Fakturoid, Instagram, SFTP, Teamgate CRM, Zoho Desk, Optimy Integrations

Fakturoid
Instagram
SFTP
Teamgate CRM
Zoho Desk
Optimy
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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

Fakturoid

Watch contacts

Triggers when a new contact is added.

Fakturoid

Watch invoices

Triggers when a new invoice is added.

Fakturoid

New event INSTANT

Triggers when an invoice status changes to "Overdue" or "Paid".

Watch my account

Triggers when you add a new photo or a video.

SFTP

Watch files in a folder

Triggers when a file is created or updated.

SFTP

Watch subfolders in a folder

Triggers when a subfolder is created or updated.

Teamgate CRM

Watch New Companies

Triggers when a new companies is created

Teamgate CRM

Watch New Deals

Triggers when a new deals is created.

Teamgate CRM

Watch New Events

Triggers when a new event is created

Teamgate CRM

Watch New Files

Triggers when a new file is uploaded

Teamgate CRM

Watch New Leads

Triggers when a new leads is created

Teamgate CRM

Watch New People

Triggers when a new persons is created

Teamgate CRM

Watch New Products

Triggers when a new product is create

Optimy

Generic event INSTANT

New project, updated project, etc.

Actions

Fakturoid

Create a contact

Fakturoid

Update a contact

Fakturoid

Delete a contact

Fakturoid

Retrieve a list of contacts

Fakturoid

Search for a contact/contacts

Fakturoid

Create an invoice

Fakturoid

Update an invoice

Fakturoid

Delete an invoice

Fakturoid

Mark an invoice as sent

Fakturoid

Deliver an invoice via e-mail

Fakturoid

Deliver an invoice reminder

Fakturoid

Cancel an invoice

Fakturoid

Undo a cancelled invoice

Fakturoid

Mark an invoice as paid

Fakturoid

Remove an invoice payment

Fakturoid

Pay a proforma invoice and issue a tax document

Fakturoid

Pay a partial proforma invoice

Fakturoid

Get an invoice

Fakturoid

Lock an invoice

Fakturoid

Search for invoices

Fakturoid

Search for invoices (fulltext)

Fakturoid

Unlock an invoice

Download a media file

Downloads a media file.

SFTP

Upload a file

SFTP

Rename a file

SFTP

Move a file

SFTP

Delete a file

SFTP

Get a file

Reads information about a file and retrieves its content.

SFTP

Update file permissions

SFTP

List a folder's content

SFTP

Get files

SFTP

Create a folder

SFTP

Delete a folder

Teamgate CRM

Create Company

Create a new company

Teamgate CRM

Create Deal

Creates a new deal

Teamgate CRM

Create Event

Creates a new event of a selected type (task, call, appointment or note)

Teamgate CRM

Create Lead

Create a new lead

Teamgate CRM

Create Person

Create a new person

Teamgate CRM

Create Product

Create a new product

Teamgate CRM

Create Team

Create a new user team

Teamgate CRM

Delete Company

Deletes specified company

Teamgate CRM

Delete Deal

Deletes specified deal

Teamgate CRM

Delete Event

Deletes specified event

Teamgate CRM

Delete File

Deletes specified File

Teamgate CRM

Delete Lead

Deletes specified lead

Teamgate CRM

Delete Person

Deletes specified person

Teamgate CRM

Delete Product

Deletes specified product

Teamgate CRM

Delete Team

Deletes specified team

Zoho Desk

Add Comment

Add a comment to an object based on id for a particular module (tasks, tickets).

Zoho Desk

Close Tickets

Close one or more tickets by specifying the ticket ID(s) in a list.

Zoho Desk

Create Object

Create an object based on a selected module (ex: create an account, create a contact, create a ticket ...).

Zoho Desk

Delete Object

Delete a specified object based on id from a selected module (ex: delete an account, delete a contact, delete a ticket ...).

Zoho Desk

Edit Spam Objects

Set or unset contacts/tickets as spam by specifying their ids into a list.

Zoho Desk

Get Object

Returns only one object that has a specified id from a selected module (ex: a task, a ticket, an account ...).

Zoho Desk

Update Object

Updates a specific object based on id from a selected data (ex: update an account, update a ticket, update a contact ...).

Optimy

Create a project part version

Creates a new version on a given part.

Optimy

Create a project task

Creates a task in a project.

Optimy

Create budget allocation

Create a budget allocation in a project.

Optimy

Create project internal extra field

Creates an internal extra field in a project.

Optimy

Get form

Gets a form.

Optimy

Get project

Retrieves data about a single project

Optimy

Get project answer

Gets the answer of a given project part version for a given project.

Optimy

Get project file (document manager)

Gets the file uploaded in the "document manager" of a project.

Optimy

Get project file (form)

Gets a file uploaded through the form into a project.

Optimy

Get project internal extra field

Gets an internal extra field of a project.

Optimy

Update project status

Updates the status of a project

Optimy

Update project task

Updates the task of a project (eg: to mark it as completed).

Optimy

Update the project leader

Updates (or removes) the leader (user and/or team) of a project.

Optimy

Upload a project file (document manager)

Uploads a file into the "document manager" of the project.

Optimy

Upload a project file (form)

Uploads a file into the form of the project.

Iterators

Fakturoid

Retrieve invoice lines

Processes invoice lines one at a time.

Searches

Teamgate CRM

Global Search

Return all values by given string

Teamgate CRM

Search Companies

List all companies by entered parameters

Teamgate CRM

Search Deals

List all deals by entered parameters

Teamgate CRM

Search Events

List all events by entered parameters

Teamgate CRM

Search Files

List all files by entered parameters

Teamgate CRM

Search Leads

List all leads by entered parameters

Teamgate CRM

Search People

List all people by entered parameters

Teamgate CRM

Search Products

List all products by entered parameters

Teamgate CRM

Search Teams

List all teams by entered parameters

Teamgate CRM

Search Users

List all users by entered parameters

Zoho Desk

List Objects

Returns a list that contains multiple objects from a selected module (multiple accounts, multiple contacts, multiple tickets ...).

Zoho Desk

Search Object

Returns multiple objects based on a search criteria from a selected module(ex: accounts where account name contains 'Joe', tickets where subject contains 'Hello', contacts where email contains domain '@gmail.com' ...).

Optimy

List project answers

Lists the answers of a given project part version of a given project.

Optimy

List project files (document manager)

Lists files uploaded in the “document manager" of the project.

Optimy

List project files (form)

Lists files uploaded through the form into a project.

Optimy

List project internal extra fields

Lists internal extra fields of a project.

Optimy

List project part versions

Lists all part versions of a project.

Optimy

List projects

Lists all projects. Optionally filters by form, form part, project owner, project status.

Optimy

List project statuses

Lists all available project statuses

Optimy

List project tasks

Lists all tasks of a project.