Zoho CRM, Klaviyo, SugarCRM 7/8, SuperManager, Autopilot, Zoho Books Integrations

Autopilot
SugarCRM 7/8
SuperManager
Zoho Books
Zoho CRM
Klaviyo
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Triggers

Zoho CRM

Watch objects

Triggers when a new object is created or updated.

Klaviyo

Watch a Person's Event Timeline for a Particular Metric

Triggers when there is a new person's batched timeline for one specific event type.

Klaviyo

Watch Campaigns

Triggers when a new campaign is created.

Klaviyo

Watch Profiles on a List

Triggers when a new profile of the predefined set is added to the given list, based on their e-mail addresses. The set can have maximum of 100 emails.

Klaviyo

Watch Profiles on a Segment

Triggers when a new profile of the predefined set is added to the given segment, based on their e-mail addresses. The set can have maximum of 100 emails.

SugarCRM 7/8

Watch objects

Triggers when new object in SugarCRM is created or updated.

SuperManager

After Booking INSTANT

Gets Activated When New Booking Is Created In SuperManager

SuperManager

After Booking Modified INSTANT

Gets activated when SuperManager Booking is modified

SuperManager

After Contract Sign INSTANT

Gets Activated When Contract Is Signed in SuperManager

SuperManager

After Payment INSTANT

Get Activated when payment is created in SuperManager

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.

Actions

Zoho CRM

Create object

Creates a new object.

Zoho CRM

Delete object

Deletes an existing object by its ID and object.

Zoho CRM

Get object

Returns info about an object.

Zoho CRM

Make an API Call

Performs an arbitrary authorized API call.

Zoho CRM

Update object

Updates an object.

Zoho CRM

Upload an attachment

Uploads an attachment to a record.

Klaviyo

Add Someone to a List

Adds a new person to the specified list. This module is DEPRECATED. Use the module to subscribe or re-subscribe profiles to a list instead.

Klaviyo

Add/Update a User's Attributes

Adds or updates one more more attributes for a Person, based on the Klaviyo person ID.

Klaviyo

Cancel a Campaign

Cancels a campaign.

Klaviyo

Clone a Campaign

Clones a campaign.

Klaviyo

Create/Update a Campaign

Creates a new campaign, or updates details of the given campaign.

Klaviyo

Get a Person's Attributes

Retrieves all the data attributes for a person, based on the Klaviyo person ID.

Klaviyo

Get List Details

Returns information about a list.

Klaviyo

Get Summary Info about a List

Returns summary information for the list. This module is DEPRECATED. Use the module to get list details instead.

Klaviyo

Send a Campaign Immediately

The endpoint queues a campaign for immediate delivery.

Klaviyo

Schedule a Campaign

Schedules a campaign for a time in the future.

Klaviyo

Subscribe Profiles to a List

Subscribes or re-subscribes profiles to a list.

Klaviyo

Track Events

Tracks when someone takes an action or does something.

Klaviyo

Track Properties

Tracks properties about an individual without tracking an associated event.

Klaviyo

Unsubscribe and Remove Profiles from a List

Unsubscribes and removes profiles from a list.

SugarCRM 7/8

Create object

Creates a new object in Sugar CRM.

SugarCRM 7/8

Delete object

Deletes an object by it's ID in Sugar CRM.

SugarCRM 7/8

Get object

Returns an object by it's ID from Sugar CRM.

SugarCRM 7/8

Update object

Update an existing object in Sugar CRM.

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.

Zoho Books

Create a Bill

Create a bill received from your vendor.

Zoho Books

Create a Contact

Create a contact with given information.

Zoho Books

Create a Contact Person

Create a contact person for a contact.

Zoho Books

Create an Employee

Create an employee for an expense.

Zoho Books

Create an Expense

Create a billable or non-billable expense.

Zoho Books

Create an Invoice

Create an invoice for your customer.

Zoho Books

Create a Payment

Create a new payment.

Zoho Books

Delete a Bill

Delete an existing bill. Bills which have payments applied cannot be deleted.

Zoho Books

Delete a Contact

Delete an existing contact.

Zoho Books

Delete a Contact Person

Delete an existing contact person.

Zoho Books

Delete an Employee

Delete an existing employee.

Zoho Books

Delete an Expense

Delete an existing expense.

Zoho Books

Delete an Invoice

Delete an existing invoice. Invoices which have payment or credits note applied cannot be deleted.

Zoho Books

Delete an Invoice Payment

Delete a payment made to an invoice.

Zoho Books

Delete a Payment

Delete an existing payment.

Zoho Books

Download an Invoice

Download the PDF file of an invoice.

Zoho Books

Email an Invoice

Email an invoice to the customer.

Zoho Books

Get a Bill

Get the details of a bill.

Zoho Books

Get a Contact

Get the details of a contact.

Zoho Books

Get a Contact Person

Get the details of a contact person.

Zoho Books

Get an Employee

Get the details of an employee.

Zoho Books

Get an Expense

Get the details of the Expense.

Zoho Books

Get an invoice

Get the details of an invoice.

Zoho Books

Get a Payment

Get the details of an existing payment.

Zoho Books

Make an API Call

Performs an arbitrary authorized API call.

Zoho Books

Mark an Invoice as Draft

Mark a voided invoice as draft.

Zoho Books

Remind Customer about an Unpaid Invoice

Remind your customer about an unpaid invoice by email. Reminder will be sent, only for the invoices which are in open or overdue status.

Zoho Books

Update a Bill

Update a bill. To delete a line item just remove it from the line_items list.

Zoho Books

Update a Contact

Update an existing contact. To delete a contact person remove it from the contact_persons list.

Zoho Books

Update a Contact Person

Update an existing contact person.

Zoho Books

Update an Expense

Update an existing Expense.

Zoho Books

Update an Invoice

Update an existing invoice.

Zoho Books

Update a Payment

Update an existing payment.

Zoho Books

Void an Invoice

Mark an invoice status as void. Upon voiding, the payments and credits associated with the invoices will be unassociated and will be under customer credits.

Searches

Zoho CRM

List fields

Lists all available fields for module.

Zoho CRM

List modules

Lists all available modules.

Zoho CRM

List objects

List all available objects.

Zoho CRM

Search objects

Searches for an object.

Klaviyo

Export Metric Data

Exports event data from Klaviyo, optionally filtering and segmented on available event properties.

Klaviyo

Check if Someone Is in a Segment

Checks if one or more people are already members of the specified segment, based on their e-mail addresses.

Klaviyo

List Campaign Recipients

Returns summary information about email recipients for the campaign specified that includes each recipients email, customer ID, and status.

Klaviyo

List Campaigns

Returns a list of all the campaigns you've created.

Klaviyo

List Metrics

Returns a list of all the metrics.

Klaviyo

List Profiles in a List or in a Segment

Returns profiles (emails, IDs) in a given list or segment.

Klaviyo

List the Event Timeline for a Particular Metric

Returns a batched timeline for one specific type of metric.

Klaviyo

Search Profiles on a List

Returns profiles that are on a list and not suppressed. Profiles are checked based on the predefined set of their emails.

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.

Zoho Books

List Bills

List all bills.

Zoho Books

List Contact Persons

List all contact persons.

Zoho Books

List Contacts

List all contacts.

Zoho Books

List Customer Payments

List all the payments made by your customer.

Zoho Books

List Employees

List employees with pagination.

Zoho Books

List Expenses

List all the Expenses.

Zoho Books

List Invoice Payments

Get the list of payments made for an invoice.

Zoho Books

List Invoices

List all invoices.

Zoho Books

List Items

Get the list of all active items.