RAYNET CRM, Deputy, Email Integrations

Deputy
Email
RAYNET CRM
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Triggers

RAYNET CRM

Reagovat na nové nebo upravené záznamy

Sleduje vytvoření a změny záznamů v pravidelných intervalech.

RAYNET CRM

Sledovat záznamy INSTANT

Sleduje vytvoření, změny a smazání záznamů.

Deputy

Watch Employees Deletion INSTANT

Triggers when an employee has been deleted.

Deputy

Watch Employees Updates INSTANT

Triggers when an employee has been updated.

Deputy

Watch New Area/Departments INSTANT

Triggers when a new area or department has been created.

Deputy

Watch New Comments INSTANT

Triggers when a comment has been added.

Deputy

Watch New Employees INSTANT

Triggers when a new employee has been created.

Deputy

Watch New Leave Requests INSTANT

Triggers when a new leave request has been submitted.

Deputy

Watch News Feed Deletion INSTANT

Triggers when an announcement has been deleted.

Deputy

Watch New Schedules INSTANT

Triggers when a new schedule has been added.

Deputy

Watch New Timesheets INSTANT

Triggers when a new timesheet has been saved.

Deputy

Watch Schedules Deletion INSTANT

Triggers when a schedule has been deleted.

Deputy

Watch Schedules Updates INSTANT

Triggers when a schedule has been updated.

Deputy

Watch Timesheets Updates INSTANT

Triggers when a timesheet has been updated.

Email

Watch Emails

Triggers when a new email is received for processing according to specified criteria.

Actions

RAYNET CRM

Automatické vytváření hovorů

Na základě získaných dat z modulu Android vytvoří telefonát s vazbou na klienta, kontaktní osobu nebo lead.

RAYNET CRM

Načíst detail záznamu

Načte detail záznamu podle zvolené entity a zadaného ID a vrátí všechny hodnoty obsažené v polích tohoto záznamu.

RAYNET CRM

Nahrát soubor

Nahraje přílohu ke zvolenému záznamu.

RAYNET CRM

Pracovat s položkami na záznamech

Přidá, upraví, nebo smaže adresu klienta. Přidá, upraví, nebo smaže produkt na obchodním případu, nabídce či objednávce. Přidá nebo upraví položku na faktuře. Přidá nebo smaže platbu na faktuře.

RAYNET CRM

Stáhnout soubor

Stáhne přílohu, logo klienta, fotku osoby nebo obrázek produktu.

RAYNET CRM

Upravit existující záznam

Upraví existující záznam podle zvolené entity a zadaného ID.

RAYNET CRM

Vytvořit nový záznam

Vytvoří nový záznam podle zvolené entity a zapíše do jeho polí vyplněné hodnoty.

RAYNET CRM

Získat data pro tiskové sestavy

Načte všechny potřebné informace pro generování tiskových sestav jako jsou např. nabídky, objednávky smlouvy nebo faktury.

Deputy

Activate a Terminated Employee

Activates a terminated employee.

Deputy

Approve a Timesheet

Approves a timesheet.

Deputy

Create a Location

Creates a new location (workplace / company).

Deputy

Create an Area / Department

Creates an area / department.

Deputy

Create an Employee

Creates a new staff member.

Deputy

Create a News Feed

Creates a news feed announcement.

Deputy

Create a Schedule

Creates a new schedule / roster.

Deputy

Create a Task

Creates a new task.

Deputy

Create / Update a Journal

Creates or updates a journal.

Deputy

Delete a Discarded Employee

Deletes a discarded / terminated employee's account in Deputy.

Deputy

Delete a Location

Deletes a location in Deputy after migrating associated employees to another location.

Deputy

Delete a Schedule

Discards a schedule.

Deputy

End a Timesheet

Ends a shift that is in progress.

Deputy

Get a Location Details

Provides details about the specified location.

Deputy

Get a Location Settings

Provides settings of a specific location.

Deputy

Get an Employee

Provides details about the specified employee.

Deputy

Get a Schedule

Provides details of a schedule.

Deputy

Get My Contact and Address

Provides a user's contact and address.

Deputy

Get My Details

Provides a user's details.

Deputy

Invite an Employee

Invites an employee.

Deputy

Make an API Call

Performs an arbitary authorized API call.

Deputy

Pause / Unpause a Timesheet

Pauses / unpauses a user's timesheet.

Deputy

Publish a Schedule

Publishes a schedule.

Deputy

Start a Timesheet

Starts a shift for your staff.

Deputy

Terminate an Employee

Terminates an active employee.

Deputy

Update a Location Settings

Updates a location settings.

Deputy

Update an Employee

Updates an employee details.

Deputy

Update a Schedule

Updates a Schedule.

Deputy

Update or Create a Timesheet

Updates a given timesheet or creates a new one.

Email

Copy an Email

Copies an email or a draft into a selected folder.

Email

Create a Draft

Creates and adds a new draft to a selected folder.

Email

Delete an Email

Removes an email or a draft from a selected folder.

Email

Get Emails

Returns emails that match the specified criteria.

Email

Mark an Email as Read

Marks an email or a draft in a selected folder as read by setting the "Read" flag.

Email

Mark an Email as Unread

Marks an email or a draft in a selected folder as unread by setting the "Unread" flag.

Email

Move an Email

Moves a chosen email or a draft to a selected folder.

Email

Send an Email

Sends a new email.

Email

Send me an Email

Sends a new email to your email address.

Iterators

Email

Iterate Attachments

Iterates received attachments one by one.

Searches

RAYNET CRM

Načíst seznam

Načte seznam zázamů podle zvolené entity a vrátí všechny záznamy odpovídající zadaným kritériím.

RAYNET CRM

Najít kontakty podle telefonního čísla nebo emailu

Prohledá klienty, kontaktní osoby a leady podle telefonního čísla a emailu.

Deputy

List Employees

Lists all employees.

Deputy

List Location's News Feeds

Lists news feeds for a specific location.

Deputy

List My Colleagues

Lists a user's colleagues.

Deputy

List My Completed Tasks

Lists a user's completed tasks.

Deputy

List My Leave Requests

Lists a user's leave requests.

Deputy

List My Locations

Lists a user's locations.

Deputy

List My News Feeds

Lists a user's news feeds.

Deputy

List My Notifications

Lists a user's notifications.

Deputy

List My Schedule Shifts

Lists a user's schedule shifts.

Deputy

List My Timesheets

Lists a user's timesheets.

Deputy

List My Unavailability Records

Lists a user's unavailability records.

Deputy

List Schedules

Lists all schedules (-12 hours to 36 hours from current date).