Capsule CRM, KissFlow, Google Cloud Vision, SuperSaaS, Invoice Ninja, Infusionsoft Integrations

Capsule CRM
Google Cloud Vision
Invoice Ninja
KissFlow
SuperSaaS
Infusionsoft
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What is Integromat?

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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

Capsule CRM

Watch new Cases

Check if new Case was created.

Capsule CRM

Watch new Opportunities

Check if new Opportunity was created.

Capsule CRM

Watch new Parties

Check if new Party was created.

Capsule CRM

Watch new Tasks

Check if new Task was created.

SuperSaaS

Email generated INSTANT

Triggers each time an email is generated. Can be used to send notifications from your own email account. Note that the SuperSaaS mail server will stop sending mail when this webhook exists.

SuperSaaS

Changed appointment INSTANT

Triggers each time an appointment changes on your schedule. A new appointment also counts as a change.

SuperSaaS

Changed user INSTANT

Triggers for each change to a user in your SuperSaaS account. A new user also counts as a change.

SuperSaaS

New appointment INSTANT

Triggers for each new appointment on your schedule.

SuperSaaS

New form INSTANT

Triggers each time a user submits a new stand-alone form. Does not trigger for forms that are filled out as part of an appointment or user sign up.

SuperSaaS

New user INSTANT

Triggers each time a new user registers on your SuperSaaS account.

SuperSaaS

Reminder / Follow up INSTANT

Triggers on a reminder or a follow up. Note that SuperSaaS will stop sending the reminder or follow up while this web hook exists.

Invoice Ninja

Watch invoices

Triggers when a new invoice is created.

Invoice Ninja

Watch payments

Triggers when a new payment is created.

Invoice Ninja

Watch clients

Triggers when a new client is created.

Invoice Ninja

Watch products

Triggers when a new product is created.

Invoice Ninja

Watch expenses

Triggers when a new expense is created.

Invoice Ninja

Watch tasks

Triggers when a new task is created.

Infusionsoft

Watch a Tag

Checks if specific tag was added to any contact.

Infusionsoft

Watch Event INSTANT

Triggers when a specified event occurs.

Infusionsoft

Watch new Applied Tags

Checks if a new tag was applied to a specific contact.

Infusionsoft

Watch new Appointments

Checks if new appointment was created.

Infusionsoft

Watch new Contacts

Checks if new contact was created.

Infusionsoft

Watch new Files

Checks if new file was created.

Infusionsoft

Watch new Notes

Checks if new note was created.

Infusionsoft

Watch new Opportunities

Checks if new opportunity was created.

Infusionsoft

Watch new Orders

Checks if new order was created.

Infusionsoft

Watch new Tasks

Checks if new task was created.

Infusionsoft

Watch sent Emails

Checks if new email was sent.

Actions

Capsule CRM

Add an Additional Party in Case

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

Capsule CRM

Add an Additional Party in Opportunity

Add 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

Fully delete the specific case from Capsule.

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

Fully delete a specific opportunity from capsule.

Capsule CRM

Delete a Party

Fully delete the specific party from capsule.

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

Fully delete the specific task from capsule.

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

Remove track and related tasks from case or opportunity.

Capsule CRM

Remove an Additional Party in Case

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

Capsule CRM

Remove an Additional Party in Opportunity

Remove that person or organisation as an additional contact of the opportunity.

Capsule CRM

Show a Case

Show a specified case

Capsule CRM

Show a Custom Field

Show a specified custom field.

Capsule CRM

Show a Milestone

Show a specific milestone.

Capsule CRM

Show an Entry

Show 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

Show a specified person or organisation.

Capsule CRM

Show a Tag

Show a specific tag.

Capsule CRM

Show a Task

Show a specific task.

Capsule CRM

Show a Task Category

Show a specific Task Category.

Capsule CRM

Show a Track

Show a specific track.

Capsule CRM

Update a Case

Updates an existing case

Capsule CRM

Update a Custom Field

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

Capsule CRM

Update a Milestone

Update the name, description or probability of a milestone.

Capsule CRM

Update an Entry

Update the content of notes and emails.

Capsule CRM

Update an Opportunity

Updates an existing opportunity

Capsule CRM

Update a Party

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

Capsule CRM

Update a Tag

Update 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.

Google Cloud Vision

Detect handwriting in an image

Detects handwriting in an image.

Google Cloud Vision

Detect labels within an image

Detects and extracts information about entities within an image, across a broad group of categories.

Google Cloud Vision

Detect text (OCR) in an image

Detects and extracts text from an image.

Invoice Ninja

Create an invoice

Creates a new invoice.

Invoice Ninja

Download an invoice

Downloads an invoice as a PDF.

Invoice Ninja

Email an invoice

Emails an invoice to an assigned client.

Invoice Ninja

Delete an invoice

Deletes an invoice by ID.

Invoice Ninja

Create a payment

Applies a payment to a specified invoice.

Invoice Ninja

Delete a payment.

Deletes a payment by ID.

Invoice Ninja

Create a client

Creates a new client (incl. contact information).

Invoice Ninja

Delete a client

Deletes a client by ID.

Invoice Ninja

Create a product

Creates a new product.

Invoice Ninja

Create an expense

Creates a new expense.

Invoice Ninja

Create a task

Creates a new task.

Invoice Ninja

Delete an expense

Deletes an expense with a given ID.

Invoice Ninja

Delete a task

Deletes a task by ID.

Invoice Ninja

Get a client

Gets information about a client by ID.

Invoice Ninja

Get an expense

Gets the details of an expense with a given ID.

Invoice Ninja

Get an invoice

Retrieves information about an invoice by ID.

Invoice Ninja

Get a task

Retrieves information about a task by ID.

Invoice Ninja

Search for a client

Searches for a client by internal ID.

Invoice Ninja

Update a client

Updates a client with a specified ID.

Invoice Ninja

Update an invoice

Updates an invoice by ID.

Invoice Ninja

Update a task

Updates a task by ID.

Infusionsoft

Apply Tags

Applies a list of tags to a given contact record.

Infusionsoft

Apply Tag to Contacts

Applies a tag to a list of contacts.

Infusionsoft

Create a Contact

Creates a new contact in your contact list.

Infusionsoft

Create a Task

Creates a new task.

Infusionsoft

Create or Update a Contact

Creates a new contact or updates a contact in your contact list.

Infusionsoft

Create Tag

Creates a new tag.

Infusionsoft

Create Tag Category

Creates a new tag category.

Infusionsoft

Delete an Appointment

Deletes the specified appointment.

Infusionsoft

Delete Contact

Deletes the specified contact.

Infusionsoft

Delete File

Deletes the specified file.

Infusionsoft

Delete Note

Deletes a note.

Infusionsoft

Delete Task

Permanently deletes a specified task.

Infusionsoft

Remove Applied Tags

Removes a list of tags from the given contact.

Infusionsoft

Remove Tag from Contacts

Removes a tag from a list of contacts.

Infusionsoft

Replace a File

Uploads a file to replace an existing one.

Infusionsoft

Retrieve a Contact

Retrieves a single contact.

Infusionsoft

Retrieve a File

Retrieves metadata about a specific file.

Infusionsoft

Retrieve an Appointment

Retrieves a specific appointment belonging to you.

Infusionsoft

Retrieve an Opportunity

Retrieves a single opportunity.

Infusionsoft

Retrieve an Order

Retrieves a single order.

Infusionsoft

Retrieve a Note

Retrieves a single note.

Infusionsoft

Retrieve a Tag

Retrieves a single tag.

Infusionsoft

Retrieve a Task

Retrieves a single task.

Infusionsoft

Retrieve Product

Retrieves a single product from your Infusionsoft account.

Infusionsoft

Retrieve Transaction

Retrieves a single transaction.

Infusionsoft

Update a Contact

Updates a contact with only the values provided in the request.

Infusionsoft

Update Task

Updates a task with only the values provided in the request.

Infusionsoft

Upload a File

Uploads a File.

Searches

Capsule CRM

List Additional Parties in Case

The collection of additional parties related to this case.

Capsule CRM

List Additional Parties in Opportunity

The collection of additional parties related to this opportunity.

Capsule CRM

List Cases

The collection of Cases on the Capsule account.

Capsule CRM

List Custom Fields

The collection all of custom on your Capsule account.

Capsule CRM

List Deleted Cases

The collection of deleted cases on the Capsule account.

Capsule CRM

List Deleted Opportunities

Returns a collection of deleted opportunities on the Capsule account.

Capsule CRM

List Deleted Parties

A collections of parties that have been deleted from capsule since the date specified in the since parameter.

Capsule CRM

List Employees

The collection of employees linked to this organisation.

Capsule CRM

List Entries

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

Capsule CRM

List Entries by Date

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

Capsule CRM

List Milestones

The collection of all the milestones on your Capsule account.

Capsule CRM

List Opportunities

The collection of opportunities on the Capsule account.

Capsule CRM

List Opportunities by Party

The collection of all opportunities associated with the given party.

Capsule CRM

List Parties

The collection of Parties on the Capsule account.

Capsule CRM

List Tags

The collection of all of tags on your Capsule account.

Capsule CRM

List Task Categories

The collection of all the task categories on your Capsule account.

Capsule CRM

List Tasks

The collection of Tasks on the Capsule account.

Capsule CRM

List Track Definitions

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

Capsule CRM

List Tracks

List tracks for a specified case or opportunity.

Capsule CRM

Search Cases

Search for cases on the Capsule account. This will return the same results as the global search inside Capsule.

Capsule CRM

Search Opportunities

Search for opportunities on the Capsule account. This will return the same results as the global search inside Capsule.

Capsule CRM

Search Parties

Search for parties on the Capsule account. 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.

Google Cloud Vision

Detect text (OCR) in a file

Detects and extracts text from a PDF/TIFF file.

Infusionsoft

List All Emails sent

Retrieves a list of emails that have been sent.

Infusionsoft

List Applied Tags

Retrieves a list of tags applied to a given contact.

Infusionsoft

List Appointments

Retrieves all your appointments

Infusionsoft

List Campaigns

Retrieves all your campaigns

Infusionsoft

List Contacts

Retrieves a list of all your contacts

Infusionsoft

List Custom Fields of Contacts

Retrieves a list of custom fields for Contacts

Infusionsoft

List Emails sent to Contact

List Emails that have been sent to a Contact

Infusionsoft

List Files

Retrieves a list of all files

Infusionsoft

List Notes

Retrieves a list of all notes.

Infusionsoft

List Opportunities

Retrieves a list of all opportunities

Infusionsoft

List Orders

Retrieves a list of all orders using the specified search criteria

Infusionsoft

List Products

Retrieves a list of all products

Infusionsoft

List Tagged Contacts

Retrieves a list of contacts that have the given tag applied

Infusionsoft

List Tags

Retrieve a list of tags defined in the application

Infusionsoft

List Tasks

Retrieves a list of all tasks using the specified search criteria

Infusionsoft

List Transactions

Retrieves a list transactions for a given contact.

Infusionsoft

Retrieve Commissions

Retrieves a list of commissions based on affiliate or date range.

Infusionsoft

Retrieve Order Transactions

Retrieves a list of all transactions on a given order using the specified search criteria.