Integrace EET, Wells Fargo, Copper

EET
Wells Fargo
Copper
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Co je to Integromat?

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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

Copper

Listen for Company Events OKAMŽITÝ

Receives notifications about company creation/deletion/update.

Copper

Listen for Lead Events OKAMŽITÝ

Receives notifications about lead creation/deletion/update.

Copper

Listen for Opportunity Events OKAMŽITÝ

Receives notifications about opportunity creation/deletion/update.

Copper

Listen for Person Events OKAMŽITÝ

Receives notifications about person creation/deletion/update.

Copper

Listen for Project Events OKAMŽITÝ

Receives notifications about project creation/deletion/update.

Copper

Listen for Task Events OKAMŽITÝ

Receives notifications about task creation/deletion/update.

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).

Copper

Convert Lead

Converts a selected lead to a person in the system (optionally assigns company and opportunity).

Copper

Create Activity

Creates a new activity.

Copper

Create Company

Creates a new company.

Copper

Create Lead

Creates a new lead.

Copper

Create Opportunity

Creates a new opportunity.

Copper

Create Person

Creates a new person.

Copper

Create Project

Creates a new project.

Copper

Create Task

Creates a new task.

Copper

Get Activity

Gets details for a selected activity ID.

Copper

Get Company

Gets details for a selected company ID.

Copper

Get Lead

Gets details for a selected lead ID.

Copper

Get Opportunity

Gets details for a selected opportunity ID.

Copper

Get Person

Gets details for a selected person ID.

Copper

Get Project

Gets details for a selected project ID.

Copper

Get Task

Gets details for a selected task ID.

Copper

Get User

Gets details for a selected user ID.

Copper

Relate Opportunity to Person

Relates an existing opportunity to an existing person in the system.

Copper

Remove Activity

Removes the activity with a given ID.

Copper

Remove Company

Removes the company with a given ID.

Copper

Remove Lead

Removes the lead with a given ID.

Copper

Remove Opportunity

Removes the opportunity with a given ID.

Copper

Remove Opportunity from Person

Removes a related opportunity from a person.

Copper

Remove Person

Removes the person with a selected ID.

Copper

Remove Project

Removes the project with a selected ID.

Copper

Remove Task

Removes the task with a selected ID.

Copper

Remove Webhook Subscription

Removes the webhook subscription with a selected ID.

Copper

Update Company

Updates a selected company.

Copper

Update Lead

Updates a selected lead.

Copper

Update Opportunity

Updates a selected opportunity.

Copper

Update Person

Updates a selected person.

Copper

Update Project

Updates a selected project.

Copper

Update Task

Updates a selected task.

Vyhledávače

Copper

List Activities

Lists all activities related to a connected account.

Copper

List Companies

Lists all companies related to a connected account.

Copper

List Company's Activities

Lists all activities for a selected company.

Copper

List Leads

Lists all leads related to a connected account.

Copper

List Lead's Activities

Lists all activities related to a connected account.

Copper

List Opportunities

Lists all opportunities related to a connected account.

Copper

List People

Lists all people related to a connected account.

Copper

List Person's Activities

Lists all activities of a selected person.

Copper

List Projects

Lists all projects related to a connected account.

Copper

List Tasks

Lists all tasks related to a connected account.

Copper

List Users

Lists all users related to a connected account.

Copper

View Opportunities Related to Person

Shows all opportunities related to the person with a selected ID.

Copper

View Records Related to Person

Shows all records related to the person with a selected ID.

Integrujte EET, Wells Fargo, Copper s těmito službami