HeySpace, BeLazy, Zoho Books Integrations

BeLazy
HeySpace
Zoho Books
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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

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.

Zoho Books

Watch Bill INSTANT

Watch for bill.

Zoho Books

Watch Customers INSTANT

Watch for customer.

Zoho Books

Watch Estimates INSTANT

Watch for estimate.

Zoho Books

Watch Expenses INSTANT

Watch for expense.

Zoho Books

Watch Invoices INSTANT

Watch for Invoice.

Zoho Books

Watch Items INSTANT

Watch for item.

Zoho Books

Watch Payments INSTANT

Watch for customer payment.

Zoho Books

Watch Vendors INSTANT

Triggers by a vendor workflow.

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.

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.

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 Estimate

Create an estimate for your customer.

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 an Item

Create a new item.

Zoho Books

Create a Payment

Create a new payment.

Zoho Books

Create a Sales Order

Creates a sales order for your customer.

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 Estimate

Delete an existing estimate.

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 an Item

Delete the item created. Items that are part of transaction cannot be deleted.

Zoho Books

Delete a Payment

Delete an existing payment.

Zoho Books

Delete a Sales Order

Deletes an existing sales order. Invoiced sales order cannot be deleted.

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

Email a Sales Order

Emails a sales order 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 Estimate

Get the details of an estimate.

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 an Item

Details of an existing item.

Zoho Books

Get a Payment

Get the details of an existing payment.

Zoho Books

Get a Sales Order

Get the details of a sales order.

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

Mark an Item as Active

Mark an inactive item as active.

Zoho Books

Mark an Item as Inactive

Mark an active item as inactive.

Zoho Books

Mark a Sales Order as Open

Marks a draft sales order as open.

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 Estimate

Update an existing estimate. To delete a line item just remove it from the line_items list.

Zoho Books

Update an Expense

Update an existing Expense.

Zoho Books

Update an Invoice

Update an existing invoice.

Zoho Books

Update an Item

Update the details of an item.

Zoho Books

Update a Payment

Update an existing payment.

Zoho Books

Update a Sales Order

Updates an existing sales order. To delete a line item just remove it from the line_items list.

Zoho Books

Void an Invoice

Marks an invoice status as void. Upon voiding, the payments and credits associated with the invoices will be unassociated and will be under customer credits.

Zoho Books

Void a Sales Order

Marks a sales order as void.

Searches

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.

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 Estimates

List all estimates.

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.

Zoho Books

List Sales Orders

List all sales orders.