Integrace Google Data Studio, Flow, iDoklad, Textový parser, HubSpot CRM, Copper

Flow
Google Data Studio
HubSpot CRM
iDoklad
Textový parser
Copper
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

Google Data Studio

New Request OKAMŽITÝ

Trigger, který je spuštěn ve chvíli, kdy Google data studio požaduje nová data. Např. refresh listu apod.

iDoklad

Sledovat faktury

Spustí se, když je vložen nový doklad (faktura přijatá, vydaná nebo zálohová).

iDoklad

Sledovat položky ceníku

Spustí se, pokud je vložena nová položka ceníku do seznamu.

iDoklad

Sledovat úhrady

Spustí se, pokud je do systému vložena nová úhrada.

HubSpot CRM

Watch calendar events

Trigger when there is a new event in the calendar (only for users with the paid Marketing account). It works up to 500 tasks in the interval between start date and the end date.

HubSpot CRM

Watch contacts added to a list

Triggers when a new contact is added to a list (only for users with the paid Marketing account).

HubSpot CRM

Watch engagements

Triggers when a new engagement is created in a portal. This endpoint will only return records created in the last 30 days, or the 10k most recently created records.

HubSpot CRM

Watch files

Triggers when a new file is stored in file manager.

HubSpot CRM

Watch notifications OKAMŽITÝ

Triggers when a new notification about changes is sent. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters. You can have only one webhook URL per 1 developer application. You can created more subscriptions for this one webhook.

HubSpot CRM

Watch records

Triggers when a contact, a company, or a deal has been recently modified or created within last 30 days. The output is limited to 10K.

HubSpot CRM

Watch submissions for a form

Triggers when data is submitted form a given form.

HubSpot CRM

Watch task events

Triggers when there is a new task event in the calendar (only for users with the paid Marketing account). It works up to 500 tasks in the interval between start date and the end date.

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

Textový parser

Hledat odpovídající výrazu

Vyhledá požadované prvky v textovém řetězci (přes regulární výraz).

Textový parser

HTML na text

Převede HTML kód na formátovaný text.

Textový parser

Nahradit

Vyhledá požadované prvky v textovém poli a nahradí je novou hodnotou.

Textový parser

Získat elementy z HTML

Prohledá HTML a vrátí vybrané elementy, např. obrázky.

Akce

iDoklad

Doručit fakturu e-mailem

Odešle vydanou nebo zálohovou fakturu odběrateli.

iDoklad

Načíst fakturu

Načte údaje o dokladu (faktuře vydané, přijaté, nebo zálohové).

iDoklad

Načíst kontakt

Vrátí detailní informace o kontaktu.

iDoklad

Načíst položku ceníku

Načte položku ceníku dle ID.

iDoklad

Načíst úhradu

Vrátí údaje o úhradě. Vhodné pro zobrazení detailu úhrady.

iDoklad

Odstranit fakturu

Odstraní doklad (fakturu vydanou, přijatou, nebo zálohovou).

iDoklad

Odstranit kontakt

Odstraní kontakt.

iDoklad

Odstranit položku ze seznamu ceníku

Odstranit položku ze seznamu ceníku.

iDoklad

Odstranit úhradu

Odstraní úhradu ze seznamu úhrad.

iDoklad

Označit fakturu jako uhrazenou

Provede plné uhrazení faktury (vystavené, přijaté nebo zálohové).

iDoklad

Provést oduhrazení faktury

Provede plné oduhrazení faktury (vystavené, přijaté nebo zálohové).

iDoklad

Upravit fakturu

Upraví doklad (fakturu vydanou, přijatou, nebo zálohovou).

iDoklad

Upravit kontakt

Upraví vybraný kontakt.

iDoklad

Upravit položku ceníku

Upraví položku ceníku.

iDoklad

Vložit položku ceníku do seznamu.

Vloží novou položku ceníku do seznamu.

iDoklad

Vložit úhradu

Vloží novou úhradu do seznamu úhrad. Úhrada by měla obsahovat id dokladu který hradí.

iDoklad

Vytvořit fakturu

Vloží nový doklad (fakturu vydanou, přijatou, nebo zálohovou) do seznamu.

iDoklad

Vytvořit kontakt

Vytvoří nový kontakt.

iDoklad

Vyúčtovat zálohovou fakturu

Provede vyúčtování zálohové faktury. Faktura musí být uhrazena.

iDoklad

Zaktualizovat fakturační adresu

Zaktualizuje fakturační adresu odběratele na vydané faktuře beze změny ostatních parametrů faktury.

iDoklad

Získat PDF

Získá PDF tiskovou sestavu zadaného dokladu.

HubSpot CRM

Add a contact to a company

Adds a contact to a company.

HubSpot CRM

Add contacts to a list

Adds contact records that have already been created in the system to a contact list.

HubSpot CRM

Associate a deal

Associates a deal with a contact or a company.

HubSpot CRM

Associate an engagement with a CRM object

Associates an engagement with a contact, company, or deal.

HubSpot CRM

Create a folder

Creates a folder.

HubSpot CRM

Create an engagement

Creates an engagement (a note, task, or activity) on an object in HubSpot. Engagements are any interaction with a contact that should be logged inside of the CRM.

HubSpot CRM

Create a record

Creates a contact, a company, or a deal.

HubSpot CRM

Create a ticket

Creates a ticket.

HubSpot CRM

Create or update a contact

Creates a contact if it doesn't exist in a portal already, or updates it with the latest property values if it does.

HubSpot CRM

Create or update a group of contacts

Creates a group of contacts or update them if they already exist. Performance is best when batch size is limited to 100 contacts or fewer. Changes made through this endpoint are processed asynchronously, so can take several minutes for changes to be applied to contact records.

HubSpot CRM

Create or update a timeline event

Creates or updates a timeline event. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters.

HubSpot CRM

Define a task

Defines a task (only for users with the paid Marketing account).

HubSpot CRM

Delete a file

Permanently deletes a file and all related data and thumbnails from file manager.

HubSpot CRM

Delete a folder

Marks a folder as deleted.

HubSpot CRM

Delete an engagement

Deletes an engagement (a task or activity) on an object in HubSpot.

HubSpot CRM

Delete a record

Deletes a contact, a company, or a deal.

HubSpot CRM

Delete a task

Deletes a task (only for users with the paid Marketing account).

HubSpot CRM

Get a deal pipeline

Returns a specific deal pipeline.

HubSpot CRM

Get an owner

Returns details for an owner.

HubSpot CRM

Get a record

Gets a contact, a company, or a deal.

HubSpot CRM

Get a record property

Gets metadata for a specific record property by its (internal) name.

HubSpot CRM

Merge contacts

Merges contacts

HubSpot CRM

Move a file

Moves a file to a different folder.

HubSpot CRM

Remove a contact from a company

Removes a contact from a company.

HubSpot CRM

Remove a contact from a list

Removes a contact from a contact list.

HubSpot CRM

Remove association of a deal

Removes association of a deal.

HubSpot CRM

Submit data to a form

Sends form submission data to HubSpot.

HubSpot CRM

Update a record

Updates a contact, a company, or a deal.

HubSpot CRM

Upload a file

Uploads a new file to the file manager.

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.

Agregátory

Google Data Studio

New Response

Akce, která zasílá data zpět do Google data studia.

Vyhledávače

iDoklad

Načíst faktury

Načte seznam dokladů (faktur přijatých, vydaných nebo zálohových).

iDoklad

Načíst seznam kontaktů

Vrátí seznam kontaktů, které jsou na iDokladu uloženy.

iDoklad

Načíst seznam položek ceníku

Načte seznam položek ceníku.

iDoklad

Načíst úhrady

Načte seznam úhrad. Filtry jsou volitelné.

iDoklad

Vyhledat kontakty

Vyhledá kontakty na základě nastavených filtrů

HubSpot CRM

List all contacts

Returns all contacts that have been created in the portal. The output is limited to 5000 contacts. To list previous/next contacts, you can use the advanced parameter to reset an offset ID for listing contacts after this ID.

HubSpot CRM

List contacts of a company

Retrieves a list of contacts in the company. The output is limited to 5000 contacts. To list previous/next contacts, you can use the advanced parameter to reset an offset ID for listing contacts after this ID.

HubSpot CRM

List deal/ticket pipelines

Returns all deal/ticket pipelines for a given portal.

HubSpot CRM

List files

Retrieves a list of files stored in file manager.

HubSpot CRM

List forms

Retrieves a list of forms for a given portal.

HubSpot CRM

List owners

Returns all of the owners that exist inside of HubSpot.

HubSpot CRM

List records

Retrieves a list of contacts, companies, or deals. The output is limited to 5000 contacts, or 12500 companies, or 12500 deals.

HubSpot CRM

List tickets

Retrieves a list of tickets.

HubSpot CRM

List timeline event types

Retrieves a list of all timeline event types for a specific application. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters.

HubSpot CRM

Search for companies by domain

Retrieves a list of companies based on an exact match to the domain property.

HubSpot CRM

Search for contacts

Retrieves a list of contacts using the search query.

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.