Integrace Kizeo Forms, Segment, Xama Onboarding

Kizeo Forms
Segment
Xama Onboarding
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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

Kizeo Forms

Watch External Lists

Triggers when a new external list is created.

Kizeo Forms

Watch Form Data

Triggers when a new form data is created.

Kizeo Forms

Watch Forms

Triggers when a new form is created.

Kizeo Forms

Watch Unread Form Data

Triggers when a new unread form data is created.

Kizeo Forms

Watch Users

Triggers when a new user is created.

Xama Onboarding

AML Check Updated OKAMŽITÝ

Triggers when an AML check is created, returned or updated.

Xama Onboarding

Client Created OKAMŽITÝ

Triggers when a client is created within Hub.

Xama Onboarding

Client Updated OKAMŽITÝ

Triggers when a client record is updated in Hub.

Xama Onboarding

Contact Created OKAMŽITÝ

Triggers when a Hub contact is created.

Xama Onboarding

Contact Updated OKAMŽITÝ

Triggers when a Hub contact is updated.

Xama Onboarding

Onboarding Request Updated OKAMŽITÝ

Triggers when an onboarding request is created, returned or updated.

Xama Onboarding

Report Updated OKAMŽITÝ

Triggers when a report status has changed.

Akce

Kizeo Forms

Create a User

Creates a new user.

Kizeo Forms

Get a Form

Retrieves an existing form.

Kizeo Forms

Get an External List

Retrieves an existing external list.

Kizeo Forms

Make an API Call

Performs an arbitrary authorized API call.

Kizeo Forms

Push a Data

Pushes data to a form.

Kizeo Forms

Update an External List

Updates an existing external list.

Kizeo Forms

Update a User

Updates an existing user.

Segment

Alias

Associates one identity with another or merges two identities.

Segment

Group

Associates an individual user with a group.

Segment

Identify

Identifies a user.

Segment

Make a Tracking API Call

Performs an arbitrary authorized HTTP tracking API call.

Segment

Track

Records a user's actions.

Xama Onboarding

Create a Company Report

Creates or updates a single company report.

Xama Onboarding

Create a Hub Client

Creates a Hub client record.

Xama Onboarding

Create a Hub Contact

Creates a Hub contact record.

Xama Onboarding

Create an AML Report

Creates or updates a single AML report.

Xama Onboarding

Create an Onboarding Report

Creates or updates a single onboarding report.

Xama Onboarding

Delete Report

Deletes a report by ID.

Xama Onboarding

Initiate an AML Check

Initiates an AML check on a Hub contact.

Xama Onboarding

Make an API Call

Performs an arbitrary authorized API call.

Xama Onboarding

Reset Onboarding Stages

Resets a stage within an onboarding report.

Xama Onboarding

Retrieve a Company Report

Retrieves a single company report by ID.

Xama Onboarding

Retrieve a Hub AML Report

Retrieves an AML report specific to a Hub contact.

Xama Onboarding

Retrieve a Hub Client

Retrieves a single Hub client record by ID.

Xama Onboarding

Retrieve a Hub Contact

Creates a Hub contact record.

Xama Onboarding

Retrieve an AML Report

Retrieves a single AML report by ID.

Xama Onboarding

Retrieve an Onboarding Report

Retrieves a single onboarding report by ID.

Xama Onboarding

Retrieve an Onboarding Request

Retrieves and onboarding request specific to a Hub Contact.

Xama Onboarding

Send Onboarding Request

Creates an onboarding request in Hub against a contact.

Xama Onboarding

Trigger a Report lookup

Performs an immediate lookup on the specified report by report type and report ID.

Xama Onboarding

Update a Hub Contact

Updates a Hub Contact

Vyhledávače

Kizeo Forms

List External Lists

Retrieves a list of external lists.

Kizeo Forms

List Form Data

Retrieves a list of all form data.

Kizeo Forms

List Forms

Retrieves a list of forms.

Kizeo Forms

List New Form Data

Retrieves a list of new form data.

Kizeo Forms

List Unread Form Data

Retrieves a list of unread form data.

Kizeo Forms

List Users

Retrieves a list of users.

Kizeo Forms

Search Form Data

Searches for form data or lists them all.

Xama Onboarding

Search Hub Clients and Contacts

Search Hub clients by name or email address.