HeySpace, Moneybird, Optimy Integrations

HeySpace
Moneybird
Optimy
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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

Moneybird

Watch Contacts INSTANT

Triggers when a contact is added, updated, or deleted.

Moneybird

Watch Documents INSTANT

Triggers when a document is added, updated, or deleted.

Moneybird

Watch Quotes INSTANT

Triggers when a quote is added, updated, or deleted.

Moneybird

Watch Sales Invoices INSTANT

Triggers when a sales invoice is added, updated, or deleted.

Optimy

Generic event INSTANT

New project, updated project, etc.

Actions

HeySpace

Create a Card

Creates a card in specific list and space

HeySpace

Create a Card Comment

Creates a comment in a card

HeySpace

Create a Card List

Creates a list of cards in a specific space

HeySpace

Create a Checklist Item

Creates a checklist item in a card

HeySpace

Create a Message

Creates message in a space

HeySpace

Create a Space

Creates a space in specific workspace

HeySpace

Make an API Call

Performs an arbitrary authorized API call.

Moneybird

Create a Contact

Creates a new contact.

Moneybird

Create a General Document

Creates a new general document.

Moneybird

Create a Purchase Invoice

Creates a new purchase invoice.

Moneybird

Create a Quote

Creates a new quote.

Moneybird

Create a Receipt

Creates a new receipt.

Moneybird

Create a Sales Invoice

Creates a new sales invoice.

Moneybird

Make an API Call

Performs an arbitrary authorized API call.

Moneybird

Update a Contact

Updates a contact by its ID.

Moneybird

Update a General Document

Updates a general document by its ID.

Moneybird

Update a Purchase Invoice

Updates a purchase invoice by its ID.

Moneybird

Update a Quote

Updates a quote by its ID.

Moneybird

Update a Receipt

Updates a receipt by its ID.

Moneybird

Update a Sales Invoice

Updates a sales invoice by its ID.

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.

Searches

Moneybird

List Contacts

Searches contacts by criteria.

Moneybird

List General Documents

Searches general documents by criteria.

Moneybird

List Purchase Invoices

Searches purchase invoices by criteria.

Moneybird

List Quotes

Searches quotes by criteria.

Moneybird

List Receipts

Searches receipts by criteria.

Moneybird

List Sales Invoices

Searches sales Invoices by criteria.

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.