Moneybird, HeySpace, Copper Integrations

HeySpace
Moneybird
Copper
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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.

Copper

Listen for Company Events INSTANT

Receives notifications about company creation/deletion/update.

Copper

Listen for Lead Events INSTANT

Receives notifications about lead creation/deletion/update.

Copper

Listen for Opportunity Events INSTANT

Receives notifications about opportunity creation/deletion/update.

Copper

Listen for Person Events INSTANT

Receives notifications about person creation/deletion/update.

Copper

Listen for Project Events INSTANT

Receives notifications about project creation/deletion/update.

Copper

Listen for Task Events INSTANT

Receives notifications about task creation/deletion/update.

Actions

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.

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.

Copper

Convert Lead

Converts a selected lead to a person in the system (optionally assigns company and opportunity).

Copper

Create Activity

Creates a new activity.

Copper

Create Company

Creates a new company.

Copper

Create Lead

Creates a new lead.

Copper

Create Opportunity

Creates a new opportunity.

Copper

Create Person

Creates a new person.

Copper

Create Project

Creates a new project.

Copper

Create Task

Creates a new task.

Copper

Get Activity

Gets details for a selected activity ID.

Copper

Get Company

Gets details for a selected company ID.

Copper

Get Lead

Gets details for a selected lead ID.

Copper

Get Opportunity

Gets details for a selected opportunity ID.

Copper

Get Person

Gets details for a selected person ID.

Copper

Get Project

Gets details for a selected project ID.

Copper

Get Task

Gets details for a selected task ID.

Copper

Get User

Gets details for a selected user ID.

Copper

Relate Opportunity to Person

Relates an existing opportunity to an existing person in the system.

Copper

Remove Activity

Removes the activity with a given ID.

Copper

Remove Company

Removes the company with a given ID.

Copper

Remove Lead

Removes the lead with a given ID.

Copper

Remove Opportunity

Removes the opportunity with a given ID.

Copper

Remove Opportunity from Person

Removes a related opportunity from a person.

Copper

Remove Person

Removes the person with a selected ID.

Copper

Remove Project

Removes the project with a selected ID.

Copper

Remove Task

Removes the task with a selected ID.

Copper

Remove Webhook Subscription

Removes the webhook subscription with a selected ID.

Copper

Update Company

Updates a selected company.

Copper

Update Lead

Updates a selected lead.

Copper

Update Opportunity

Updates a selected opportunity.

Copper

Update Person

Updates a selected person.

Copper

Update Project

Updates a selected project.

Copper

Update Task

Updates a selected task.

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.

Copper

List Activities

Lists all activities related to a connected account.

Copper

List Companies

Lists all companies related to a connected account.

Copper

List Company's Activities

Lists all activities for a selected company.

Copper

List Leads

Lists all leads related to a connected account.

Copper

List Lead's Activities

Lists all activities related to a connected account.

Copper

List Opportunities

Lists all opportunities related to a connected account.

Copper

List People

Lists all people related to a connected account.

Copper

List Person's Activities

Lists all activities of a selected person.

Copper

List Projects

Lists all projects related to a connected account.

Copper

List Tasks

Lists all tasks related to a connected account.

Copper

List Users

Lists all users related to a connected account.

Copper

View Opportunities Related to Person

Shows all opportunities related to the person with a selected ID.

Copper

View Records Related to Person

Shows all records related to the person with a selected ID.