conversations OKAMŽITÝ

Receives notifications from conversation object.

Intercom

Watch Leads OKAMŽITÝ

Receives notification from lead object.

Intercom

Watch Users OKAMŽITÝ

Receives notifications from user object.

Intercom

Watch User Tags OKAMŽITÝ

Receives notification from user tag object.

Transformátory

Wells Fargo

Parser emailů Account Balance Update

Zpracuje text emailu o změně zůstatku na účtu a získá z něj informace, které je možné dále používat.

Wells Fargo

Parser emailů Account Update

Zpracuje text emailu o změně na účtu a získá z něj informace, které je možné dále používat.

Wells Fargo

Parser emailů Direct deposit is available

Zpracuje text emailu o vkladu na účet a získá z něj informace, které je možné dále používat.

Akce

EET

Odeslat tržbu

Odešle tržbu do EET a vrátí fiskální identifikační kód (FIK).

EET

Vytvořit podpisový kód poplatníka (PKP)

Z předaných dat vytvoří PKP (slouží pro offline režim).

Intercom

Add to Group Conversation as Admin

Adds a customer to group conversation.

Intercom

Add to Group Conversation as Customer

Adds a customer to group conversation.

Intercom

Admin Initiated Conversation

Sends message or email to admin.

Intercom

Close a Conversation

Closes a conversation with or without reply.

Intercom

Convert a Lead to User

If the User exists, then the Lead will be merged into it, the Lead deleted and the User returned. If the User does not exist, the Lead will be converted to a User, with the User identifiers replacing it's Lead identifiers.

Intercom

Create a Note

Creates a note for a specific user.

Intercom

Create or Update Company

Creates or updates a company using Intercom fields including your custom fields. NOTE: Companies will be only visible in Intercom when there is at least one associated user.

Intercom

Create or Update Tag

Creates or updates a tag. Tag names are case insensitive.

Intercom

Create User or Lead

Creates new user or lead using Intercom fields including your custom fields.

Intercom

Delete Customer from Group Conversation

Deletes a customer from specific conversation.

Intercom

Delete Tag

Deletes a specific tag.

Intercom

Delete User or Lead

Deletes either user or lead.

Intercom

Mark a Conversation as Read

Marks conversation within Intercom as read.

Intercom

Reply to Conversation

Replies to a specific conversation.

Intercom

Reply to Users Last Conversation

Replies to last conversation you had with specific user.

Intercom

Snooze a Conversation

Snoozes a conversation until selected time.

Intercom

Tag or Untag Contacts

Tags or untags users, leads or companies.

Intercom

Unassign Conversation

Assigns a conversation to be unassigned when admin replies to a conversation.

Intercom

Unsnooze a Conversation

Sets conversation back to open.

Intercom

Update User or Lead

Updates an existing user or lead.

Intercom

User or Lead Initiated Conversation

Creates a new user or lead initiated message.

Intercom

View Admin

Views a specific admin.

Intercom

View a Single Conversation

Shows information about a single message from conversation.

Intercom

View Company

Views specific company.

Intercom

View Note

Views specific note for specific user.

Intercom

View Segment

Views specific segment for user or company.

Intercom

View User or Lead

Views either user or lead.

Vyhledávače

Intercom

List Admins

Lists all admins on your Intercom.

Intercom

List Companies

Fetches a list of companies. NOTE: Companies will be only visible in Intercom when there is at least one associated user.

Intercom

List Company Users

Lists users belonging to the company.

Intercom

List Conversations

Lists all conversations on your Intercom.

Intercom

List Notes

Lists notes for users.

Intercom

List Segments

Lists all segments on your Intercom.

Intercom

List Tags

List all tags on your Intercom.

Intercom

List Users or Leads

List either users or leads.

Integrujte EET, Wells Fargo, Intercom s těmito službami