Cognito Forms, Xero, Google Team Drive, Google Groups, Yodel.io, Klaviyo Integrations

Cognito Forms
Google Groups
Google Team Drive
Klaviyo
Yodel.io
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

Cognito Forms

Watch new entries INSTANT

Triggers when a new entry is submitted to your form

Cognito Forms

Watch updates INSTANT

Triggers when an entry is updated.

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 a invoice is added or updated.

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.

Google Team Drive

Watch files

Triggers when a new file is added or updated in a folder being watched.

Yodel.io

Call ended INSTANT

Triggers when a call is finished or was missed.

Yodel.io

Inbound call INSTANT

Triggers when a call is incoming.

Yodel.io

Outbound call INSTANT

Triggers when a call is outgoing.

Yodel.io

Tag added INSTANT

Triggers when a call is tagged.

Yodel.io

Tag removed INSTANT

Triggers when a call tag is removed.

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.

Actions

Cognito Forms

Create entry

Creates a new entry.

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

Delete a Contact Group

Deletes all contacts from a contact group.

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.

Google Team Drive

Copy a file

Google Team Drive

Create a folder

Google Team Drive

Delete a file

Google Team Drive

Get a file

Google Team Drive

Get a file list

Returns a list of files in a folder.

Google Team Drive

Move a file to trash

Google Team Drive

Update a file

Google Team Drive

Upload a file

Yodel.io

Create or Update Contact

Creates or updates a contact.

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 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 Info about 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.

Searches

Cognito Forms

Get forms

Retrieves a list of available forms.

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

Search for Accounts

Finds an account by ID, name, or code.

Xero

Search for Contacts

Searches for a contact by name or email.

Xero

Search for Invoices

Searches for an invoice.

Xero

Search for Manual Journals

Searches for a manual journals.

Xero

Search for Tax Rates

Finds a tax rate by name.

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 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 Profiles in a List or in a Segment

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

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.