Chargebee, Email, SugarCRM 7/8, Xero, Klaviyo, Magento 2 Integrations

Chargebee
Email
Klaviyo
Magento 2
SugarCRM 7/8
Xero
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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

Chargebee

Watch customers

Triggers when a new customer is created.

Chargebee

Watch events INSTANT

Triggers when a new event occurs.

Chargebee

Watch invoices

Triggers when a new invoice is created.

Chargebee

Watch subscriptions

Triggers when a new subscription is created.

SugarCRM 7/8

Watch objects

Triggers when new object in SugarCRM is created or updated.

Xero

Watch receipts

Triggers when a new receipt is added or an existing receipt is updated.

Xero

Watch invoices

Triggers when a new invoice is added or an existing invoice is updated.

Xero

Watch credit notes

Triggers when a new credit note is added or an existing credit note is updated.

Xero

Watch bank transactions

Triggers when a new transaction is added or an existing transaction is updated.

Xero

Watch bank transfers

Triggers when a new bank transfer is created.

Xero

Watch employees

Triggers when a new employee is added or an existing employee is updated.

Xero

Watch purchase orders

Triggers when a new order is added or an existing order is updated.

Xero

Watch contacts

Triggers when a contact is created or updated.

Xero

Watch payments

Triggers when a payment is created or updated.

Klaviyo

Watch a person's event timeline for a particular metric

Triggers when there is a new person's batched timeline for one specific event type.

Klaviyo

Watch campaigns

Triggers when a new campaign is created.

Klaviyo

Watch profiles on a list

Triggers when a new profile of the predefined set is added to the given list, based on their e-mail addresses. The set can have maximum of 100 emails.

Klaviyo

Watch profiles on a segment

Triggers when a new profile of the predefined set is added to the given segment, based on their e-mail addresses. The set can have maximum of 100 emails.

Magento 2

Watch customers

Triggers when a new customer is created.

Magento 2

Watch orders

Triggers when a new order is created.

Magento 2

Watch products

Triggers when a new product is created.

Actions

Chargebee

Collect payment for an invoice

Collects the payments for "payment_due" and "not_paid" invoices.

Chargebee

Create a customer

Creates a new customer.

Chargebee

Create an invoice

Creates an invoice.

Chargebee

Create a subscription

Creates a new subscription for an existing customer.

Chargebee

Delete a customer

Deletes a customer.

Chargebee

Delete an invoice

Deletes an invoice

Chargebee

Delete a subscription

Deletes a subscription.

Chargebee

Change a subscription state

Changes the state of a subscription.

Chargebee

Record an invoice payment

Records an offline payment for an invoice.

Chargebee

Refund an invoice

Refunds an invoice.

Chargebee

Retrieve a customer

Retrieves the customer identified by the unique identifier.

Chargebee

Retrieve an invoice

Retrieves an invoice for the specified invoice id.

Chargebee

Retrieve an invoice link

Retrieves a link for downloading the invoice.

Chargebee

Retrieve a subscription

Retrieves the subscription identified by the 'subscription id'.

Chargebee

Retrieve a transaction

Retrieve a transaction identified by its unique id.

Chargebee

Update a customer

Updates a customer.

Chargebee

Update an invoice

Updates an invoice.

Chargebee

Update a subscription

Updates a subscription.

SugarCRM 7/8

Create object

Creates a new object in Sugar CRM.

SugarCRM 7/8

Delete object

Deletes an object by it's ID in Sugar CRM.

SugarCRM 7/8

Get object

Returns an object by it's ID from Sugar CRM.

SugarCRM 7/8

Update object

Update an existing object in Sugar CRM.

Xero

Create a receipt

Creates a new receipt.

Xero

Get a receipt

Returns information about a receipt with a given ID.

Xero

Create an invoice

Creates a new invoice.

Xero

Get an invoice

Returns information about an invoice with a given ID.

Xero

Create a credit note

Creates a new credit note.

Xero

Get a credit note

Returns information about a credit note with a specified ID.

Xero

Create a bank transaction

Creates a new bank transaction.

Xero

Get a bank transaction

Returns information about a transaction with a specified ID.

Xero

Create a bank transfer

Transfers a specified amount from one account to another.

Xero

Create an employee

Creates a new employee.

Xero

Create a purchase order

Creates a new purchase order.

Xero

Get a purchase order

Returns information about a purchase order with a specified ID.

Xero

Create a contact

Creates a new contact.

Xero

Update a contact

Updates a contact by ID.

Xero

Archive a contact

Archives a contact with a given ID.

Xero

Create a contact group

Creates a new contact group.

Xero

Add a contact to a contact group

Adds a contact to a specified contact group.

Xero

Remove a contact from a contact group

Removes a contact from a contact group.

Xero

Delete a contact group

Deletes a contact group with a specified ID.

Xero

Create a history note

Adds a note to a record.

Xero

Create an item

Creates a new item.

Xero

Get a contact

Retrieves contact information by ID.

Xero

Get an account

Returns information about an acccount with a specified 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 bank statements report

Returns bank statements for a selected bank account.

Xero

Get 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

Search for a contact

Searches for a contact by name or email.

Xero

Search for an account

Finds an account by ID, name, or code.

Xero

Search for an invoice

Searches for an invoice

Xero

Search for a tax rate

Finds a tax rate by name.

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 an employee

Updates an employee by ID.

Xero

Update an invoice

Updates an invoice with a given ID.

Xero

Update an item

Updates an item by ID.

Xero

Update a payment

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

Xero

Upload a file

Uploads a file to an invoice, receipt, contact or another item.

Klaviyo

Add someone to a list

Adds a new person to the specified list. This module is DEPRECATED. Use the module to subscribe or re-subscribe profiles to a list instead.

Klaviyo

Add/Update a user's attributes

Adds or updates one more more attributes for a Person, based on the Klaviyo person ID.

Klaviyo

Cancel a campaign

Cancels a campaign.

Klaviyo

Clone a campaign

Clones a campaign.

Klaviyo

Create/Update a campaign

Creates a new campaign, or updates details of the given campaign.

Klaviyo

Get a person's attributes

Retrieves all the data attributes for a person, based on the Klaviyo person ID.

Klaviyo

Get list details

Returns information about a list.

Klaviyo

Get summary information for a list

Returns summary information for the list. This module is DEPRECATED. Use the module to get list details instead.

Klaviyo

Send a campaign immediately

The endpoint queues a campaign for immediate delivery.

Klaviyo

Schedule a campaign

Schedules a campaign for a time in the future.

Klaviyo

Subscribe profiles to a list

Subscribes or re-subscribes profiles to a list.

Klaviyo

Track events

Tracks when someone takes an action or does something.

Klaviyo

Track properties

Tracks properties about an individual without tracking an associated event.

Klaviyo

Unsubscribe and remove profiles from a list

Unsubscribes and removes profiles from a list.

Magento 2

Create a customer

Creates a new customer.

Magento 2

Create a product

Creates a new product.

Magento 2

Delete a customer

Deletes a customer by customer id.

Magento 2

Delete a product

Deletes a product by product SKU.

Magento 2

Get a customer

Gets a customer detail by customer id.

Magento 2

Get an order

Gets an order by order id.

Magento 2

Get a product

Gets an info about product by product SKU.

Magento 2

Get order status

Checks the status of an order

Magento 2

Invoice an order

Creates a new invoice for an order

Magento 2

Make an API call

Performs an arbitrary authorized API call.

Magento 2

Ship an order

Creates new Shipment for given Order.

Magento 2

Update a customer

Updates a customer by customer id.

Magento 2

Update a product

Updates a product by product SKU.

Searches

Chargebee

Find customers

Retrieves the list of customers based on specified criteria.

Chargebee

Find invoices

Retrieves the list of invoices based on specified criteria.

Chargebee

Find subscriptions

Retrieves the list of subscriptions based on specified criteria.

Klaviyo

Export metric data

Exports event data from Klaviyo, optionally filtering and segmented on available event properties.

Klaviyo

Check if someone is in a segment

Checks if one or more people are already members of the specified segment, based on their e-mail addresses.

Klaviyo

List all profiles in a list or in a segment

Returns profiles (emails, IDs) in a given list or segment.

Klaviyo

List campaign recipients

Returns summary information about email recipients for the campaign specified that includes each recipients email, customer ID, and status.

Klaviyo

List campaigns

Returns a list of all the campaigns you've created.

Klaviyo

List metrics

Returns a list of all the metrics.

Klaviyo

List the event timeline for a particular metric

Returns a batched timeline for one specific type of metric.

Klaviyo

Search profiles on a list

Returns profiles that are on a list and not suppressed. Profiles are checked based on the predefined set of their emails.

Magento 2

Find Customers

Retrieves a list of customers based on search criteria.

Magento 2

Find Orders

Retrieves a list of orders based on search criteria.

Magento 2

Find Products

Retrieves a list of products based on search criteria.