Gitter, RAYNET CRM, Pipedrive CRM Integrations

Watch rooms

Watches rooms the current user is in.

Watch room's messages

Watches messages in a room.

Reagovat na nové nebo upravené záznamy

Sleduje vytvoření a změny záznamů v pravidelných intervalech.

Sledovat záznamy INSTANT

Sleduje vytvoření, změny a smazání záznamů.

New Activity Event INSTANT

Triggers when a new activity is added, updated or deleted.

New Deal Event INSTANT

Triggers when a new deal is added, updated or deleted.

New Note Event INSTANT

Triggers when a new note is added, updated or deleted.

New Organization Event INSTANT

Triggers when a new organization is added, updated or deleted.

New Person Event INSTANT

Triggers when a new person is added, updated or deleted.

New Product Event INSTANT

Triggers when a new product is added, updated or deleted.

Watch Activities

Triggers when a new activity is added or updated.

Watch Deals

Triggers when a new deal is added or updated.

Watch Notes

Triggers when a new note is added or updated.

Watch Organizations

Triggers when a new organization is added or updated.

Watch Persons

Triggers when a new person is added or updated.

Watch Products

Triggers when a new product is added or updated.

Send message

Sends a message to a room.

Update message

Get message

Retrieves a single message.

Update a room

Delete a room

List Rooms

Retrieves a list of rooms the current user is in.

List room's users

Retrieves a list of users currently in the room.

Get my unread items

Retrieves unread items and mentions from a room.

Automatické vytváření hovorů

Na základě získaných dat z modulu Android vytvoří telefonát s vazbou na klienta, kontaktní osobu nebo lead.

Načíst detail záznamu

Načte detail záznamu podle zvolené entity a zadaného ID a vrátí všechny hodnoty obsažené v polích tohoto záznamu.

Nahrát soubor

Nahraje přílohu ke zvolenému záznamu.

Pracovat s položkami na záznamech

Přidá, upraví, nebo smaže adresu klienta. Přidá, upraví, nebo smaže produkt na obchodním případu, nabídce či objednávce. Přidá nebo upraví položku na faktuře. Přidá nebo smaže platbu na faktuře.

Stáhnout soubor

Stáhne přílohu, logo klienta, fotku osoby nebo obrázek produktu.

Upravit existující záznam

Upraví existující záznam podle zvolené entity a zadaného ID.

Vytvořit nový záznam

Vytvoří nový záznam podle zvolené entity a zapíše do jeho polí vyplněné hodnoty.

Získat data pro tiskové sestavy

Načte všechny potřebné informace pro generování tiskových sestav jako jsou např. nabídky, objednávky smlouvy nebo faktury.

Add a Follower

Add follower to an object of selected type (deals, organizations, persons).

Add a Participant to a Deal

Adds a participant to a deal.

Add a Product to a Deal

Adds a product to the deal.

Create a Deal

Creates a deal.

Create an Activity

Creates an activity.

Create an Organization

Creates an organization.

Create a Note

Creates a note.

Create a Person

Creates a person.

Create a Product

Creates a product.

Delete a Deal

Deletes a deal.

Delete a Follower

Delete a follower from a deal.

Delete a Mail Thread

Marks mail thread as deleted.

Delete an Activity

Deletes an activity.

Delete an Attached Product

Deletes a product attachment from a deal.

Delete an Organization

Deletes an organization.

Delete a Note

Deletes a note.

Delete a Person

Deletes a person.

Delete a Product

Deletes a product.

Download a File

Downloads a file.

Get a Deal

Returns details of a specific deal.

Get a Mail Thread

Returns specific mail thread.

Get a Message

Returns data about specific mail message.

Get an Activity

Returns details of a specific activity.

Get an Organization

Returns details of an organization.

Get a Note

Returns details about a specific note.

Get a Person

Returns details of a person.

Get a Product

Returns data about a specific product.

Get a User

Returns data about a specific user within the company.

Make an API Call

Performs an arbitrary authorized API call.

Update a Deal

Updates a deal.

Update a Mail Thread Details

Updates the properties of a mail thread.

Update an Activity

Updates an activity.

Update an Organization

Updates an organization.

Update an Organization Field Value

Updates an organization field value.

Update a Note

Updates a note.

Update a Person

Updates a person.

Update a Product

Updates a product.

Update Product Attachment Details

Updates product attachment details of the deal-product (a product already attached to a deal).

Upload a File

Lets you upload a file, and associate it with a Deal, a Person, an Organization, an Activity or a Product.

Načíst seznam

Načte seznam zázamů podle zvolené entity a vrátí všechny záznamy odpovídající zadaným kritériím.

Najít kontakty podle telefonního čísla nebo emailu

Prohledá klienty, kontaktní osoby a leady podle telefonního čísla a emailu.

List Activities

Searches for activities.

List Activities in a Deal

Lists activities associated with a deal.

List Deals

Searches for deals.

List Deals in a Pipeline

Lists deals in a specific pipeline across all its stages.

List Deals in a Stage

Lists deals in a specific stage.

List Files in a Deal

Lists files associated with a deal.

List Followers

List followers of an object of selected type (deals, organizations, persons, products, users).

List Mail Threads

Returns mail threads in specified folder ordered by most recent message within.

List Messages in a Thread

Get mail messages inside specified mail thread.

List Notes

Searches for notes.

List Organizations

Searches for organizations.

List Persons

Searches for persons.

List Persons in a Deal

Lists all persons associated with a deal, regardless of whether the person is the primary contact of the deal, or added as a participant.

List Pipelines

Returns data about all pipelines.

List Products

Searches for products.

List Products in a Deal

Lists products attached to a deal.

List Stages

Returns data about all stages.

List Users

Returns data about all users.

Search for Items

Performs a search from multiple item types.