Slack, Bank of America, Coinbase Pro Integrations, Webhooks, Zoho Books, Capsule CRM Integrations

Bank of America
Capsule CRM
Webhooks
Slack
Zoho Books
Coinbase Pro Integrations
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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

Slack

New Message INSTANT

Triggers when a new message is created.

Slack

Watch Direct Messages

Triggers when a new message is added to a direct message channel.

Slack

Watch Files

Triggers when a new file is added.

Slack

Watch Multiparty Direct Messages

Triggers when a new message is added to a multiparty direct message channel.

Slack

Watch Private Channel Messages

Triggers when a new message is added to a private channel.

Slack

Watch Public Channel Messages

Triggers when a new message is added to a public channel.

Slack

Watch Users

Triggers when a new user is added.

Webhooks

Custom mailhook INSTANT

Triggers when Integromat receives data.

Webhooks

Custom webhook INSTANT

Triggers when Integromat receives data.

Capsule CRM

Watch new Cases

Check if new Case was created.

Capsule CRM

Watch new Opportunities

Check if new Opportunity was created.

Capsule CRM

Watch new Parties

Check if new Party was created.

Capsule CRM

Watch new Tasks

Check if new Task was created.

Transformers

Bank of America

Parser of Your Available Balance email messages

Processes text of Your Available Balance emails. The output data is then available for further use.

Actions

Slack

Add a Star

Adds a star to an item (message, file, channel or DM) on behalf of the authenticated user.

Slack

Archive a Channel

Archives a channel.

Slack

Complete a Reminder

Completes a reminder.

Slack

Create a Channel

Creates a channel.

Slack

Create a Message

Creates a message.

Slack

Create a Reminder

Creates a reminder.

Slack

Create a Text File

Creates a text file.

Slack

Delete a File

Deletes a file.

Slack

Delete a Message

Removes a message.

Slack

Delete a Reminder

Deletes a reminder.

Slack

Download a File

Downloads a file.

Slack

Get a File

Returns information about a file in your team.

Slack

Get a Channel

Returns information about a workspace channel.

Slack

Get a Private Channel Message

Returns a message with a given ID from a specified private channel.

Slack

Get a Public Channel Message

Returns a message with a given ID from a specified public channel.

Slack

Get a Reminder

Returns information about a reminder.

Slack

Get a User

Returns information about a member of a workspace.

Slack

Invite Users

Invites 1-30 users to a public or private channel.

Slack

Join a Channel

Joins to an existing channel.

Slack

Kick a User

Removes a user from a channel.

Slack

Leave a Channel

Leaves a channel.

Slack

Make an API Call

Performs an arbitrary authorized API call.

Slack

Remove a Star

Removes a star from an item (message, file, channel, private group, or DM) on behalf of the authenticated user.

Slack

Search for User

Retrieves a single user by looking them up by their registered email address.

Slack

Set a Status

Update a user's current status.

Slack

Set the Purpose of a Channel

Changes the purpose of a channel.

Slack

Set the Topic of a Channel

Changes the topic of a channel.

Slack

Unarchive a Channel

Unarchives a channel.

Slack

Update a Message

Updates a message.

Slack

Upload a File

Creates or uploads a file.

Webhooks

Webhook response

Creates a response to the webhook.

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.

Capsule CRM

Add an Additional Party in Case

Add an person or organisation as an additional contact to the case.

Capsule CRM

Add an Additional Party in Opportunity

Add an person or organisation as an additional contact to the opportunity

Capsule CRM

Create a Case

Creates a new case.

Capsule CRM

Create a Custom Field

Creates a new party, opportunity or case custom field.

Capsule CRM

Create a Milestone

Creates a new opportunity milestone.

Capsule CRM

Create an Entry

Creates a new entry.

Capsule CRM

Create an Opportunity

Creates a new opportunity.

Capsule CRM

Create a Party

Creates a new party.

Capsule CRM

Create a Tag

Defines a new party, opportunity or case tag.

Capsule CRM

Create a Task

Creates a new task.

Capsule CRM

Create a Task Category

Creates a new task category.

Capsule CRM

Create a Track

Applies a Track definition to a case or opportunity to create a track.

Capsule CRM

Delete a Case

Fully delete the specific case from Capsule.

Capsule CRM

Delete a Custom Field

Removes a custom field from your capsule account

Capsule CRM

Delete a Milestone

Removes a Milestone from the capsule account. You cannot delete a Milestone while it is still being used on an Opportunity. First you need to update the Milestone on all such Opportunities.

Capsule CRM

Delete an Entry

Removes an entry from the capsule account and any associated attachments.

Capsule CRM

Delete an Opportunity

Fully delete a specific opportunity from capsule.

Capsule CRM

Delete a Party

Fully delete the specific party from capsule.

Capsule CRM

Delete a Tag

Removes a tag from the capsule account. NOTE that this will remove the tag from any parties, opportunities and cases it was assigned to.

Capsule CRM

Delete a Task

Fully delete the specific task from capsule.

Capsule CRM

Delete a Task Category

Removes a category from your capsule account. Any tasks under this category will be retained but will become uncategorized.

Capsule CRM

Delete a Track

Remove track and related tasks from case or opportunity.

Capsule CRM

Remove an Additional Party in Case

Remove that person or organisation as an additional contact of the case.

Capsule CRM

Remove an Additional Party in Opportunity

Remove that person or organisation as an additional contact of the opportunity.

Capsule CRM

Show a Case

Show a specified case

Capsule CRM

Show a Custom Field

Show a specified custom field.

Capsule CRM

Show a Milestone

Show a specific milestone.

Capsule CRM

Show an Entry

Show a specified note, email or the details of a completed party task.

Capsule CRM

Show an Opportunity

Returns a specific opportunity.

Capsule CRM

Show a Party

Show a specified person or organisation.

Capsule CRM

Show a Tag

Show a specific tag.

Capsule CRM

Show a Task

Show a specific task.

Capsule CRM

Show a Task Category

Show a specific Task Category.

Capsule CRM

Show a Track

Show a specific track.

Capsule CRM

Update a Case

Updates an existing case

Capsule CRM

Update a Custom Field

Update the details of a party, opportunity or case field definition.

Capsule CRM

Update a Milestone

Update the name, description or probability of a milestone.

Capsule CRM

Update an Entry

Update the content of notes and emails.

Capsule CRM

Update an Opportunity

Updates an existing opportunity

Capsule CRM

Update a Party

Update an existing party. Fields that are not included in the request will remain unchanged.

Capsule CRM

Update a Tag

Update the details of a party, opportunity or case tag.

Capsule CRM

Update a Task

Updates an existing Task.

Capsule CRM

Update a Task Category

Allows to rename or change the colour of the task category.

Capsule CRM

Update a Track

Updates basic details about a track.

Searches

Slack

List Files

Returns a list of files within the team.

Slack

List Channels

Returns a list of all channels in a workspace.

Slack

List Members in Channel

Retrieve members of a channel.

Slack

List Reminders

Lists all reminders created by or for a given user.

Slack

List Users

Returns a list of all users in the workspace.

Slack

Search for Message

Returns messages matching a search query.

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.

Capsule CRM

List Additional Parties in Case

The collection of additional parties related to this case.

Capsule CRM

List Additional Parties in Opportunity

The collection of additional parties related to this opportunity.

Capsule CRM

List Cases

The collection of Cases on the Capsule account.

Capsule CRM

List Custom Fields

The collection all of custom on your Capsule account.

Capsule CRM

List Deleted Cases

The collection of deleted cases on the Capsule account.

Capsule CRM

List Deleted Opportunities

Returns a collection of deleted opportunities on the Capsule account.

Capsule CRM

List Deleted Parties

A collections of parties that have been deleted from capsule since the date specified in the since parameter.

Capsule CRM

List Employees

The collection of employees linked to this organisation.

Capsule CRM

List Entries

List notes, emails and completed tasks for parties, cases and opportunities.

Capsule CRM

List Entries by Date

List notes, emails and the details of completed party tasks in descending order starting with the most recent entry date first.

Capsule CRM

List Milestones

The collection of all the milestones on your Capsule account.

Capsule CRM

List Opportunities

The collection of opportunities on the Capsule account.

Capsule CRM

List Opportunities by Party

The collection of all opportunities associated with the given party.

Capsule CRM

List Parties

The collection of Parties on the Capsule account.

Capsule CRM

List Tags

The collection of all of tags on your Capsule account.

Capsule CRM

List Task Categories

The collection of all the task categories on your Capsule account.

Capsule CRM

List Tasks

The collection of Tasks on the Capsule account.

Capsule CRM

List Track Definitions

List track definitions with the option to filter for only the track definitions for cases or opportunities.

Capsule CRM

List Tracks

List tracks for a specified case or opportunity.

Capsule CRM

Search Cases

Search for cases on the Capsule account. This will return the same results as the global search inside Capsule.

Capsule CRM

Search Opportunities

Search for opportunities on the Capsule account. This will return the same results as the global search inside Capsule.

Capsule CRM

Search Parties

Search for parties on the Capsule account. This will return the same results as the global search inside Capsule.

Capsule CRM

Show Multiple Cases

Allows to load a list of cases by providing their unique ids.

Capsule CRM

Show Multiple Opportunities

Returns a list of opportunities, specified by the opportunityIds provided.

Capsule CRM

Show Multiple Parties

Allows to load a list of parties by providing their unique ids.