Rebrandly, Fio Banka, Evernote, Office 365 Excel, Capsule CRM, Salesforce Integrations

Capsule CRM
Evernote
Fio Banka
Office 365 Excel
Rebrandly
Salesforce
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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

Rebrandly

Watch New Branded Link

Checks whether new branded links has been created.

Rebrandly

Watch New Click

Checks whether Branded Links have received new clicks.

Fio Banka

Watch account transactions

Triggers when a new account transaction occurs.

Evernote

Watch notes

Triggers when a note is created or updated in a selected notebook.

Office 365 Excel

Watch table rows

Triggers when a new row is added to a table.

Office 365 Excel

Watch worksheet rows

Triggers when a new row is added to a worksheet.

Capsule CRM

Watch new Cases

Checks if a new case was created.

Capsule CRM

Watch new Opportunities

Checks if a new opportunity was created.

Capsule CRM

Watch new Parties

Checks if a new party was created.

Capsule CRM

Watch new Tasks

Checks if a new task was created.

Salesforce

Watch Records in an Object

Triggers when a record in an object is created or updated.

Transformers

Fio Banka

Email parser

Processes a Fio banka email about transactions on your account. The output data can then be further processed in Integromat.

Actions

Rebrandly

Attach Script

Attaches a script to a branded short link.

Rebrandly

Attach Tag

Attaches a tag to a branded short link.

Rebrandly

Create Link

Creates a new branded short link.

Rebrandly

Create Script

Creates a new script.

Rebrandly

Create Tag

Creates a new tag.

Rebrandly

Delete Link

Deletes a branded short link.

Rebrandly

Delete Script

Deletes a script.

Rebrandly

Delete Tag

Deletes a tag.

Rebrandly

Detach Script

Detaches a script from a branded short link.

Rebrandly

Detach Tag

Detaches a tag from a branded short link.

Rebrandly

Get Domain

Returns a domain.

Rebrandly

Get Link

Returns a branded short link.

Rebrandly

Get Script

Returns a script.

Rebrandly

Get Tag

Returns a tag.

Rebrandly

Make an API Call

Performs an arbitrary authorized API call.

Rebrandly

Update Link

Updates a branded short link.

Rebrandly

Update Script

Updates a script.

Rebrandly

Update Tag

Updates a tag.

Fio Banka

Get a report

Gets a report for a specified period. The report can then be further processed in Integromat.

Fio Banka

Get a report file

Gets a report for a specified period in a requested file format.

Evernote

Create a note

Evernote

Update a note

Evernote

Append content to a note

Evernote

Delete a note

Evernote

Search for notes

Evernote

Share a note

Evernote

Get a note

Gets a note by an ID.

Evernote

Create a notebook

Office 365 Excel

Add a new worksheet row

Adds a new worksheet row.

Office 365 Excel

Add a table

Adds a new table.

Office 365 Excel

Add a table row

Adds a new table row.

Office 365 Excel

Add a worksheet

Adds a new worksheet to a workbook.

Office 365 Excel

Retrieve data

Retrieves data for a given range.

Capsule CRM

Add an Additional Party in Case

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

Capsule CRM

Add an Additional Party in Opportunity

Adds 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

Deletes a specific case.

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

Deletes a specific opportunity.

Capsule CRM

Delete a Party

Deletes a specific party.

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

Deletes a specific task.

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

Removes a track and related tasks from case or opportunity.

Capsule CRM

Remove an Additional Party in Case

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

Capsule CRM

Remove an Additional Party in Opportunity

Removes a party or organisation as an additional contact of the opportunity.

Capsule CRM

Show a Case

Shows a specific case

Capsule CRM

Show a Custom Field

Shows a specific custom field.

Capsule CRM

Show a Milestone

Shows a specific milestone.

Capsule CRM

Show an Entry

Shows 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

Shows a specific person or organisation.

Capsule CRM

Show a Tag

Shows a specific tag.

Capsule CRM

Show a Task

Shows a specific task.

Capsule CRM

Show a Task Category

Shows a specific task category.

Capsule CRM

Show a Track

Shows a specific track.

Capsule CRM

Update a Case

Updates an existing case

Capsule CRM

Update a Custom Field

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

Capsule CRM

Update a Milestone

Updates the name, description or probability of a milestone.

Capsule CRM

Update an Entry

Updates the content of notes and emails.

Capsule CRM

Update an Opportunity

Updates an existing opportunity

Capsule CRM

Update a Party

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

Capsule CRM

Update a Tag

Updates 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.

Salesforce

Update a Record in an Object

Edits an already-existing record in an object.

Salesforce

Delete a Record in an Object

Deletes an existing record in an object.

Salesforce

Get Records in an Object

Retrieves all records in an object or a record in an object by the given ID or criteria.

Salesforce

Search for Records in an Object

Searches for records in an object that matches the specified search query.

Salesforce

Create a Record in an Object

Creates a new record in an object.

Salesforce

Make an API Call

Performs an arbitrary authorized API call.

Iterators

Evernote

Retrieve note attachments

Retrieves note attachments one at a time so that they can be further used in a scenario.

Searches

Rebrandly

List Domains

Returns all domains in a given workspace.

Rebrandly

List Links

Returns all branded short links in a given workspace.

Rebrandly

List Link Scripts

Lists all scripts of a branded short link.

Rebrandly

List Link Tags

Lists all tags of a branded short link.

Rebrandly

List Scripts

Returns all scripts in a given workspace.

Rebrandly

List Tags

Returns all tags in a given workspace.

Rebrandly

List Workspaces

Returns all workspaces.

Capsule CRM

List Additional Parties in Case

Lists additional parties related to specific case.

Capsule CRM

List Additional Parties in Opportunity

Lists additional parties related to specific opportunity.

Capsule CRM

List Cases

Lists all cases.

Capsule CRM

List Custom Fields

Lists all custom fields.

Capsule CRM

List Deleted Cases

Lists all deleted cases.

Capsule CRM

List Deleted Opportunities

Lists all deleted opportunities.

Capsule CRM

List Deleted Parties

Lists all parties that have been deleted from capsule since the date specified in the since parameter.

Capsule CRM

List Employees

Lists all employees linked to specific organisation.

Capsule CRM

List Entries

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

Capsule CRM

List Entries by Date

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

Capsule CRM

List Milestones

Lists all milestones.

Capsule CRM

List Opportunities

Lists all opportunities.

Capsule CRM

List Opportunities by Party

Lists all opportunities associated with the specific party.

Capsule CRM

List Parties

Lists all parties.

Capsule CRM

List Tags

Lists all tags for either party, opportunity or case.

Capsule CRM

List Task Categories

Lists all task categories.

Capsule CRM

List Tasks

Lists all tasks.

Capsule CRM

List Track Definitions

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

Capsule CRM

List Tracks

Lists tracks for a specific case or opportunity.

Capsule CRM

Search Cases

Searches for cases. This will return the same results as the global search inside Capsule.

Capsule CRM

Search Opportunities

Searches for opportunities. This will return the same results as the global search inside Capsule.

Capsule CRM

Search Parties

Searches for parties. 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.