HeySpace, Xero, Close CRM Integrations

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HeySpace
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

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.

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Watch Email Sequence Created / Updated INSTANT

Triggers when an email sequence is created or updated.

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Watch Lead Status Changed INSTANT

Triggers when an existing lead's status has been changed.

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Watch Meeting Status Changed INSTANT

Triggers when a meeting is created, started, completed or canceled.

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Watch Membership Activated / Deactivated INSTANT

Triggers when a new membership is activated or deactivated.

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Watch New Call Activity INSTANT

Triggers when a new call activity is logged.

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Watch New Contact INSTANT

Triggers when a new contact is created.

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Watch New Email Activity INSTANT

Triggers when a new email activity is created.

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Watch New Export INSTANT

Triggers when a new export is created.

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Watch New Inbox Item INSTANT

Triggers when a new inbox item is created.

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Watch New Lead INSTANT

Triggers when a new lead is created.

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Watch New Note Activity INSTANT

Triggers when a new note activity is created.

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Watch New Opportunity INSTANT

Triggers when a new opportunity is created.

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Watch New Smart View INSTANT

Triggers when a new smart view is created.

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Watch New SMS Activity INSTANT

Triggers when a new SMS activity is created.

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Watch New Task INSTANT

Triggers when a new task is created.

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Watch Opportunity Status Changed INSTANT

Triggers when an existing opportunity status has been changed.

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.

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.

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Create a Contact

Creates a new contact.

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Create a Lead

Creates a new lead.

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Create an Email Activity

Creates a new email activity.

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Create an Email Sequence

Creates a new email sequence.

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Create an Export

Creates a new export.

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Create an Opportunity

Creates a new opportunity.

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Create a Note Activity

Creates a new note activity.

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Create an SMS Activity

Creates a new SMS activity.

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Create a Smart View

Creates a new smart view.

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Create a Task

Creates a new task.

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Delete a Call Activity

Deletes a call activity.

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Delete a Contact

Deletes a contact.

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Delete a Lead

Deletes a lead.

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Delete an Email Activity

Deletes an email activity.

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Delete an Opportunity

Deletes an opportunity.

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Delete a Note Acivity

Deletes a note activity.

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Delete an SMS Activity

Deletes an SMS activity.

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Delete a Smart View

Deletes a smart view.

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Delete a Task

Deletes a task.

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Export an Activity Report to CSV

Exports an activity report to the CSV file.

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Get a Call Activity

Gets a single call activity.

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Get a Contact

Gets a single contact.

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Get a Lead

Gets a single lead.

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Get a Lead Status Change Report

Gets a lead status change report for your organization.

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Get an Activity Report

Gets an activity report for your organization.

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Get an Email Activity

Gets a single email activity.

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Get an Email Sequence

Gets an existing email sequence.

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Get an Export

Gets a single export.

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Get an Opportunity

Gets a single opportunity.

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Get an Opportunity Status Change Report

Gets an opportunity status change report for your organization.

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Get a Note Activity

Gets a single note activity.

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Get an SMS Activity

Gets a single SMS activity.

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Get a Random User

Gets a random user from your organization.

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Get a Sent Emails Report

Gets a report about sent emails grouped by template for your organization.

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Get a Smart View

Gets a single smart view.

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Get a Task

Gets a single task.

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Get a User

Gets a user by ID.

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Log a Call Activity

Logs a completed call activity.

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Make an API Call

Performs an arbitrary authorized API call.

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Merge Two Leads

Merges one lead into another lead.

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Subscribe a Contact to Email Sequence

Subscribes a contact to an email sequence.

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Update a Contact

Updates a contact.

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Update a Lead

Updates a lead.

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Update an Email Sequence

Updates an existing email sequence.

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Update an Opportunity

Updates an opportunity.

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Update a Note Activity

Updates a note activity.

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Update a Phone Number

Updates a phone number.

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Update a Smart View

Updates a smart view.

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Update a Task

Updates a task.

Searches

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.

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List Activities

Gets a list of activities.

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List Call Activities

Gets a list of call activities.

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List Contacts

Gets a list of contacts.

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List Email Activities

Gets a list of email activities.

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List Email Sequences

Get a list of email sequences.

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List Exports

Gets a list of exports.

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List Note Activities

Gets a list of note activities.

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List Roles

Gets a list of roles.

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List Smart Views

Gets a list of smart views.

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List SMS Activities

Gets a list of SMS activities.

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List Users

Gets a list of users.

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Search Leads

Searches for leads or lists them all.

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Search Opportunities

Searches for opportunities or lists them all.

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Search Tasks

Searches for tasks or lists them all.