HeySpace, Close CRM, BeLazy Integrations

BeLazy
Close CRM
HeySpace
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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

Close CRM

Watch Email Sequence Created / Updated INSTANT

Triggers when an email sequence is created or updated.

Close CRM

Watch Lead Status Changed INSTANT

Triggers when an existing lead's status has been changed.

Close CRM

Watch Meeting Status Changed INSTANT

Triggers when a meeting is created, started, completed or canceled.

Close CRM

Watch Membership Activated / Deactivated INSTANT

Triggers when a new membership is activated or deactivated.

Close CRM

Watch New Call Activity INSTANT

Triggers when a new call activity is logged.

Close CRM

Watch New Contact INSTANT

Triggers when a new contact is created.

Close CRM

Watch New Email Activity INSTANT

Triggers when a new email activity is created.

Close CRM

Watch New Export INSTANT

Triggers when a new export is created.

Close CRM

Watch New Inbox Item INSTANT

Triggers when a new inbox item is created.

Close CRM

Watch New Lead INSTANT

Triggers when a new lead is created.

Close CRM

Watch New Note Activity INSTANT

Triggers when a new note activity is created.

Close CRM

Watch New Opportunity INSTANT

Triggers when a new opportunity is created.

Close CRM

Watch New Smart View INSTANT

Triggers when a new smart view is created.

Close CRM

Watch New SMS Activity INSTANT

Triggers when a new SMS activity is created.

Close CRM

Watch New Task INSTANT

Triggers when a new task is created.

Close CRM

Watch Opportunity Status Changed INSTANT

Triggers when an existing opportunity status has been changed.

BeLazy

Watch New Approved Project INSTANT

Triggers when BeLazy notifies Integromat of new incoming project that is approved automatically or manually. The module returns with an iteration through the available projects in BeLazy.

Actions

HeySpace

Create a Card

Creates a card in specific list and space

HeySpace

Create a Card Comment

Creates a comment in a card

HeySpace

Create a Card List

Creates a list of cards in a specific space

HeySpace

Create a Checklist Item

Creates a checklist item in a card

HeySpace

Create a Message

Creates message in a space

HeySpace

Create a Space

Creates a space in specific workspace

HeySpace

Make an API Call

Performs an arbitrary authorized API call.

Close CRM

Create a Contact

Creates a new contact.

Close CRM

Create a Lead

Creates a new lead.

Close CRM

Create an Email Activity

Creates a new email activity.

Close CRM

Create an Email Sequence

Creates a new email sequence.

Close CRM

Create an Export

Creates a new export.

Close CRM

Create an Opportunity

Creates a new opportunity.

Close CRM

Create a Note Activity

Creates a new note activity.

Close CRM

Create an SMS Activity

Creates a new SMS activity.

Close CRM

Create a Smart View

Creates a new smart view.

Close CRM

Create a Task

Creates a new task.

Close CRM

Delete a Call Activity

Deletes a call activity.

Close CRM

Delete a Contact

Deletes a contact.

Close CRM

Delete a Lead

Deletes a lead.

Close CRM

Delete an Email Activity

Deletes an email activity.

Close CRM

Delete an Opportunity

Deletes an opportunity.

Close CRM

Delete a Note Acivity

Deletes a note activity.

Close CRM

Delete an SMS Activity

Deletes an SMS activity.

Close CRM

Delete a Smart View

Deletes a smart view.

Close CRM

Delete a Task

Deletes a task.

Close CRM

Export an Activity Report to CSV

Exports an activity report to the CSV file.

Close CRM

Get a Call Activity

Gets a single call activity.

Close CRM

Get a Contact

Gets a single contact.

Close CRM

Get a Lead

Gets a single lead.

Close CRM

Get a Lead Status Change Report

Gets a lead status change report for your organization.

Close CRM

Get an Activity Report

Gets an activity report for your organization.

Close CRM

Get an Email Activity

Gets a single email activity.

Close CRM

Get an Email Sequence

Gets an existing email sequence.

Close CRM

Get an Export

Gets a single export.

Close CRM

Get an Opportunity

Gets a single opportunity.

Close CRM

Get an Opportunity Status Change Report

Gets an opportunity status change report for your organization.

Close CRM

Get a Note Activity

Gets a single note activity.

Close CRM

Get an SMS Activity

Gets a single SMS activity.

Close CRM

Get a Random User

Gets a random user from your organization.

Close CRM

Get a Sent Emails Report

Gets a report about sent emails grouped by template for your organization.

Close CRM

Get a Smart View

Gets a single smart view.

Close CRM

Get a Task

Gets a single task.

Close CRM

Get a User

Gets a user by ID.

Close CRM

Log a Call Activity

Logs a completed call activity.

Close CRM

Make an API Call

Performs an arbitrary authorized API call.

Close CRM

Merge Two Leads

Merges one lead into another lead.

Close CRM

Subscribe a Contact to Email Sequence

Subscribes a contact to an email sequence.

Close CRM

Update a Contact

Updates a contact.

Close CRM

Update a Lead

Updates a lead.

Close CRM

Update an Email Sequence

Updates an existing email sequence.

Close CRM

Update an Opportunity

Updates an opportunity.

Close CRM

Update a Note Activity

Updates a note activity.

Close CRM

Update a Phone Number

Updates a phone number.

Close CRM

Update a Smart View

Updates a smart view.

Close CRM

Update a Task

Updates a task.

BeLazy

Accept An Opportunity

Accepts an opportunity, which creates a project in BeLazy and begins transferring it to your BMS. Please note, that acceptance is an instantaneous process, however, project creation and transferring it to the BMS is an asynchronous process. This operation is applicable when you want to control what opportunities to accept or dismiss.

BeLazy

Acknowledges Project

Acknowledges the successful processing of a project received from BeLazy. Projects not acknowledged will remain in the active project list.

BeLazy

Add File To Workspace

Adds a file to a workspace. The file must already be uploaded; with this operation the file is added to the the workspace and its properties are set. If a file is already added to the workspace the properties of the file are set.

BeLazy

Add/Update Deliverable

Adds a new deliverable file to a project or updates the properties of an existing deliverable file. Adding the deliverable registers the deliverable file (but does not start the delivery process). This operation is applicable when your system is acting as a BMS and wants to deliver projects into BeLazy.

BeLazy

Clear Vendor Of Project

Clears the vendor assigned to the project's pricing item in the BMS. As a result, BeLazy will try to remove this assignments in the origin system. This operation is applicable when using a REST Api BMS and project creation in the BMS has been acknowledged.

BeLazy

Create Opportunity From Workspace

Creates an opportunity from the specified files of a workspace. The workspace is the holder (staging area) of the content (files). When all content is present in a workspace, create an opportunity with this operation.

BeLazy

Create Workspace

Creates a new workspace.

BeLazy

Delete Deliverable

Removes a deliverable file from a project. This operation is applicable when your system is acting as a BMS and wants to deliver projects into BeLazy.

BeLazy

Delete File

Deletes a file. Generally an uploaded file should be referenced in a futher API call and should not be deleted. The removal is offered for convenience to discard uploads made by mistake. Uploaded but unused files are also deleted within 10 minutes.

BeLazy

Delete Workspace

Deletes the workspace, including all files in the workspace. This operation cannot be reversed.

BeLazy

Deliver Entire Project

Signals that the project was delivered in the BMS. This will start the final deliver / close process in the vendor portal (and prevent uploading / modifying of deliverables to BeLazy). This operation is applicable when your system is acting as a BMS and wants to deliver projects into BeLazy.

BeLazy

Deliver Project Item

After deliverable files are uploaded to BeLazy a (partial) delivery process can be started using this operation. The delivery process will upload the deliverables belonging to the delivered part of the project to the vendor portal. After the delivery of this part of the project is started, no more modification of deliverables assigned to the delivered project part is possible. This operation is applicable when your system is acting as a BMS and wants to deliver projects into BeLazy.

BeLazy

Dismiss An Opportunity

Dismisses an opportunity, which results in the opportunity being ignored and no longer offered for acceptance. This operation is applicable when you want to control what opportunities to accept or dismiss.

BeLazy

Download Deliverable

Download a particular deliverable file associated with a project. This operation is applicable when when your system is a proprietary vendor portal and want to fetch deliverables from the BMS.

BeLazy

Download File

Downloads the files from BeLazy which then can be stored with a following step to Dropbox, GDrive, FTP etc. This module is meant to be preceeded by a Query File List module that returns with the files available in the project.

BeLazy

Get Connection

Gets the details of a connection.

BeLazy

Get Deliverable

Gets metadata of a deliverable associated with a project. This operation is applicable when (1) your system is acting as a BMS and wants to deliver projects into BeLazy, and (2) when your system is a propriatary vendor portal and want to fetch deliverables from the BMS.

BeLazy

Get File In Workspace

Gets the properties of a particular file.

BeLazy

Get Opportunity

Get an opportunity with all its properties by it's identifier.

BeLazy

Get Project

Gets the details of an active project.

BeLazy

Get Workspace

Gets the properties of a workspace.

BeLazy

Make an API Call

Performs an arbitrary authorized API call.

BeLazy

Remove File From Workspace

Removes a file from a workspace.

BeLazy

Set Vendor For Project

Sets a vendor assigned to the project's pricing item in the BMS. As a result, BeLazy will try to apply this assignments in the origin system — using the mapping information between the vendors in the BMS and the lingusits in the origin system. This operation is applicable when using a REST Api BMS and project creation in the BMS has been acknowledged.

BeLazy

Signal Project Delivery

Signals that a project was succesfully delivered and closed in the external vendor portal. This operation marks the project as succesfully delivered and closed. This operation is applicable when your system is a proprietary vendor portal.

BeLazy

Synchronize Connection

Invokes the synchronization of an automated connection.

BeLazy

Synchronize Project

Invokes the synchronization of a specified project via the vendor portal connection.

BeLazy

Update Workspace

Updates the properties of a workspace. All properties will be overwritten with the provided values.

BeLazy

Upload a file

Uploads a new file. The successful operation returns an identifier, which can be used to reference to this file in further Api calls. Uploaded and unused (unreferenced) files are kept for no longer than 10 minutes. The maximum accepted file size is 3GB.

Searches

Close CRM

List Activities

Gets a list of activities.

Close CRM

List Call Activities

Gets a list of call activities.

Close CRM

List Contacts

Gets a list of contacts.

Close CRM

List Email Activities

Gets a list of email activities.

Close CRM

List Email Sequences

Get a list of email sequences.

Close CRM

List Exports

Gets a list of exports.

Close CRM

List Note Activities

Gets a list of note activities.

Close CRM

List Roles

Gets a list of roles.

Close CRM

List Smart Views

Gets a list of smart views.

Close CRM

List SMS Activities

Gets a list of SMS activities.

Close CRM

List Users

Gets a list of users.

Close CRM

Search Leads

Searches for leads or lists them all.

Close CRM

Search Opportunities

Searches for opportunities or lists them all.

Close CRM

Search Tasks

Searches for tasks or lists them all.

BeLazy

List Connections

Lists the connections defined in BeLazy. This module returns with an iteration through the connections.

BeLazy

List Deliverables Of Project

Fetches the list of deliverables of the project. Metadata regarding every deliverable of the project is returned. This operation is applicable when (1) your system is acting as a BMS and wants to deliver projects into BeLazy, and (2) when your system is a propriatary vendor portal and want to fetch deliverables from the BMS.

BeLazy

List Files In Project

Lists the files in a project, generally it should come after a check if the project has files (origin.hasFiles = true). The module returns with an iteration through the available files that then can be downloaded using the Download File module.

BeLazy

List Files In Workspace

Lists the files matching the specified search criteria associated with the specified workspace.

BeLazy

List Languages

Lists the languages known by BeLazy.

BeLazy

List Opportunities

Lists opportunities with filtering. The filter criteria are combined and an opportunity must match all.

BeLazy

List Projects

Lists projects with filtering. The filter criteria are combined and a project must match all.

BeLazy

List Specializations

Lists the specializations known by BeLazy.

BeLazy

List Workspaces

Lists the workspaces matching the specified search criteria.