HeySpace, signNow, Copper Integrations

HeySpace
Copper
signNow
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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

signNow

Watch Events INSTANT

Watches user and document events.

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

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.

signNow

Cancel a Document Group Invite

Cancels a group invite.

signNow

Cancel an Invite

Cancels an invite to sign a document.

signNow

Create a Custom Event

Adds a custom event to the audit log.

signNow

Create a Document from a Template

Creates a new document copy from a template.

signNow

Create a Document Group

Creates a document group from a list of documents.

signNow

Create a Folder

Creates a Folder.

signNow

Create a Signing Link

Creates a signing link for a specific document. Signing links allow the user (recipients of the signing link) to send invites to this document on your behalf.

signNow

Create a Template

Creates a template using a document.

signNow

Delete a Document

Deletes a document.

signNow

Delete a Document Group

Deletes a document group.

signNow

Delete a Folder

Deletes a folder.

signNow

Download a Document

Downloads a document as zip or pdf.

signNow

Download a Document's Attachment

Downloads a file attached to the document by signer.

signNow

Get a Document

Retrieves a document.

signNow

Get a Document Group

Retrieves document and role information of documents in a document group.

signNow

Get a Document Group Invite

Retrieves invite action information of a group invite, including the status of each step and action.

signNow

Get a Document's Download Link

Retrieves a one-time use URL to download the document as a PDF.

signNow

Get User Information

Retrieves the details of the user.

signNow

Make an API Call

Performs an arbitrary authorized API call.

signNow

Merge Documents

Merges existing documents into one.

signNow

Move a Document

Moves a document to a specified folder.

signNow

Rename a Folder

Renames a folder.

signNow

Resend a Document Group Invite

Resends invite emails to those with pending invites for the group invite or to specific users.

signNow

Resend an Email Invitation

Resends your email invitation.

signNow

Send an Invite to Sign

Sends a free-form invite or a role-based invite.

signNow

Send an Invite to Sign a Document Group

Creates a multi-step invite for a document group.

signNow

Upload a Document

Uploads a document. Accepts .doc, .docx, .pdf, .xls, .xlsx, .ppt, .pptx and .png file types.

signNow

Upload a Document With Tags

Uploads a document with signNow text tags. Only .doc, .docx, and .pdf are supported.

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

signNow

List a Document's History

Retrieves the history of a document.

signNow

List a Folder's Documents

Retrieves a folder's documents.

signNow

List a Folder's Subfolders

Retrieves the subfolders of a folder.

signNow

List All Folders

Retrieves all the folders of a user.

signNow

List a User's Documents

Retrieves the user's documents.

signNow

List a User's Modified Documents

Retrieves the user's modified documents.

signNow

List Document Groups

Retrieves all document groups.

signNow

List Pending Group Invites

Retrieves all pending invite information as well as invites already signed for a group invite for the user that makes the call. If the user making the call is the document owner, it will return pending invites for that user and ALL actions that have already been fulfilled.

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.