Integrace Fakturoid, Freshworks CRM

Fakturoid
Freshworks CRM
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

Fakturoid

Sledovat kontakty

Spustí se, pokud byl přidán nový kontakt.

Fakturoid

Sledovat faktury

Spustí se, pokud byla přidána nová faktura.

Fakturoid

Nová událost OKAMŽITÝ

Spustí se po změně stavu faktury na Po splatnosti nebo Zaplacena.

Freshworks CRM

Watch new Accounts

Checks if new account was created.

Freshworks CRM

Watch new Appointments

Checks if new appointment was created.

Freshworks CRM

Watch new Contacts

Checks if new contact was created.

Freshworks CRM

Watch new Deals

Checks if new deal was created.

Freshworks CRM

Watch new Leads

Checks if new lead was created.

Freshworks CRM

Watch new Sales activities

Checks if new Sales activity was created.

Akce

Fakturoid

Vytvořit kontakt

Fakturoid

Aktualizovat kontakt

Fakturoid

Smazat kontakt

Fakturoid

Načíst seznam kontaktů

Fakturoid

Vyhledat kontakt(y)

Fakturoid

Vytvořit fakturu

Fakturoid

Aktualizovat fakturu

Fakturoid

Smazat fakturu

Fakturoid

Označit fakturu jako odeslanou

Fakturoid

Doručit fakturu e-mailem

Fakturoid

Poslat upomínku k faktuře

Fakturoid

Stornovat fakturu

Fakturoid

Zrušit stornování faktury

Fakturoid

Označit fakturu jako zaplacenou

Fakturoid

Zrušit zaplacení faktury

Fakturoid

Zaplatit zálohovou fakturu a vystavit daňový doklad

Fakturoid

Zaplatit částečnou zálohovou fakturu

Fakturoid

Hledat faktury

Fakturoid

Hledat faktury (fulltext)

Fakturoid

Udemknout fakturu

Fakturoid

Zamknout fakturu

Fakturoid

Získat fakturu

Freshworks CRM

Convert a Lead

Converts a lead to a contact.

Freshworks CRM

Create a Contact

Creates a new contact.

Freshworks CRM

Create a Deal

Creates a new deal.

Freshworks CRM

Create a Lead

Creates a new lead.

Freshworks CRM

Create a Manual Call Log

Creates a manual call log for new or existing lead/contact or an existing account.

Freshworks CRM

Create an Account

Creates a new account.

Freshworks CRM

Create an Appointment

Creates a new appointment.

Freshworks CRM

Create a Note

Creates a note for specific object.

Freshworks CRM

Create a Sales activity

Creates new Freshsales activity.

Freshworks CRM

Create a Task

Creates a new task.

Freshworks CRM

Delete a Contact

Deletes a specific contact.

Freshworks CRM

Delete a Deal

Deletes a specific deal.

Freshworks CRM

Delete a Lead

Deletes a specific lead.

Freshworks CRM

Delete an Account

Deletes a specific account.

Freshworks CRM

Delete an Appointment

Deletes a specific appointment.

Freshworks CRM

Delete a Note

Deletes a specific note.

Freshworks CRM

Delete a Sales activity

Deletes a specific Freshsales activity.

Freshworks CRM

Delete a Task

Deletes a specific Task.

Freshworks CRM

Make an API Call

Performs an arbitrary authorized API call.

Freshworks CRM

Update a Contact

Updates information of specific contact.

Freshworks CRM

Update a Deal

Updates information of a specific deal.

Freshworks CRM

Update a Lead

Updates information of a specific lead.

Freshworks CRM

Update an Account

Updates information of specific account.

Freshworks CRM

Update an Appointment

Updates information of specific appointment.

Freshworks CRM

Update a Note

Updates a specific note.

Freshworks CRM

Update a Sales activity

Updates information of a specific Freshsales activity.

Freshworks CRM

Update a Task

Updates a specific task.

Freshworks CRM

View a Contact

Views details of a specific contact.

Freshworks CRM

View a Deal

Views details of a specific deal.

Freshworks CRM

View a Lead

Views details of a specific lead.

Freshworks CRM

View an Account

Views details of a specific account.

Freshworks CRM

View an Appointment

Views details of a specific appointment.

Freshworks CRM

View a Sales activity

Views details of a specific Freshsales activity.

Freshworks CRM

View a Task

Views details of a specific task.

Iterátory

Fakturoid

Načíst řádky faktury

Umožní zpracovat řádky faktury po jedné.

Vyhledávače

Freshworks CRM

List All Accounts

Lists all accounts on your Freshsales account.

Freshworks CRM

List All Appointments

Lists all appointments on your Freshsales account.

Freshworks CRM

List All Contacts

Lists all contacts on your Freshsales account.

Freshworks CRM

List All Deals

Lists all deals on your Freshsales account.

Freshworks CRM

List All Files and Links

Lists all files and links attached to a specific lead, contact, account or deal.

Freshworks CRM

List All Leads

Lists all leads on your Freshsales account.

Freshworks CRM

List All Sales activities

Lists all Freshsales activities on your account.

Freshworks CRM

List All Tasks

Lists all tasks on your Freshsales account.

Freshworks CRM

Search Accounts

Searches through your Freshsales account for match.

Freshworks CRM

Search Contacts

Searches through your Freshsales account for match.

Freshworks CRM

Search Deals

Searches through your Freshsales account for match.

Freshworks CRM

Search Leads

Searches through your Freshsales account for match.

Freshworks CRM

Search Users

Searches through your Freshsales account for match.

Integrujte Fakturoid, Freshworks CRM s těmito službami