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4leads, Tookan, Salesforce Integrations

4leads
Salesforce
Tookan
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What is Integromat?

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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

4leads

Watch Automations

Watches for 4leads automations with an Integromat toggle as action. Delivers a Contact object.

Salesforce

Watch Records in an Object

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

Actions

4leads

Add a Contact to a Subscription

Adds a contact to a subscription.

4leads

Add Tags

Adds one or more Tags to a Contact.

4leads

Create a Tag

Creates a Tag inside your 4leads account. Tag names are not unique and multiple tags with the same name may be created.

4leads

Get a Contact

Retrieves a single contact by id or email.

4leads

Get a Global Field value

Reads the current value to a contact for a selected global field.

4leads

Make an API Call

Performs an arbitrary authorized API call.

4leads

Remove a Contact from a Subscription

Revokes the contact subscription to a 4leads topic.

4leads

Remove Tags

Removes one or multiple Tags from a Contact. (max. 20)

4leads

Set Global Field(s) Value

Sets the Value of a Global Field for a Contact.

4leads

Sign Contact to a Campaign

Starts the Campaign for the a contact.

4leads

Stop Campaign

Stops the campaign for a contact.

4leads

Trigger an Automation

Triggers an automation with integromat as starting point. Returns the contact object if contact was found.

4leads

Update a Tag

Updates the name of a Tag.

4leads

Upsert a Contact

Searches for the Contact by email. If the contact is not known yet it gets created. Otherwise the contact may get updated and the id is accessible for further steps.

Tookan

Assign an Agent to a Task

Used to assign an agent to your task.

Tookan

Assign a Task

Used to assign/reassign an unassigned/assigned task or an assigned task to the Agent.

Tookan

Auto Assign a Task

Used to auto-assign an unassigned/assigned task.

Tookan

Block/Unlock an Agent

Used to block/unblock the Agent in your account.

Tookan

Cancel a Task

Used to change the status of a task that has already been created to "canceled".

Tookan

Create a Customer

Creates a new customer in Tookan under the specified data source.

Tookan

Create a Delivery Task

Creates a new delivery task in Tookan.

Tookan

Create a Manager

Creates a new manager in Tookan under the specified data source.

Tookan

Create a Pickup Task

Creates a new pickup task in Tookan.

Tookan

Create a Team

Creates a new team in Tookan under the specified data source.

Tookan

Delete a Customer

Deletes the specified customer object and all its associated data.

Tookan

Delete a Manager

Deletes the specified manager object and all its associated data.

Tookan

Delete a Task

Deletes the specified task object and all its associated data.

Tookan

Delete a Team

Deletes the specified team object and all its associated data.

Tookan

Get an Agent's Profile

Returns the agent's profile.

Tookan

Get a Task

Returns agent's task details.

Tookan

Get a Team

Retrieves a team object from your Tookan account.

Tookan

Make an API Call

Performs an arbitrary authorized API call.

Tookan

Send Notification

Used to send push notifications to the logged-in agent(s).

Tookan

Start a Task

This module is used to change the status of a task that has already been created to "start".

Tookan

Update a Customer

Updates a customer object in your Tookan account.

Tookan

Update an Agent's Tags

Used to update the agent's tags.

Tookan

Update a Task

Used to force update the status of a task.

Tookan

Update a Team

Updates a team object in your Tookan account.

Salesforce

Update a Record in an Object

Edits an already-existing record in an object.

Salesforce

Delete a Record in an Object

Deletes an existing record in an object.

Salesforce

Get Records in an Object

Retrieves all records in an object or a record in an object by the given ID or criteria.

Salesforce

Search for Records in an Object

Searches for records in an object that matches the specified search query.

Salesforce

Create a Record in an Object

Creates a new record in an object.

Salesforce

Make an API Call

Performs an arbitrary authorized API call.

Salesforce

Post a Message to Chatter Feed

Posts a message to the Chatter feed.

Searches

4leads

Get Contact Tags

Gets the list of tags the contact is connected to right now.

4leads

Search Contacts

Gets a list of your contacts.

4leads

Search Tag

Searches a Tag by name. May give multiple results.

Tookan

Get an Agent's Location

Returns agent's location details.

Tookan

Get an Agent's Stripe Details

Returns agent's stripe account details.

Tookan

List Agents

Returns all the agent items.

Tookan

List Agents Near a Customer

Rerurns available agent's near customers.

Tookan

List an Agent's Activity

Returns agent's daily activity timeline.

Tookan

List an Agent's Logs

Returns Agent logs.

Tookan

List an Agent's Ratings

Returns the agent's overall rating and reviews are given by customers.

Tookan

List an Agent's Tags

Returns the list of agent tags.

Tookan

List Customers

Returns all the customer items.

Tookan

List Managers

Returns all the manager items.

Tookan

List Tasks

Returns all the order items.

Tookan

List Teams

Returns all team items.