Autopilot, CompanyHub, Planyo Integrations

Autopilot
CompanyHub
Planyo
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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

Autopilot

Watch Events INSTANT

Responds to events (contact added, updated, unsubscribed, added to list, removed from list, entered segment and left segment). Will return related contact ID, contact and possibly related list ID or segment ID.

CompanyHub

Watch New Company

Triggers when a new company has been created.

CompanyHub

Watch New Contact

Triggers when a new contact has been created.

CompanyHub

Watch New Deal

Triggers when a new deal has been created.

CompanyHub

Watch New Quote

Triggers when a quote has been created.

CompanyHub

Watch New Quote Product

Trigger when a new quote product has been created.

CompanyHub

Watch New Record

Triggers when a new record on a specified table has been created.

CompanyHub

Watch New Sales Order

Triggers when a new saler order has been created.

CompanyHub

Watch New Sales Order Product

Triggers when a new sales order product has been created.

Planyo

Watch New Reservations INSTANT

Triggers when a new reservation has been added.

Planyo

Watch Payments Received INSTANT

Triggers when a new payment has been received.

Planyo

Watch Reservations Cancelled Automatically INSTANT

Triggers when a reservation has been cancelled automatically.

Planyo

Watch Reservations Cancelled by a Customer INSTANT

Triggers when a reservation has been cancelled by a customer.

Planyo

Watch Reservations Cancelled by Admin INSTANT

Triggers when a reservation has been cancelled by admin.

Planyo

Watch Reservations Confirmed INSTANT

Triggers when a reservation has been confirmed.

Planyo

Watch Reservations Modified by Admin INSTANT

Triggers when a reservation has been modified by admin.

Planyo

Watch Reservations Updated by a Customer INSTANT

Triggers when a reservation has been updated by a customer.

Planyo

Watch Users Updated INSTANT

Triggers when a user has been updated.

Actions

Autopilot

Add Contact to Journey

Add contacts to journeys.

Autopilot

Add Contact to List

Adds a contact to a list.

Autopilot

Add List

Add a new list.

Autopilot

Create Contact

Allows you to create or update a contact.

Autopilot

Delete Contact

Removes the contact from your database.

Autopilot

Delete Contact Activity Feed

Deletes the activity feed of a contact.

Autopilot

Get Contact

Retrieves the given contact record given the contact ID or email.

Autopilot

Get Email

Retrieves an email campaign's data based on an ID received in the Autopilot Activity Stream.

Autopilot

Check if Contact on List

Checks if a contact belongs to a particular list.

Autopilot

Make an API Call

Performs an arbitrary authorized API call.

Autopilot

Remove Contact from List

Removes a contact from a list.

Autopilot

Unsubscribe Contact

Unsubscribes the contact from receiving emails from your Autopilot Journeys.

Autopilot

Update Contact

Updates the details of a contact. This method will return the contact's ID number.

CompanyHub

Add a Product on a Quote

Adds a selected product on a quote specified by ID.

CompanyHub

Add a Product on a Sales Order

Adds a selected product on a sales order specified by ID.

CompanyHub

Create a Company

Creates a new company.

CompanyHub

Create a Contact

Creates a new contact.

CompanyHub

Create a Deal

Creates a new deal.

CompanyHub

Create a Quote

Creates a new quote.

CompanyHub

Create a Record

Creates a record in a table specified by name.

CompanyHub

Create a Sales Order

Creates a new sales order.

CompanyHub

Delete a Company

Deletes a company specified by ID.

CompanyHub

Delete a Contact

Deletes a contact specified by ID.

CompanyHub

Delete a Deal

Deletes a deal specified by ID.

CompanyHub

Delete a Quote

Deletes a quote specified by ID.

CompanyHub

Delete a Quote Product

Deletes a selected product of a quote specified by ID.

CompanyHub

Delete a Record

Deletes a record of a specific table specified by ID.

CompanyHub

Delete a Sales Order

Deletes a sales order specified by ID.

CompanyHub

Delete a Sales Order Product

Deletes a sales order product specified by ID.

CompanyHub

Get a Company

Retrieves details of a company specified by ID.

CompanyHub

Get a Contact

Retrieves details of a contact specified by ID.

CompanyHub

Get a Deal

Retrieves details of a deal specified by ID.

CompanyHub

Get a Quote

Retrieves details of a quote specified by ID.

CompanyHub

Get a Quote Product

Retrieves details of a quote product specified by ID.

CompanyHub

Get a Record

Retrieves details of a record of a specific table specified by ID.

CompanyHub

Get a Sales Order

Retrieves details of a sales order specified by ID.

CompanyHub

Get a Sales Order Product

Retrieves details of a sales order product specified by ID.

CompanyHub

Make an API Call

Performs an arbitrary API call.

CompanyHub

Update a Company

Updates a company specified by ID.

CompanyHub

Update a Contact

Updates a contact specified by ID.

CompanyHub

Update a Deal

Updates a deal specified by ID.

CompanyHub

Update a Quote

Updates a quote specified by ID.

CompanyHub

Update a Quote Product

Updates a quote product specified by ID.

CompanyHub

Update a Record

Updates a record in a table specified by name.

CompanyHub

Update a Sales Order

Updates a sales order specified by ID.

CompanyHub

Update a Sales Order Product

Updates a sales order product specified by ID.

Planyo

Add a User

Adds a new user(customer) associated with your Planyo site.

Planyo

Add a Vacation

Adds a new one-time vacation for given resource or entire Planyo site.

Planyo

Delete a Reservation

Permanently removes a reservation.

Planyo

Get a Reservation

Gets a reservation.

Planyo

Get a User

Gets user data.

Planyo

Make an API Call

Performs an arbitrary authorized API call.

Planyo

Make a Reservation

Enters a new reservation into the system.

Planyo

Remove a User

Removes a user.

Planyo

Remove a Vacation

Removes a specified vacation.

Planyo

Update a Reservation

Updates a reservation.

Planyo

Update a User

Modifies an existing user's data.

Searches

Autopilot

List all Contacts

Returns a list of your contacts.

Autopilot

List all Lists

Returns a list of all available lists.

Autopilot

List Contacts on List

Returns a list of all of the contacts which are on this list.

Autopilot

List Contacts on Smart Segment

Returns a list of all of the contacts which are on this smart segment.

Autopilot

List Journeys with API Triggers

Returns a list of API Triggers along with the journey name to help you identify the correct one.

Autopilot

List Smart Segments

Returns a list of all available smart segments.

CompanyHub

Search Companies

Searches for companies.

CompanyHub

Search Contacts

Searches for contacts.

CompanyHub

Search Deals

Searches for deals.

CompanyHub

Search Quote Products

Searches for a quote products.

CompanyHub

Search Quotes

Searches for quotes.

CompanyHub

Search Records

Searches for records in a table specified by name.

CompanyHub

Search Sales Orders

Searches for sales orders.

CompanyHub

Search Sales Orders Products

Searches for sales order products.

Planyo

List Reservations

Lists all reservations that either start within given time period or that were entered into the system within given time period.

Planyo

List Users

Lists users.

Planyo

List Vacations

Lists all vacations within specified time range.