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Optimy, ActiveCampaign, Close CRM Integrations

ActiveCampaign
Close CRM
Optimy
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What is Integromat?

GmailWatch emailsGoogle SheetsAdd a rowGmailIterate attachmentsRouterFacebookCreate a postArchiveCreate an archiveDropboxUpload a fileDocuments onlyImages onlyWhen new email arrivesAdd a row to a sheetProcess attachmentsone by one ...Post images to pageZip all documentsUpload archive

Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

Optimy

Generic event INSTANT

New project, updated project, etc.

ActiveCampaign

Watch Automations Associated with a Contact (legacy)

Triggers when a given contact is associated with an automation.

ActiveCampaign

Watch Calendar Feeds

Triggers when a new calendar feed is created/updated.

ActiveCampaign

Watch Contacts

Triggers when a new contact is created.

ActiveCampaign

Watch Deals

Triggers when a deal is created.

ActiveCampaign

Watch Events INSTANT

Triggers when a new event is fired.

ActiveCampaign

Watch Tasks

Triggers when a new task is assigned to a deal.

Close CRM

Watch Email Sequence Created / Updated INSTANT

Triggers when an email sequence is created or updated.

Close CRM

Watch Lead Status Changed INSTANT

Triggers when an existing lead's status has been changed.

Close CRM

Watch Meeting Status Changed INSTANT

Triggers when a meeting is created, started, completed or canceled.

Close CRM

Watch Membership Activated / Deactivated INSTANT

Triggers when a new membership is activated or deactivated.

Close CRM

Watch New Call Activity INSTANT

Triggers when a new call activity is logged.

Close CRM

Watch New Contact INSTANT

Triggers when a new contact is created.

Close CRM

Watch New Email Activity INSTANT

Triggers when a new email activity is created.

Close CRM

Watch New Export INSTANT

Triggers when a new export is created.

Close CRM

Watch New Inbox Item INSTANT

Triggers when a new inbox item is created.

Close CRM

Watch New Lead INSTANT

Triggers when a new lead is created.

Close CRM

Watch New Note Activity INSTANT

Triggers when a new note activity is created.

Close CRM

Watch New Opportunity INSTANT

Triggers when a new opportunity is created.

Close CRM

Watch New Smart View INSTANT

Triggers when a new smart view is created.

Close CRM

Watch New SMS Activity INSTANT

Triggers when a new SMS activity is created.

Close CRM

Watch New Task INSTANT

Triggers when a new task is created.

Close CRM

Watch Opportunity Status Changed INSTANT

Triggers when an existing opportunity status has been changed.

Actions

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.

ActiveCampaign

Add a Contact Note (legacy)

Adds a contact note.

ActiveCampaign

Add a Contact to an Automation

Adds a contact to an automation.

ActiveCampaign

Add a Tag to a Contact

Adds a tag to a contact.

ActiveCampaign

Create a Campaign (legacy)

Creates a campaign.

ActiveCampaign

Create a Contact

Creates a contact.

ActiveCampaign

Create a Contact (legacy)

Creates a new contact.

ActiveCampaign

Create a Deal

Creates a new deal.

ActiveCampaign

Create a Deal Note

Creates a new note for a deal..

ActiveCampaign

Create a Message

Creates a message.

ActiveCampaign

Create an Account

Creates a new account.

ActiveCampaign

Create a New Event

Creates a new tracking event (name only).

ActiveCampaign

Create a Note

Adds a note to an activity, a deal, a deal task or to a subscriber.

ActiveCampaign

Create/Update a Calendar Feed

Creates or updates a calendar feed.

ActiveCampaign

Create/Update a Contact

Creates a new contact or updates an existing contact.

ActiveCampaign

Create/Update a Contact (legacy)

Creates a new contact or updates an existing contact. To update an existing contact, you need to provide the email or the ID of the existing contact.

ActiveCampaign

Create/Update a Contact's Custom Field Value

Creates or updates a custom field value for the given contact.

ActiveCampaign

Create/Update a Task

Creates a new task or updates an existing task.

ActiveCampaign

Delete a Calendar Feed

Deletes a calendar feed.

ActiveCampaign

Delete a Campaign (legacy)

Deletes an existing campaign.

ActiveCampaign

Delete a Contact

Deletes an existing contact.

ActiveCampaign

Delete a Deal

Deletes an existing deal.

ActiveCampaign

Delete an Account

Deletes an existing account.

ActiveCampaign

Delete a Task

Deletes an existing task.

ActiveCampaign

Enable/Disable Event Tracking

Enables or disables event tracking.

ActiveCampaign

Get a Campaign

Retrieves a campaign.

ActiveCampaign

Get a Contact

Retrieves a contact.

ActiveCampaign

Get a Contact (legacy)

Returns a contact.

ActiveCampaign

Get a Deal

Returns a deal.

ActiveCampaign

Get an Account

Retrieves an existing account.

ActiveCampaign

Get an Automation a Contact Is in

Retrieves an automation a contact is in.

ActiveCampaign

Get Current User

Gets information about logged-in user

ActiveCampaign

Make a Legacy API Call

Performs an arbitrary authorized legacy API call.

ActiveCampaign

Make an API Call

Performs an arbitrary authorized API call.

ActiveCampaign

Manage a Contact in the Automation (legacy)

Adds a contact to an automation, or removes a contact from an automation.

ActiveCampaign

Manage Tags in the Contact (legacy)

Adds a new tag to a contact, or removes a tag from a contact.

ActiveCampaign

Move Deals to Another Deal Stage

Moves all deals in one stage to another stage.

ActiveCampaign

Remove a Contact from an Automation

Removes a contact from an automation.

ActiveCampaign

Remove a Tag from a Contact

Removes a tag from a contact.

ActiveCampaign

Update a Contact (legacy)

Updates an existing contact.

ActiveCampaign

Update a Deal

Updates an existing deal.

ActiveCampaign

Update Contact's List Status

Updates list status for a contact.

Close CRM

Create a Contact

Creates a new contact.

Close CRM

Create a Lead

Creates a new lead.

Close CRM

Create an Email Activity

Creates a new email activity.

Close CRM

Create an Email Sequence

Creates a new email sequence.

Close CRM

Create an Export

Creates a new export.

Close CRM

Create an Opportunity

Creates a new opportunity.

Close CRM

Create a Note Activity

Creates a new note activity.

Close CRM

Create an SMS Activity

Creates a new SMS activity.

Close CRM

Create a Smart View

Creates a new smart view.

Close CRM

Create a Task

Creates a new task.

Close CRM

Delete a Call Activity

Deletes a call activity.

Close CRM

Delete a Contact

Deletes a contact.

Close CRM

Delete a Lead

Deletes a lead.

Close CRM

Delete an Email Activity

Deletes an email activity.

Close CRM

Delete an Opportunity

Deletes an opportunity.

Close CRM

Delete a Note Acivity

Deletes a note activity.

Close CRM

Delete an SMS Activity

Deletes an SMS activity.

Close CRM

Delete a Smart View

Deletes a smart view.

Close CRM

Delete a Task

Deletes a task.

Close CRM

Export an Activity Report to CSV

Exports an activity report to the CSV file.

Close CRM

Get a Call Activity

Gets a single call activity.

Close CRM

Get a Contact

Gets a single contact.

Close CRM

Get a Lead

Gets a single lead.

Close CRM

Get a Lead Status Change Report

Gets a lead status change report for your organization.

Close CRM

Get an Activity Report

Gets an activity report for your organization.

Close CRM

Get an Email Activity

Gets a single email activity.

Close CRM

Get an Email Sequence

Gets an existing email sequence.

Close CRM

Get an Export

Gets a single export.

Close CRM

Get an Opportunity

Gets a single opportunity.

Close CRM

Get an Opportunity Status Change Report

Gets an opportunity status change report for your organization.

Close CRM

Get a Note Activity

Gets a single note activity.

Close CRM

Get an SMS Activity

Gets a single SMS activity.

Close CRM

Get a Random User

Gets a random user from your organization.

Close CRM

Get a Sent Emails Report

Gets a report about sent emails grouped by template for your organization.

Close CRM

Get a Smart View

Gets a single smart view.

Close CRM

Get a Task

Gets a single task.

Close CRM

Get a User

Gets a user by ID.

Close CRM

Log a Call Activity

Logs a completed call activity.

Close CRM

Make an API Call

Performs an arbitrary authorized API call.

Close CRM

Merge Two Leads

Merges one lead into another lead.

Close CRM

Subscribe a Contact to Email Sequence

Subscribes a contact to an email sequence.

Close CRM

Update a Contact

Updates a contact.

Close CRM

Update a Lead

Updates a lead.

Close CRM

Update an Email Sequence

Updates an existing email sequence.

Close CRM

Update an Opportunity

Updates an opportunity.

Close CRM

Update a Note Activity

Updates a note activity.

Close CRM

Update a Phone Number

Updates a phone number.

Close CRM

Update a Smart View

Updates a smart view.

Close CRM

Update a Task

Updates a task.

Searches

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.

ActiveCampaign

List Accounts

Retrieves a list of existing accounts.

ActiveCampaign

List All Automations a Contact Is in

Retrieves a list of automations a contact is in.

ActiveCampaign

List Automations

Retrieves a list of automations in the system.

ActiveCampaign

List Campaigns

Retrieves a list of campaigns.

ActiveCampaign

List Campaigns (legacy)

Retrieves a list of campaigns.

ActiveCampaign

List Contacts

Retrieves a list of contacts.

ActiveCampaign

List Contacts Subscribed to at Least One List (legacy)

Retrieves a list of contacts. Contacts that are not subscribed to at least one list will not be viewable via this endpoint.

ActiveCampaign

List Deals

Retrieves a list of deals.

ActiveCampaign

List Organizations

Retrieves a list of organizations.

Close CRM

List Activities

Gets a list of activities.

Close CRM

List Call Activities

Gets a list of call activities.

Close CRM

List Contacts

Gets a list of contacts.

Close CRM

List Email Activities

Gets a list of email activities.

Close CRM

List Email Sequences

Get a list of email sequences.

Close CRM

List Exports

Gets a list of exports.

Close CRM

List Note Activities

Gets a list of note activities.

Close CRM

List Roles

Gets a list of roles.

Close CRM

List Smart Views

Gets a list of smart views.

Close CRM

List SMS Activities

Gets a list of SMS activities.

Close CRM

List Users

Gets a list of users.

Close CRM

Search Leads

Searches for leads or lists them all.

Close CRM

Search Opportunities

Searches for opportunities or lists them all.

Close CRM

Search Tasks

Searches for tasks or lists them all.