Refiner, Salesforce, GetAccept Integrations

GetAccept
Refiner
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

Refiner

Watch Completed Survey INSTANT

Triggers when a survey is completed.

Refiner

Watch User Entered Segment INSTANT

Triggers when a user has entered the segment.

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.

GetAccept

Watch Documents Created INSTANT

Triggers when a new document has been created.

GetAccept

Watch Documents Reviewed INSTANT

Triggers when a document has been reviewed.

GetAccept

Watch Documents Sent INSTANT

Triggers when a document has been sent.

GetAccept

Watch Documents Signed INSTANT

Triggers when a document has been signed.

Actions

Refiner

Identify a User

Creates a new user in Refiner or updates an already existing user.

Refiner

Make an API Call

Performs an arbitrary authorized API call.

Refiner

Track an Event

Tracks event performed by users.

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.

GetAccept

Create a Contact

Creates a new contact.

GetAccept

Create a Document

Creates a new document.

GetAccept

Create a Document from Template

Creates a document by the specified template ID.

GetAccept

Delete a Document

Deletes a document specified by ID.

GetAccept

Download a Document

Downloads a document specified by ID.

GetAccept

Get Document Details

Retrieves a single document specified by ID.

GetAccept

Make an API Call

Performs an arbitary authorized API call.

GetAccept

Upload a File

Uploads a file to be used for document creation.

Searches

Refiner

List Contacts

Lists all contacts.

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.

GetAccept

List Document Recipients

Gets a list of all recipients of a document specified by ID.

GetAccept

Search Documents

Searches for documents or lists them all.