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Integrace Zoho Creator, Optimy, Follow Up Boss

Follow Up Boss
Optimy
Zoho Creator
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

Zoho Creator

Watch Applications

Triggers when an application is created.

Zoho Creator

Watch Records

Triggers when a record is added or modified in an application form. NOTE: At least one of the `Added Time` or `Modified Time` fields must be included for this module to work. Please refer to the help section for step-by-step instructions.

Optimy

Generic event OKAMŽITÝ

New project, updated project, etc.

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

Zoho Creator

Add a Record

Adds a new record.

Zoho Creator

Delete a Record

Deletes a record.

Zoho Creator

Download a Record File

Downloads a file from an attachment field of a record.

Zoho Creator

Get a Record

Retrieves a record.

Zoho Creator

Make an API Call

Performs an arbitrary authorized API call.

Zoho Creator

Update a Record

Updates an existing record.

Optimy

Create a project part version

Creates a new version on a given part.

Optimy

Create a project task

Creates a task in a project.

Optimy

Create budget allocation

Create a budget allocation in a project.

Optimy

Create project internal extra field

Creates an internal extra field in a project.

Optimy

Get form

Gets a form.

Optimy

Get project

Retrieves data about a single project

Optimy

Get project answer

Gets the answer of a given project part version for a given project.

Optimy

Get project file (document manager)

Gets the file uploaded in the "document manager" of a project.

Optimy

Get project file (form)

Gets a file uploaded through the form into a project.

Optimy

Get project internal extra field

Gets an internal extra field of a project.

Optimy

Update project status

Updates the status of a project

Optimy

Update project task

Updates the task of a project (eg: to mark it as completed).

Optimy

Update the project leader

Updates (or removes) the leader (user and/or team) of a project.

Optimy

Upload a project file (document manager)

Uploads a file into the "document manager" of the project.

Optimy

Upload a project file (form)

Uploads a file into the form of the project.

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.

Vyhledávače

Zoho Creator

List Applications

Lists all applications for this account.

Zoho Creator

List Forms in Application

Lists all forms in the selected application.

Zoho Creator

List Reports in Application

Retrieves all reports in the selected application.

Zoho Creator

Search Records

Searches for records matching the chosen criteria in a selected report.

Optimy

List project answers

Lists the answers of a given project part version of a given project.

Optimy

List project files (document manager)

Lists files uploaded in the “document manager" of the project.

Optimy

List project files (form)

Lists files uploaded through the form into a project.

Optimy

List project internal extra fields

Lists internal extra fields of a project.

Optimy

List project part versions

Lists all part versions of a project.

Optimy

List projects

Lists all projects. Optionally filters by form, form part, project owner, project status.

Optimy

List project statuses

Lists all available project statuses

Optimy

List project tasks

Lists all tasks of a project.

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.