Help Scout, Todoist, Copper, Phaxio, Dropbox, iDoklad Integrations

Dropbox
Help Scout
iDoklad
Phaxio
Todoist
Copper
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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

Help Scout

Watch Conversations INSTANT

Triggers when one or more of the following events occur (Conversation Agent Reply Created, Conversation Assigned, Conversation Created, Conversation Customer Reply Created, Conversation Deleted, Conversation Merged, Conversation Moved, Conversation Note Created, Status Changed in Conversation, Tags Created, Edited, Removed, or Merged in Conversation).

Help Scout

Watch Customers INSTANT

Triggers when a customer is created.

Help Scout

Watch Satisfaction Rating INSTANT

Triggers when a satisfaction rating is received.

Todoist

New Event INSTANT

Triggers when a new event (e.g. add, update or delete event) is logged for a project, task or comment.

Copper

Listen for Company Events INSTANT

Receives notifications about company creation/deletion/update.

Copper

Listen for Lead Events INSTANT

Receives notifications about lead creation/deletion/update.

Copper

Listen for Opportunity Events INSTANT

Receives notifications about opportunity creation/deletion/update.

Copper

Listen for Person Events INSTANT

Receives notifications about person creation/deletion/update.

Copper

Listen for Project Events INSTANT

Receives notifications about project creation/deletion/update.

Copper

Listen for Task Events INSTANT

Receives notifications about task creation/deletion/update.

Dropbox

Watch files

Triggers when a new file is added or an existing file is modified in a folder being watched.

iDoklad

Sledovat faktury

Spustí se, když je vložen nový doklad (faktura přijatá, vydaná nebo zálohová).

iDoklad

Sledovat položky ceníku

Spustí se, pokud je vložena nová položka ceníku do seznamu.

iDoklad

Sledovat úhrady

Spustí se, pokud je do systému vložena nová úhrada.

Actions

Help Scout

Create Conversation

Creates a conversation in a mailbox with at least one thread.

Help Scout

Create Customer

Creates a new customer.

Help Scout

Create Email

Creates a new email for an existing customer

Help Scout

Create Chat Handle

Creates a new chat handle for an existing customer.

Help Scout

Create or Update Address

Creates or updates an address for an existing customer.

Help Scout

Create Phone

Creates a new phone number for an existing customer.

Help Scout

Create Social Profile

Creates a new social profile for an existing customer.

Help Scout

Create Thread

Creates a new thread of chat, customer, note, phone, and reply.

Help Scout

Create Website

Creates a new website for an existing customer.

Help Scout

Delete Address

Deletes an address of a customer.

Help Scout

Delete Conversation

Deletes a conversation.

Help Scout

Delete Email

Deletes an email of a customer.

Help Scout

Delete Chat Handle

Deletes a chat handle of a customer.

Help Scout

Delete Phone

Deletes a phone number of a customer.

Help Scout

Delete Social Profile

Deletes a social profile of a customer.

Help Scout

Delete Website

Deletes a website of a customer.

Help Scout

Get Address

Gets the address of a customer with a given ID.

Help Scout

Get Conversation

Gets information about a conversation by ID.

Help Scout

Get Customer

Gets information about a mailbox by ID.

Help Scout

Get Mailbox

Gets information about a mailbox by ID.

Help Scout

Make an API Call

Performs an arbitrary authorized API call.

Help Scout

Update Conversation

Updates conversation data.

Help Scout

Update Customer

Updates customer data.

Help Scout

Update Email

Updates an email of a customer.

Help Scout

Update Chat Handle

Updates a chat handle of a customer.

Help Scout

Update Phone

Updates a phone number of a customer.

Help Scout

Update Social Profile

Updates a social profile of a customer.

Help Scout

Update Thread

Updates an existing thread.

Help Scout

Update Website

Updates a website of a customer.

Todoist

Complete a Task

Completes a task.

Todoist

Create a Label

Creates a label.

Todoist

Create a Project

Creates a new project.

Todoist

Create a Project Comment

Adds a comment to a project.

Todoist

Create a Task

Creates a task.

Todoist

Create a Task Comment

Adds a comment to a task.

Todoist

Delete a Comment

Deletes a comment.

Todoist

Delete a Label

Deletes a label.

Todoist

Delete a Project

Deletes a project.

Todoist

Delete a Task

Deletes a task.

Todoist

Get a Label

Returns info about a label.

Todoist

Get a Project

Returns info about a project.

Todoist

Get a Project Comment

Returns info about a project comment.

Todoist

Get a Task

Returns info about a task.

Todoist

Get a Task Comment

Returns info about a task comment.

Todoist

Get Stats

Returns the user’s productivity stats.

Todoist

Move a Task

Moves a task.

Todoist

Uncomplete a task

Uncompletes a task.

Todoist

Update a Comment

Updates a comment.

Todoist

Update a Label

Updates a label.

Todoist

Update a Project

Updates a project.

Todoist

Update a Task

Updates a task.

Todoist

Upload a File

Uploads a file.

Copper

Convert Lead

Converts a selected lead to a person in the system (optionally assigns company and opportunity).

Copper

Create Activity

Creates a new activity.

Copper

Create Company

Creates a new company.

Copper

Create Lead

Creates a new lead.

Copper

Create Opportunity

Creates a new opportunity.

Copper

Create Person

Creates a new person.

Copper

Create Project

Creates a new project.

Copper

Create Task

Creates a new task.

Copper

Get Activity

Gets details for a selected activity ID.

Copper

Get Company

Gets details for a selected company ID.

Copper

Get Lead

Gets details for a selected lead ID.

Copper

Get Opportunity

Gets details for a selected opportunity ID.

Copper

Get Person

Gets details for a selected person ID.

Copper

Get Project

Gets details for a selected project ID.

Copper

Get Task

Gets details for a selected task ID.

Copper

Get User

Gets details for a selected user ID.

Copper

Relate Opportunity to Person

Relates an existing opportunity to an existing person in the system.

Copper

Remove Activity

Removes the activity with a given ID.

Copper

Remove Company

Removes the company with a given ID.

Copper

Remove Lead

Removes the lead with a given ID.

Copper

Remove Opportunity

Removes the opportunity with a given ID.

Copper

Remove Opportunity from Person

Removes a related opportunity from a person.

Copper

Remove Person

Removes the person with a selected ID.

Copper

Remove Project

Removes the project with a selected ID.

Copper

Remove Task

Removes the task with a selected ID.

Copper

Remove Webhook Subscription

Removes the webhook subscription with a selected ID.

Copper

Update Company

Updates a selected company.

Copper

Update Lead

Updates a selected lead.

Copper

Update Opportunity

Updates a selected opportunity.

Copper

Update Person

Updates a selected person.

Copper

Update Project

Updates a selected project.

Copper

Update Task

Updates a selected task.

Phaxio

Cancel fax

Cancels a fax.

Phaxio

Create and send a fax

Creates and sends a fax.

Phaxio

Resend fax

Resends a fax.

Dropbox

Upload a file

Uploads a file to a selected folder.

Dropbox

Get a file

Downloads a file from a specified folder.

Dropbox

Delete a file

Permanently removes a file from the server.

Dropbox

Restore a file

Restores a previous file version.

Dropbox

List file revisions

Retrieves a list of file revisions needed to recover previous content.

Dropbox

Create a shared link

Creates a public share link to the file (it allows to share the file with anyone).

Dropbox

Create a folder

Creates a new folder.

Dropbox

List all files/subfolders in a folder

Retrieves a list of files/subfolders in a specified folder.

iDoklad

Doručit fakturu e-mailem

Odešle vydanou nebo zálohovou fakturu odběrateli.

iDoklad

Načíst fakturu

Načte údaje o dokladu (faktuře vydané, přijaté, nebo zálohové).

iDoklad

Načíst kontakt

Vrátí detailní informace o kontaktu.

iDoklad

Načíst položku ceníku

Načte položku ceníku dle ID.

iDoklad

Načíst úhradu

Vrátí údaje o úhradě. Vhodné pro zobrazení detailu úhrady.

iDoklad

Odstranit fakturu

Odstraní doklad (fakturu vydanou, přijatou, nebo zálohovou).

iDoklad

Odstranit kontakt

Odstraní kontakt.

iDoklad

Odstranit položku ze seznamu ceníku

Odstranit položku ze seznamu ceníku.

iDoklad

Odstranit úhradu

Odstraní úhradu ze seznamu úhrad.

iDoklad

Označit fakturu jako uhrazenou

Provede plné uhrazení faktury (vystavené, přijaté nebo zálohové).

iDoklad

Provést oduhrazení faktury

Provede plné oduhrazení faktury (vystavené, přijaté nebo zálohové).

iDoklad

Upravit fakturu

Upraví doklad (fakturu vydanou, přijatou, nebo zálohovou).

iDoklad

Upravit kontakt

Upraví vybraný kontakt.

iDoklad

Upravit položku ceníku

Upraví položku ceníku.

iDoklad

Vložit položku ceníku do seznamu.

Vloží novou položku ceníku do seznamu.

iDoklad

Vložit úhradu

Vloží novou úhradu do seznamu úhrad. Úhrada by měla obsahovat id dokladu který hradí.

iDoklad

Vytvořit fakturu

Vloží nový doklad (fakturu vydanou, přijatou, nebo zálohovou) do seznamu.

iDoklad

Vytvořit kontakt

Vytvoří nový kontakt.

iDoklad

Vyúčtovat zálohovou fakturu

Provede vyúčtování zálohové faktury. Faktura musí být uhrazena.

iDoklad

Zaktualizovat fakturační adresu

Zaktualizuje fakturační adresu odběratele na vydané faktuře beze změny ostatních parametrů faktury.

iDoklad

Získat PDF

Získá PDF tiskovou sestavu zadaného dokladu.

Searches

Help Scout

List Conversations

Lists and filters all conversations.

Help Scout

List Customers

Lists and filters all customers

Help Scout

List Emails

Gets a list of customer email addresses.

Help Scout

List Chat Handles

Gets a list of chat handles for a given customer.

Help Scout

List Mailboxes

Gets a list of the mailboxes.

Help Scout

List Mailbox Folders

Gets a list of mailbox folders.

Help Scout

List Tags

Gets a list of tags.

Help Scout

List Threads

Gets a list of threads.

Todoist

List Labels

Returns all labels.

Todoist

List Project Comments

Returns all project comments.

Todoist

List Projects

Returns all projects.

Todoist

List Task Comments

Returns all task comments.

Todoist

Search for Tasks

Searches for uncompleted tasks.

Copper

List Activities

Lists all activities related to a connected account.

Copper

List Companies

Lists all companies related to a connected account.

Copper

List Company's Activities

Lists all activities for a selected company.

Copper

List Leads

Lists all leads related to a connected account.

Copper

List Lead's Activities

Lists all activities related to a connected account.

Copper

List Opportunities

Lists all opportunities related to a connected account.

Copper

List People

Lists all people related to a connected account.

Copper

List Person's Activities

Lists all activities of a selected person.

Copper

List Projects

Lists all projects related to a connected account.

Copper

List Tasks

Lists all tasks related to a connected account.

Copper

List Users

Lists all users related to a connected account.

Copper

View Opportunities Related to Person

Shows all opportunities related to the person with a selected ID.

Copper

View Records Related to Person

Shows all records related to the person with a selected ID.

iDoklad

Načíst faktury

Načte seznam dokladů (faktur přijatých, vydaných nebo zálohových).

iDoklad

Načíst seznam kontaktů

Vrátí seznam kontaktů, které jsou na iDokladu uloženy.

iDoklad

Načíst seznam položek ceníku

Načte seznam položek ceníku.

iDoklad

Načíst úhrady

Načte seznam úhrad. Filtry jsou volitelné.

iDoklad

Vyhledat kontakty

Vyhledá kontakty na základě nastavených filtrů