FTP, Instagram, Intercom, Optimy, Xero, HubSpot CRM Integrations

FTP
Instagram
Intercom
Optimy
Xero
HubSpot CRM
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Triggers

FTP

Watch files

Triggers when a new file is added to a folder being watched.

Watch my account

Triggers when you add a new photo or a video.

Intercom

Watch Company INSTANT

Receives notification if company was created.

Intercom

Watch Conversations INSTANT

Receives notifications from conversation object.

Intercom

Watch Leads INSTANT

Receives notification from lead object.

Intercom

Watch Users INSTANT

Receives notifications from user object.

Intercom

Watch User Tags INSTANT

Receives notification from user tag object.

Optimy

Generic event INSTANT

New project, updated project, etc.

Xero

Watch receipts

Triggers when a new receipt is added or an existing receipt is updated.

Xero

Watch invoices

Triggers when a new invoice is added or an existing invoice is updated.

Xero

Watch credit notes

Triggers when a new credit note is added or an existing credit note is updated.

Xero

Watch bank transactions

Triggers when a new transaction is added or an existing transaction is updated.

Xero

Watch bank transfers

Triggers when a new bank transfer is created.

Xero

Watch employees

Triggers when a new employee is added or an existing employee is updated.

Xero

Watch purchase orders

Triggers when a new order is added or an existing order is updated.

Xero

Watch contacts

Triggers when a contact is created or updated.

Xero

Watch payments

Triggers when a payment is created or updated.

HubSpot CRM

Watch calendar events

Trigger when there is a new event in the calendar (only for users with the paid Marketing account). It works up to 500 tasks in the interval between start date and the end date.

HubSpot CRM

Watch contacts added to a list

Triggers when a new contact is added to a list (only for users with the paid Marketing account).

HubSpot CRM

Watch engagements

Triggers when a new engagement is created in a portal. This endpoint will only return records created in the last 30 days, or the 10k most recently created records.

HubSpot CRM

Watch files

Triggers when a new file is stored in file manager.

HubSpot CRM

Watch notifications INSTANT

Triggers when a new notification about changes is sent. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters. You can have only one webhook URL per 1 developer application. You can created more subscriptions for this one webhook.

HubSpot CRM

Watch records

Triggers when a contact, a company, or a deal has been recently modified or created within last 30 days. The output is limited to 10K.

HubSpot CRM

Watch submissions for a form

Triggers when data is submitted form a given form.

HubSpot CRM

Watch task events

Triggers when there is a new task event in the calendar (only for users with the paid Marketing account). It works up to 500 tasks in the interval between start date and the end date.

Actions

FTP

Delete a file

Permanently removes a file from a selected folder.

FTP

Get a file

FTP

Get files

Returns a specified number of files from a selected folder.

FTP

Change permissions

Changes permission settings of a file or a folder.

FTP

List of files in a folder

Gets a list of files from a folder.

FTP

Upload a file

Uploads a file to a selected folder.

Download a media file

Downloads a media file.

Intercom

Add to Group Conversation as Admin

Adds a customer to group conversation.

Intercom

Add to Group Conversation as Customer

Adds a customer to group conversation.

Intercom

Admin Initiated Conversation

Sends message or email to admin.

Intercom

Close a Conversation

Closes a conversation with or without reply.

Intercom

Convert a Lead to User

If the User exists, then the Lead will be merged into it, the Lead deleted and the User returned. If the User does not exist, the Lead will be converted to a User, with the User identifiers replacing it's Lead identifiers.

Intercom

Create a Note

Creates a note for a specific user.

Intercom

Create or Update Company

Creates or updates a company using Intercom fields including your custom fields. NOTE: Companies will be only visible in Intercom when there is at least one associated user.

Intercom

Create or Update Tag

Creates or updates a tag. Tag names are case insensitive.

Intercom

Create User or Lead

Creates new user or lead using Intercom fields including your custom fields.

Intercom

Delete Customer from Group Conversation

Deletes a customer from specific conversation.

Intercom

Delete Tag

Deletes a specific tag.

Intercom

Delete User or Lead

Deletes either user or lead.

Intercom

Mark a Conversation as Read

Marks conversation within Intercom as read.

Intercom

Reply to Conversation

Replies to a specific conversation.

Intercom

Reply to Users Last Conversation

Replies to last conversation you had with specific user.

Intercom

Snooze a Conversation

Snoozes a conversation until selected time.

Intercom

Tag or Untag Contacts

Tags or untags users, leads or companies.

Intercom

Unassign Conversation

Assigns a conversation to be unassigned when admin replies to a conversation.

Intercom

Unsnooze a Conversation

Sets conversation back to open.

Intercom

Update User or Lead

Updates an existing user or lead.

Intercom

User or Lead Initiated Conversation

Creates a new user or lead initiated message.

Intercom

View Admin

Views a specific admin.

Intercom

View a Single Conversation

Shows information about a single message from conversation.

Intercom

View Company

Views specific company.

Intercom

View Note

Views specific note for specific user.

Intercom

View Segment

Views specific segment for user or company.

Intercom

View User or Lead

Views either user or lead.

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.

Xero

Create a receipt

Creates a new receipt.

Xero

Get a receipt

Returns information about a receipt with a given ID.

Xero

Create an invoice

Creates a new invoice.

Xero

Get an invoice

Returns information about an invoice with a given ID.

Xero

Create a credit note

Creates a new credit note.

Xero

Get a credit note

Returns information about a credit note with a specified ID.

Xero

Create a bank transaction

Creates a new bank transaction.

Xero

Get a bank transaction

Returns information about a transaction with a specified ID.

Xero

Create a bank transfer

Transfers a specified amount from one account to another.

Xero

Create an employee

Creates a new employee.

Xero

Create a purchase order

Creates a new purchase order.

Xero

Get a purchase order

Returns information about a purchase order with a specified ID.

Xero

Create a contact

Creates a new contact.

Xero

Update a contact

Updates a contact by ID.

Xero

Archive a contact

Archives a contact with a given ID.

Xero

Create a contact group

Creates a new contact group.

Xero

Add a contact to a contact group

Adds a contact to a specified contact group.

Xero

Remove a contact from a contact group

Removes a contact from a contact group.

Xero

Delete a contact group

Deletes a contact group with a specified ID.

Xero

Create a history note

Adds a note to a record.

Xero

Create an item

Creates a new item.

Xero

Get a contact

Retrieves contact information by ID.

Xero

Get an account

Returns information about an acccount with a specified ID.

Xero

Get an invoice URL

Retrieves Xero online invoice URL.

Xero

Get an item

Searches for an item by item ID or item code.

Xero

Get a payment

Retrieves information about a payment with a specified ID.

Xero

Get bank statements report

Returns bank statements for a selected bank account.

Xero

Get bank summary

Returns the balances and cash movements for each bank account.

Xero

Get history of changes

Retrieves the changes made to a given object.

Xero

Search for a contact

Searches for a contact by name or email.

Xero

Search for an account

Finds an account by ID, name, or code.

Xero

Search for an invoice

Searches for an invoice

Xero

Search for a tax rate

Finds a tax rate by name.

Xero

Send an invoice via email

The email will be sent to the primary email address of the contact on the invoice. The invoice must be of Type ACCREC and a valid Status for sending (SUMBITTED,AUTHORISED or PAID).

Xero

Update an employee

Updates an employee by ID.

Xero

Update an invoice

Updates an invoice with a given ID.

Xero

Update an item

Updates an item by ID.

Xero

Update a payment

Use this method to apply payments to approved AR and AP invoices or refund AR or AP credit notes.

Xero

Upload a file

Uploads a file to an invoice, receipt, contact or another item.

HubSpot CRM

Add a contact to a company

Adds a contact to a company.

HubSpot CRM

Add contacts to a list

Adds contact records that have already been created in the system to a contact list.

HubSpot CRM

Associate a deal

Associates a deal with a contact or a company.

HubSpot CRM

Associate an engagement with a CRM object

Associates an engagement with a contact, company, or deal.

HubSpot CRM

Create a folder

Creates a folder.

HubSpot CRM

Create an engagement

Creates an engagement (a note, task, or activity) on an object in HubSpot. Engagements are any interaction with a contact that should be logged inside of the CRM.

HubSpot CRM

Create a record

Creates a contact, a company, or a deal.

HubSpot CRM

Create a ticket

Creates a ticket.

HubSpot CRM

Create or update a contact

Creates a contact if it doesn't exist in a portal already, or updates it with the latest property values if it does.

HubSpot CRM

Create or update a group of contacts

Creates a group of contacts or update them if they already exist. Performance is best when batch size is limited to 100 contacts or fewer. Changes made through this endpoint are processed asynchronously, so can take several minutes for changes to be applied to contact records.

HubSpot CRM

Create or update a timeline event

Creates or updates a timeline event. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters.

HubSpot CRM

Define a task

Defines a task (only for users with the paid Marketing account).

HubSpot CRM

Delete a file

Permanently deletes a file and all related data and thumbnails from file manager.

HubSpot CRM

Delete a folder

Marks a folder as deleted.

HubSpot CRM

Delete an engagement

Deletes an engagement (a task or activity) on an object in HubSpot.

HubSpot CRM

Delete a record

Deletes a contact, a company, or a deal.

HubSpot CRM

Delete a task

Deletes a task (only for users with the paid Marketing account).

HubSpot CRM

Get a deal pipeline

Returns a specific deal pipeline.

HubSpot CRM

Get an owner

Returns details for an owner.

HubSpot CRM

Get a record

Gets a contact, a company, or a deal.

HubSpot CRM

Get a record property

Gets metadata for a specific record property by its (internal) name.

HubSpot CRM

Merge contacts

Merges contacts

HubSpot CRM

Move a file

Moves a file to a different folder.

HubSpot CRM

Remove a contact from a company

Removes a contact from a company.

HubSpot CRM

Remove a contact from a list

Removes a contact from a contact list.

HubSpot CRM

Remove association of a deal

Removes association of a deal.

HubSpot CRM

Submit data to a form

Sends form submission data to HubSpot.

HubSpot CRM

Update a record

Updates a contact, a company, or a deal.

HubSpot CRM

Upload a file

Uploads a new file to the file manager.

Searches

Intercom

List Admins

Lists all admins on your Intercom.

Intercom

List Companies

Fetches a list of companies. NOTE: Companies will be only visible in Intercom when there is at least one associated user.

Intercom

List Company Users

Lists users belonging to the company.

Intercom

List Conversations

Lists all conversations on your Intercom.

Intercom

List Notes

Lists notes for users.

Intercom

List Segments

Lists all segments on your Intercom.

Intercom

List Tags

List all tags on your Intercom.

Intercom

List Users or Leads

List either users or leads.

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.

HubSpot CRM

List all contacts

Returns all contacts that have been created in the portal. The output is limited to 5000 contacts. To list previous/next contacts, you can use the advanced parameter to reset an offset ID for listing contacts after this ID.

HubSpot CRM

List contacts of a company

Retrieves a list of contacts in the company. The output is limited to 5000 contacts. To list previous/next contacts, you can use the advanced parameter to reset an offset ID for listing contacts after this ID.

HubSpot CRM

List deal/ticket pipelines

Returns all deal/ticket pipelines for a given portal.

HubSpot CRM

List files

Retrieves a list of files stored in file manager.

HubSpot CRM

List forms

Retrieves a list of forms for a given portal.

HubSpot CRM

List owners

Returns all of the owners that exist inside of HubSpot.

HubSpot CRM

List records

Retrieves a list of contacts, companies, or deals. The output is limited to 5000 contacts, or 12500 companies, or 12500 deals.

HubSpot CRM

List tickets

Retrieves a list of tickets.

HubSpot CRM

List timeline event types

Retrieves a list of all timeline event types for a specific application. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters.

HubSpot CRM

Search for companies by domain

Retrieves a list of companies based on an exact match to the domain property.

HubSpot CRM

Search for contacts

Retrieves a list of contacts using the search query.