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!
When there are deals meeting specified criteria, a multiple documentation (e.g. contract) is created from corresponding templates. These documents are exported to PDF and then sent as attachment in an e-mail. The parameters of the deal are then updated, so the deal does not appear in the list of deals for which the documentation should be created.
Every time a new LinkedIn Lead Gen Forms lead is submitted, a new deal will be created in Pipedrive and a confirmation email will be sent to the lead via Gmail. The template assumes your LinkedIn form collects these details: 1) First name 2) Last name 3) Phone 4) Email
Every time a new Pipedrive CRM deal occurs, Integromat will automatically create a random GIF using GIPHY and send it in an email.
Triggers when a new email is received to be processed according to specified criteria.
Triggers when a new activity is added, updated or deleted.
Triggers when a new deal is added, updated or deleted.
Triggers when a new note is added, updated or deleted.
Triggers when a new organization is added, updated or deleted.
Triggers when a new person is added, updated or deleted.
Triggers when a new product is added, updated or deleted.
Triggers when a new activity is added or updated.
Triggers when a new deal is added or updated.
Triggers when a new note is added or updated.
Triggers when a new organization is added or updated.
Triggers when a new person is added or updated.
Triggers when a new product is added or updated.
Copies an email or a draft into a selected folder.
Creates a new draft and adds it to a selected folder.
Removes an email or a draft from a selected folder.
Marks an email or a draft in a selected directory as read by setting the "Read" flag.
Marks an email or draft in a selected directory as unread by setting the "Unread" flag.
Modifies labels on the specified email message.
Moves a chosen email or a draft to a selected folder.
Sends a new email.
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Creates a deal.
Creates an activity.
Creates an organization.
Creates a note.
Creates a person.
Creates a product.
Deletes a deal.
Delete a follower from a deal.
Marks mail thread as deleted.
Deletes an activity.
Deletes a product attachment from a deal.
Deletes an organization.
Deletes a note.
Deletes a person.
Deletes a product.
Downloads a file.
Returns details of a specific deal.
Returns specific mail thread.
Returns data about specific mail message.
Returns details of a specific activity.
Returns details of an organization.
Returns details about a specific note.
Returns details of a person.
Returns data about a specific product.
Returns data about a specific user within the company.
Performs an arbitrary authorized API call.
Updates a deal.
Updates the properties of a mail thread.
Updates an activity.
Updates an organization.
Updates an organization field value.
Updates a note.
Updates a person.
Updates a product.
Updates product attachment details of the deal-product (a product already attached to a deal).
Lets you upload a file, and associate it with a Deal, a Person, an Organization, an Activity or a Product.
Iterates through received attachments.
Searches for activities.
Lists activities associated with a deal.
Searches for deals.
Lists deals in a specific pipeline across all its stages.
Lists deals in a specific stage.
Lists files associated with a deal.
List followers of an object of selected type (deals, organizations, persons, products, users).
Returns mail threads in specified folder ordered by most recent message within.
Get mail messages inside specified mail thread.
Searches for notes.
Searches for organizations.
Searches for persons.
Lists all persons associated with a deal, regardless of whether the person is the primary contact of the deal, or added as a participant.
Returns data about all pipelines.
Searches for products.
Lists products attached to a deal.
Returns data about all stages.
Returns data about all users.
Performs a search from multiple item types.