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

Autopilot
SugarCRM 7/8
SuperManager
Zoho Books
Zoho CRM
Podio
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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

Zoho CRM

Watch objects

Triggers when a new object is created or updated.

SugarCRM 7/8

Watch objects

Triggers when new object in SugarCRM is created or updated.

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.

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

Podio

Watch apps

Triggers when a new application is created.

Podio

Watch comments

Triggers when a new comment is created.

Podio

Watch contacts

Triggers when a new contact is created.

Podio

Watch files

Triggers when a new file is added.

Podio

Watch items

Triggers when a new item is created or existing item is updated.

Podio

Watch notifications

Triggers when a new notification is created.

Podio

Watch organizations

Triggers when a new organization is created.

Podio

Watch tasks

Triggers when a new task is created.

Podio

Watch views

Triggers when a new view is created.

Podio

Watch workspaces

Triggers when a new workspace is created.

Podio

Watch events INSTANT

Triggers as soon as a new event occurs.

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.

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.

Podio

Create an app item

Creates an app item.

Podio

Update an app item

Updates an already existing app item.

Podio

Delete an app item

Deletes an app item.

Podio

Search for app items

Returns app items matching the searched text.

Podio

Filter app items

Returns items matching the specified criteria.

Podio

Get app item

Retrieves an app item with a given ID.

Podio

Create a task

Creates a new task.

Podio

Edit a task

Edits an existing task.

Podio

Delete a task

Deletes an existing task.

Podio

Create a comment

Creates a new comment.

Podio

Edit a comment

Edits an existing comment.

Podio

Delete a comment

Deletes an existing comment.

Podio

Create a status

Creates a new status.

Podio

Attach a file

Attaches a file to a given object.

Podio

Edit a status

Edits an existing status.

Podio

Get app field

Gets an app dropdown field and it's values.

Podio

Make an API call

Makes a raw API call. The module allows you to make an arbitrary API call using the existing connection.

Podio

Delete a status

Deletes an existing status.

Podio

Get contacts

Retrieves a list of contacts.

Podio

Complete a task

Completes a task.

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.

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.