EngageBay, Google Docs, Salesforce Integrations

EngageBay
Google Docs
Salesforce
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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

EngageBay

Watch Companies Updates

Triggers when some company is updated.

EngageBay

Watch Contacts Updates

Triggers when some contact is updated.

EngageBay

Watch Deals Updates

Trigger when some deal is updated.

EngageBay

Watch New Companies

Triggers when new company is created.

EngageBay

Watch New Contacts

Triggers when new contact is added.

EngageBay

Watch New Deals

Triggers when new deal is added.

EngageBay

Watch New Tasks

Triggers when new task is added.

EngageBay

Watch Tasks Updates

Triggers when some task is updated.

Google Docs

Watch Documents

Triggers when a new document is created or modified in a specific folder.

Salesforce

Watch Jobs

Triggers when a bulk data job is created.

Salesforce

Watch Records

Triggers when a record is created or updated in an object.

Actions

EngageBay

Add a Contact to a Form

Adds contact to a form.

EngageBay

Add a Contact to a Sequence

Adds a contact to a sequence.

EngageBay

Add Tags to Contact

Adds one or more tags to contact.

EngageBay

Create a Company

Creates a company.

EngageBay

Create a Contact

Creates a contact.

EngageBay

Create a Deal

Creates a deal.

EngageBay

Create a Task

Creates a task.

EngageBay

Create a Track

Creates new track.

EngageBay

Delete a Company

Deletes a company.

EngageBay

Delete a Contact

Deletes single contact from account.

EngageBay

Delete a Deal

Deletes a deal.

EngageBay

Delete a Task

Deletes a task.

EngageBay

Delete a Track

Deletes a track.

EngageBay

Delete Tags From a Contact

Removes one or more tags from contact.

EngageBay

Get a Company

Gets a company.

EngageBay

Get a Contact

Gets contact by ID.

EngageBay

Get a Deal

Gets single deal.

EngageBay

Get a Task

Gets a task.

EngageBay

Get a Track

Gets a track by ID.

EngageBay

Make an API Call

Performs an arbitrary authorized API call.

EngageBay

Update a Company

Updates a company.

EngageBay

Update a Contact

Updates contact info.

EngageBay

Update a Task

Updates a task.

EngageBay

Update a Track

Updates a track.

Google Docs

Create a Document

Creates a new Google document by adding the content of HTML format.

Google Docs

Create a Document from a Template

Creates a copy of an existing template document and replaces any tags e.g. {{!notfound:name}}, {{!notfound:email}}. This module also allows users to replace images by new images with URLs.

Google Docs

Delete a Document

Deletes a document.

Google Docs

Download a Document

Downloads a document to a required format.

Google Docs

Get Content of a Document

Gets a content of a document.

Google Docs

Insert an Image to a Document

Inserts a new image with URL to a document. The original size of the image is entered or the image is resized as required by the user. The original image ratio is maintained.

Google Docs

Insert a Paragraph to a Document

Inserts or appends a new paragraph to an existing document.

Google Docs

Make All Links in a Document Clickable

Makes all links in a document clickable.

Google Docs

Make an API Call

Performs an arbitrary authorized API call.

Google Docs

Replace an Image with a New Image

Replaces an existing image with a new image with URL in the document. In order to fill the original image's bounds, the new image may be scaled or cropped.

Google Docs

Replace a Text in a Document

Replaces an old text by a new text in a document.

Salesforce

Complete/Abort a Job

Completes or aborts a job.

Salesforce

Create a Job

Creates a new bulk data job.

Salesforce

Create a Record

Creates a new record in an object.

Salesforce

Delete a Record

Deletes a record.

Salesforce

Download an Attachment/Document

Downloads an attachment or a document.

Salesforce

Get a Record

Gets a specified record in an object.

Salesforce

Make an API Call

Performs an arbitrary authorized API call.

Salesforce

Post a Message to a Chatter Feed

Posts a message to a chatter feed.

Salesforce

Update a Record

Updates an existing record in an object.

Salesforce

Upsert a Record

Upserts a record.

Searches

EngageBay

List Companies

Lists all companies.

EngageBay

List Contacts

Gets list of all contacts.

EngageBay

List Deals

Lists deals by track or from default track.

EngageBay

List Owners

Gets list of all owners.

EngageBay

List Tasks

Lists all tasks.

EngageBay

List Tracks

Gets list of all tracks.

Google Docs

List Documents

Retrieves a list of documents.

Salesforce

List Jobs

Retrieves all bulk data jobs in the organization.

Salesforce

List/Search Records

Lists or searches for records in an object using filter or SOQL query.

Salesforce

Search Records

Searches for records in an object using SOSL query.