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!
Watches user and document events.
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.
Creates a card in specific list and space
Creates a comment in a card
Creates a list of cards in a specific space
Creates a checklist item in a card
Creates message in a space
Creates a space in specific workspace
Performs an arbitrary authorized API call.
Cancels a group invite.
Cancels an invite to sign a document.
Adds a custom event to the audit log.
Creates a new document copy from a template.
Creates a document group from a list of documents.
Creates a Folder.
Creates a signing link for a specific document. Signing links allow the user (recipients of the signing link) to send invites to this document on your behalf.
Creates a template using a document.
Deletes a document.
Deletes a document group.
Deletes a folder.
Downloads a document as zip or pdf.
Downloads a file attached to the document by signer.
Retrieves a document.
Retrieves document and role information of documents in a document group.
Retrieves invite action information of a group invite, including the status of each step and action.
Retrieves a one-time use URL to download the document as a PDF.
Retrieves the details of the user.
Performs an arbitrary authorized API call.
Merges existing documents into one.
Moves a document to a specified folder.
Renames a folder.
Resends invite emails to those with pending invites for the group invite or to specific users.
Resends your email invitation.
Sends a free-form invite or a role-based invite.
Creates a multi-step invite for a document group.
Uploads a document. Accepts .doc, .docx, .pdf, .xls, .xlsx, .ppt, .pptx and .png file types.
Uploads a document with signNow text tags. Only .doc, .docx, and .pdf are supported.
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.
Acknowledges the successful processing of a project received from BeLazy. Projects not acknowledged will remain in the active project list.
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.
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.
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.
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.
Creates a new workspace.
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.
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.
Deletes the workspace, including all files in the workspace. This operation cannot be reversed.
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.
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.
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.
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.
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.
Gets the details of a connection.
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.
Gets the properties of a particular file.
Get an opportunity with all its properties by it's identifier.
Gets the details of an active project.
Gets the properties of a workspace.
Performs an arbitrary authorized API call.
Removes a file from a workspace.
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.
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.
Invokes the synchronization of an automated connection.
Invokes the synchronization of a specified project via the vendor portal connection.
Updates the properties of a workspace. All properties will be overwritten with the provided values.
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.
Retrieves the history of a document.
Retrieves a folder's documents.
Retrieves the subfolders of a folder.
Retrieves all the folders of a user.
Retrieves the user's documents.
Retrieves the user's modified documents.
Retrieves all document groups.
Retrieves all pending invite information as well as invites already signed for a group invite for the user that makes the call. If the user making the call is the document owner, it will return pending invites for that user and ALL actions that have already been fulfilled.
Lists the connections defined in BeLazy. This module returns with an iteration through the connections.
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.
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.
Lists the files matching the specified search criteria associated with the specified workspace.
Lists the languages known by BeLazy.
Lists opportunities with filtering. The filter criteria are combined and an opportunity must match all.
Lists projects with filtering. The filter criteria are combined and a project must match all.
Lists the specializations known by BeLazy.
Lists the workspaces matching the specified search criteria.