Integrace Kizeo Forms, Segment, Xama Onboarding

Co je to Integromat?

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

Watch External Lists

Triggers when a new external list is created.

Watch Form Data

Triggers when a new form data is created.

Watch Forms

Triggers when a new form is created.

Watch Unread Form Data

Triggers when a new unread form data is created.

Watch Users

Triggers when a new user is created.

AML Check Updated OKAMŽITÝ

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

Client Created OKAMŽITÝ

Triggers when a client is created within Hub.

Client Updated OKAMŽITÝ

Triggers when a client record is updated in Hub.

Contact Created OKAMŽITÝ

Triggers when a Hub contact is created.

Contact Updated OKAMŽITÝ

Triggers when a Hub contact is updated.

Onboarding Request Updated OKAMŽITÝ

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

Report Updated OKAMŽITÝ

Triggers when a report status has changed.

Akce

Create a User

Creates a new user.

Get a Form

Retrieves an existing form.

Get an External List

Retrieves an existing external list.

Make an API Call

Performs an arbitrary authorized API call.

Push a Data

Pushes data to a form.

Update an External List

Updates an existing external list.

Update a User

Updates an existing user.

Alias

Associates one identity with another or merges two identities.

Group

Associates an individual user with a group.

Identify

Identifies a user.

Make a Tracking API Call

Performs an arbitrary authorized HTTP tracking API call.

Track

Records a user's actions.

Create a Company Report

Creates or updates a single company report.

Create a Hub Client

Creates a Hub client record.

Create a Hub Contact

Creates a Hub contact record.

Create an AML Report

Creates or updates a single AML report.

Create an Onboarding Report

Creates or updates a single onboarding report.

Delete Report

Deletes a report by ID.

Initiate an AML Check

Initiates an AML check on a Hub contact.

Make an API Call

Performs an arbitrary authorized API call.

Reset Onboarding Stages

Resets a stage within an onboarding report.

Retrieve a Company Report

Retrieves a single company report by ID.

Retrieve a Hub AML Report

Retrieves an AML report specific to a Hub contact.

Retrieve a Hub Client

Retrieves a single Hub client record by ID.

Retrieve a Hub Contact

Creates a Hub contact record.

Retrieve an AML Report

Retrieves a single AML report by ID.

Retrieve an Onboarding Report

Retrieves a single onboarding report by ID.

Retrieve an Onboarding Request

Retrieves and onboarding request specific to a Hub Contact.

Send Onboarding Request

Creates an onboarding request in Hub against a contact.

Trigger a Report lookup

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

Update a Hub Contact

Updates a Hub Contact

Vyhledávače

List External Lists

Retrieves a list of external lists.

List Form Data

Retrieves a list of all form data.

List Forms

Retrieves a list of forms.

List New Form Data

Retrieves a list of new form data.

List Unread Form Data

Retrieves a list of unread form data.

List Users

Retrieves a list of users.

Search Form Data

Searches for form data or lists them all.

Search Hub Clients and Contacts

Search Hub clients by name or email address.