BeLazy, Yodel.io, Xero Integrations

BeLazy
Xero
Yodel.io
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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.

Yodel.io

Call ended INSTANT

Triggers when a call is finished or was missed.

Yodel.io

Inbound call INSTANT

Triggers when a call is incoming.

Yodel.io

Outbound call INSTANT

Triggers when a call is outgoing.

Yodel.io

Tag added INSTANT

Triggers when a call is tagged.

Yodel.io

Tag removed INSTANT

Triggers when a call tag is removed.

Xero

Watch Bank Transactions

Triggers when a bank transaction is added or updated.

Xero

Watch Bank Transfers

Triggers when a new bank transfer is created.

Xero

Watch Contacts

Triggers when a contact is created or updated.

Xero

Watch Credit Notes

Triggers when a credit note is added or updated.

Xero

Watch Invoices

Triggers when an invoice is added or updated.

Xero

Watch Items

Triggers when a new item is created.

Xero

Watch Manual Journals

Triggers when a manual journal is created or updated.

Xero

Watch Payments

Triggers when a payment is created or updated.

Xero

Watch Purchase Orders

Triggers when an order is added or updated.

Actions

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.

Yodel.io

Create or Update Contact

Creates or updates a contact.

Yodel.io

Send a Text Message

Sends a text message (SMS) from your phone number.

Xero

Add a Contact to a Contact Group

Adds a contact to a specified contact group.

Xero

Archive a Contact

Archives a contact with a given ID.

Xero

Create a Bank Transaction

Creates a new bank transaction.

Xero

Create a Bank Transfer

Transfers a specified amount from one account to another.

Xero

Create a Contact

Creates a new contact.

Xero

Create a Contact Group

Creates a contact group.

Xero

Create a Credit Note

Creates a new credit note.

Xero

Create a History Note

Adds a note to a record.

Xero

Create a Manual Journal

Creates a manual journal.

Xero

Create an Employee

Creates a new employee.

Xero

Create an Invoice

Creates a new invoice.

Xero

Create an Item

Creates a new item.

Xero

Create a Payment

Use this method to apply payments to approved AR and AP invoices or refund AR or AP credit notes.

Xero

Create a Purchase Order

Creates a new purchase order.

Xero

Create a Quote

Creates a quote.

Xero

Delete a Contact Group

Deletes all contacts from a contact group.

Xero

Download an Attachment

Downloads an attachment.

Xero

Download an Invoice

Downloads an invoice.

Xero

Get a Bank Transaction

Returns information about a transaction with a specified ID.

Xero

Get a Contact

Retrieves contact information by ID.

Xero

Get a Contact Group

Returns information about a contact group.

Xero

Get a Credit Note

Returns information about a credit note with a specified ID.

Xero

Get a Manual Journal

Returns information about a manual journal.

Xero

Get an Account

Returns information about an account with a specified ID.

Xero

Get an Invoice

Returns information about an invoice with a given ID.

Xero

Get an Invoice URL

Retrieves Xero online invoice URL.

Xero

Get an Item

Searches for an item by item ID or item code.

Xero

Get a Payment

Retrieves information about a payment with a specified ID.

Xero

Get a Purchase Order

Returns information about a purchase order with a specified ID.

Xero

Make an API Call

Performs an arbitrary authorized API call.

Xero

Remove a Contact from a Contact Group

Removes a contact from a contact group.

Xero

Send an Invoice via Email

The email will be sent to the primary email address of the contact on the invoice. The invoice must be of Type ACCREC and a valid Status for sending (SUMBITTED,AUTHORISED or PAID).

Xero

Update a Contact

Updates a contact by ID.

Xero

Update an Employee

Updates an employee by ID.

Xero

Update an Invoice

Updates an invoice by ID.

Xero

Update an Item

Updates an item by ID.

Xero

Upload a File

Uploads a file to a selected object.

Xero

Upload a File (Files API)

Uploads a file using Files API.

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.

Xero

Get a Bank Statements Report

Returns bank statements for a selected bank account.

Xero

Get a Bank Summary

Returns the balances and cash movements for each bank account.

Xero

Get History of Changes

Retrieves the changes made to a given object.

Xero

List Attachments

Retrieves a list of attachments.

Xero

Search for Accounts

Finds an account by ID, name, or code.

Xero

Search for Contact Groups

Searches for a contact group.

Xero

Search for Contacts

Searches for a contact by name or email.

Xero

Search for Invoices

Searches for an invoice.

Xero

Search for Items

Returns a list of items.

Xero

Search for Manual Journals

Searches for a manual journals.

Xero

Search for Tax Rates

Finds a tax rate by name.