SugarCRM 7/8, Infusionsoft, Autopilot, Zoho Books Integrations

Autopilot
SugarCRM 7/8
Zoho Books
Infusionsoft
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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

SugarCRM 7/8

Watch objects

Triggers when new object in SugarCRM is created or updated.

Infusionsoft

Watch a Tag

Checks if specific tag was added to any contact.

Infusionsoft

Watch Event INSTANT

Triggers when a specified event occurs.

Infusionsoft

Watch new Applied Tags

Checks if a new tag was applied to a specific contact.

Infusionsoft

Watch new Appointments

Checks if new appointment was created.

Infusionsoft

Watch new Contacts

Checks if new contact was created.

Infusionsoft

Watch new Files

Checks if new file was created.

Infusionsoft

Watch new Notes

Checks if new note was created.

Infusionsoft

Watch new Opportunities

Checks if new opportunity was created.

Infusionsoft

Watch new Orders

Checks if new order was created.

Infusionsoft

Watch new Tasks

Checks if new task was created.

Infusionsoft

Watch sent Emails

Checks if new email was sent.

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

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.

Infusionsoft

Apply Tags

Applies a list of tags to a given contact record.

Infusionsoft

Apply Tag to Contacts

Applies a tag to a list of contacts.

Infusionsoft

Create a Contact

Creates a new contact in your contact list.

Infusionsoft

Create a Task

Creates a new task.

Infusionsoft

Create or Update a Contact

Creates a new contact or updates a contact in your contact list.

Infusionsoft

Create Tag

Creates a new tag.

Infusionsoft

Create Tag Category

Creates a new tag category.

Infusionsoft

Delete an Appointment

Deletes the specified appointment.

Infusionsoft

Delete Contact

Deletes the specified contact.

Infusionsoft

Delete File

Deletes the specified file.

Infusionsoft

Delete Note

Deletes a note.

Infusionsoft

Delete Task

Permanently deletes a specified task.

Infusionsoft

Make an API Call

Performs an arbitrary authorized API call.

Infusionsoft

Remove Applied Tags

Removes a list of tags from the given contact.

Infusionsoft

Remove Tag from Contacts

Removes a tag from a list of contacts.

Infusionsoft

Replace a File

Uploads a file to replace an existing one.

Infusionsoft

Retrieve a Contact

Retrieves a single contact.

Infusionsoft

Retrieve a File

Retrieves metadata about a specific file.

Infusionsoft

Retrieve an Appointment

Retrieves a specific appointment belonging to you.

Infusionsoft

Retrieve an Opportunity

Retrieves a single opportunity.

Infusionsoft

Retrieve an Order

Retrieves a single order.

Infusionsoft

Retrieve a Note

Retrieves a single note.

Infusionsoft

Retrieve a Tag

Retrieves a single tag.

Infusionsoft

Retrieve a Task

Retrieves a single task.

Infusionsoft

Retrieve Product

Retrieves a single product from your Infusionsoft account.

Infusionsoft

Retrieve Transaction

Retrieves a single transaction.

Infusionsoft

Update a Contact

Updates a contact with only the values provided in the request.

Infusionsoft

Update Task

Updates a task with only the values provided in the request.

Infusionsoft

Upload a File

Uploads a File.

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

Infusionsoft

List All Emails sent

Retrieves a list of emails that have been sent.

Infusionsoft

List Applied Tags

Retrieves a list of tags applied to a given contact.

Infusionsoft

List Appointments

Retrieves all your appointments

Infusionsoft

List Campaigns

Retrieves all your campaigns

Infusionsoft

List Contacts

Retrieves a list of all your contacts

Infusionsoft

List Custom Fields of Contacts

Retrieves a list of custom fields for Contacts

Infusionsoft

List Emails sent to Contact

List Emails that have been sent to a Contact

Infusionsoft

List Files

Retrieves a list of all files

Infusionsoft

List Notes

Retrieves a list of all notes.

Infusionsoft

List Opportunities

Retrieves a list of all opportunities

Infusionsoft

List Orders

Retrieves a list of all orders using the specified search criteria

Infusionsoft

List Products

Retrieves a list of all products

Infusionsoft

List Tagged Contacts

Retrieves a list of contacts that have the given tag applied

Infusionsoft

List Tags

Retrieve a list of tags defined in the application

Infusionsoft

List Tasks

Retrieves a list of all tasks using the specified search criteria

Infusionsoft

List Transactions

Retrieves a list transactions for a given contact.

Infusionsoft

Retrieve Commissions

Retrieves a list of commissions based on affiliate or date range.

Infusionsoft

Retrieve Order Transactions

Retrieves a list of all transactions on a given order using the specified search criteria.

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.

Integrate SugarCRM 7/8, Infusionsoft, Autopilot, Zoho Books with these services