Xero, CloudConvert, Podio, Capsule CRM Integrations

CloudConvert
Podio
Xero
Capsule CRM
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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

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.

Podio

Watch apps

Triggers when a new application is created.

Podio

Watch comments

Triggers when a new comment is created.

Podio

Watch contacts

Triggers when a new contact is created.

Podio

Watch files

Triggers when a new file is added.

Podio

Watch items

Triggers when a new item is created or existing item is updated.

Podio

Watch notifications

Triggers when a new notification is created.

Podio

Watch organizations

Triggers when a new organization is created.

Podio

Watch tasks

Triggers when a new task is created.

Podio

Watch views

Triggers when a new view is created.

Podio

Watch workspaces

Triggers when a new workspace is created.

Podio

Watch events INSTANT

Triggers as soon as a new event occurs.

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.

Actions

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.

CloudConvert

Convert a file

Converts a file into a selected output format.

CloudConvert

Convert a file from URL

Downloads a file from a given URL and converts it to a requested format.

Podio

Create an app item

Creates an app item.

Podio

Update an app item

Updates an already existing app item.

Podio

Delete an app item

Deletes an app item.

Podio

Search for app items

Returns app items matching the searched text.

Podio

Filter app items

Returns items matching the specified criteria.

Podio

Get app item

Retrieves an app item with a given ID.

Podio

Create a task

Creates a new task.

Podio

Edit a task

Edits an existing task.

Podio

Delete a task

Deletes an existing task.

Podio

Create a comment

Creates a new comment.

Podio

Edit a comment

Edits an existing comment.

Podio

Delete a comment

Deletes an existing comment.

Podio

Create a status

Creates a new status.

Podio

Attach a file

Attaches a file to a given object.

Podio

Edit a status

Edits an existing status.

Podio

Get app field

Gets an app dropdown field and it's values.

Podio

Make an API call

Makes a raw API call. The module allows you to make an arbitrary API call using the existing connection.

Podio

Delete a status

Deletes an existing status.

Podio

Get contacts

Retrieves a list of contacts.

Podio

Complete a task

Completes a task.

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.

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.

Integrate Xero, CloudConvert, Podio, Capsule CRM with these services