Apple iOS, iDoklad, ISO, Rebrandly, SuiteCRM 7/SugarCRM 6 CE, Capsule CRM Integrations

iDoklad
Apple iOS
ISO
Rebrandly
SuiteCRM 7/SugarCRM 6 CE
Capsule CRM
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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

Apple iOS

Watch a calendar INSTANT

Triggers when a calendar event is added/modified on a device.

Apple iOS

Watch Button INSTANT

Trigger when you push a button.

Apple iOS

Watch contacts INSTANT

Triggers when a contact is added/modified on a device.

Apple iOS

Watch entrances to/exits from a geofence area INSTANT

Triggers when a device enters or leaves a predefined circle.

Apple iOS

Watch photos INSTANT

Triggers when a device takes a photo.

Apple iOS

Watch reminders INSTANT

Triggers when a reminder is added/modified on a device.

iDoklad

Sledovat faktury

Spustí se, když je vložen nový doklad (faktura přijatá, vydaná nebo zálohová).

iDoklad

Sledovat položky ceníku

Spustí se, pokud je vložena nová položka ceníku do seznamu.

iDoklad

Sledovat úhrady

Spustí se, pokud je do systému vložena nová úhrada.

Rebrandly

Watch New Branded Link

Checks whether new branded links has been created.

Rebrandly

Watch New Click

Checks whether Branded Links have received new clicks.

SuiteCRM 7/SugarCRM 6 CE

Watch objects

Triggers when a new object of selected type is created or updated.

Capsule CRM

Watch new Cases

Check if new Case was created.

Capsule CRM

Watch new Opportunities

Check if new Opportunity was created.

Capsule CRM

Watch new Parties

Check if new Party was created.

Capsule CRM

Watch new Tasks

Check if new Task was created.

Transformers

ISO

Convert country code to country name

Converts the ISO 3166-1 country codes to their respective country names.

ISO

Convert country name to country code

Converts country names to their respective ISO 3166-1 country codes.

ISO

Convert currency code to currency name

Converts the ISO SO 4217 currency codes to their respective currency names.

ISO

Convert currency name to currency code

Converts currency names to their respective ISO 4217 currency codes.

ISO

Convert language code to language name

Converts the ISO 639-1/ISO 639-2 language codes to their respective language names.

ISO

Convert language name to language code

Converts language names to their respective ISO 639-1/ISO 639-2 codes.

Actions

Apple iOS

Create a calendar event

Creates a new calendar event in a selected device.

Apple iOS

Create a contact

Creates a new contact in a selected device.

Apple iOS

Create a reminder

Creates a new reminder in a selected device.

Apple iOS

Send a push notification

Sends a push notification to a selected device.

Apple iOS

Upload a photo

Uploads a photo to a selected device.

iDoklad

Doručit fakturu e-mailem

Odešle vydanou nebo zálohovou fakturu odběrateli.

iDoklad

Načíst fakturu

Načte údaje o dokladu (faktuře vydané, přijaté, nebo zálohové).

iDoklad

Načíst kontakt

Vrátí detailní informace o kontaktu.

iDoklad

Načíst položku ceníku

Načte položku ceníku dle ID.

iDoklad

Načíst úhradu

Vrátí údaje o úhradě. Vhodné pro zobrazení detailu úhrady.

iDoklad

Odstranit fakturu

Odstraní doklad (fakturu vydanou, přijatou, nebo zálohovou).

iDoklad

Odstranit kontakt

Odstraní kontakt.

iDoklad

Odstranit položku ze seznamu ceníku

Odstranit položku ze seznamu ceníku.

iDoklad

Odstranit úhradu

Odstraní úhradu ze seznamu úhrad.

iDoklad

Označit fakturu jako uhrazenou

Provede plné uhrazení faktury (vystavené, přijaté nebo zálohové).

iDoklad

Provést oduhrazení faktury

Provede plné oduhrazení faktury (vystavené, přijaté nebo zálohové).

iDoklad

Upravit fakturu

Upraví doklad (fakturu vydanou, přijatou, nebo zálohovou).

iDoklad

Upravit kontakt

Upraví vybraný kontakt.

iDoklad

Upravit položku ceníku

Upraví položku ceníku.

iDoklad

Vložit položku ceníku do seznamu.

Vloží novou položku ceníku do seznamu.

iDoklad

Vložit úhradu

Vloží novou úhradu do seznamu úhrad. Úhrada by měla obsahovat id dokladu který hradí.

iDoklad

Vytvořit fakturu

Vloží nový doklad (fakturu vydanou, přijatou, nebo zálohovou) do seznamu.

iDoklad

Vytvořit kontakt

Vytvoří nový kontakt.

iDoklad

Vyúčtovat zálohovou fakturu

Provede vyúčtování zálohové faktury. Faktura musí být uhrazena.

iDoklad

Zaktualizovat fakturační adresu

Zaktualizuje fakturační adresu odběratele na vydané faktuře beze změny ostatních parametrů faktury.

iDoklad

Získat PDF

Získá PDF tiskovou sestavu zadaného dokladu.

Rebrandly

Attach Script

Attaches a script to a branded short link.

Rebrandly

Attach Tag

Attaches a tag to a branded short link.

Rebrandly

Create Link

Creates a new branded short link.

Rebrandly

Create Script

Creates a new script.

Rebrandly

Create Tag

Creates a new tag.

Rebrandly

Delete Link

Deletes a branded short link.

Rebrandly

Delete Script

Deletes a script.

Rebrandly

Delete Tag

Deletes a tag.

Rebrandly

Detach Script

Detaches a script from a branded short link.

Rebrandly

Detach Tag

Detaches a tag from a branded short link.

Rebrandly

Get Domain

Returns a domain.

Rebrandly

Get Link

Returns a branded short link.

Rebrandly

Get Script

Returns a script.

Rebrandly

Get Tag

Returns a tag.

Rebrandly

Make an API Call

Performs an arbitrary authorized API call.

Rebrandly

Update Link

Updates a branded short link.

Rebrandly

Update Script

Updates a script.

Rebrandly

Update Tag

Updates a tag.

SuiteCRM 7/SugarCRM 6 CE

Create object

Creates a new object of selected type.

SuiteCRM 7/SugarCRM 6 CE

Retrieve object

Retrieves an object of selected type by ID.

SuiteCRM 7/SugarCRM 6 CE

Update object

Updates an object of selected type by ID.

Capsule CRM

Add an Additional Party in Case

Add an person or organisation as an additional contact to the case.

Capsule CRM

Add an Additional Party in Opportunity

Add an person or organisation as an additional contact to the opportunity

Capsule CRM

Create a Case

Creates a new case.

Capsule CRM

Create a Custom Field

Creates a new party, opportunity or case custom field.

Capsule CRM

Create a Milestone

Creates a new opportunity milestone.

Capsule CRM

Create an Entry

Creates a new entry.

Capsule CRM

Create an Opportunity

Creates a new opportunity.

Capsule CRM

Create a Party

Creates a new party.

Capsule CRM

Create a Tag

Defines a new party, opportunity or case tag.

Capsule CRM

Create a Task

Creates a new task.

Capsule CRM

Create a Task Category

Creates a new task category.

Capsule CRM

Create a Track

Applies a Track definition to a case or opportunity to create a track.

Capsule CRM

Delete a Case

Fully delete the specific case from Capsule.

Capsule CRM

Delete a Custom Field

Removes a custom field from your capsule account

Capsule CRM

Delete a Milestone

Removes a Milestone from the capsule account. You cannot delete a Milestone while it is still being used on an Opportunity. First you need to update the Milestone on all such Opportunities.

Capsule CRM

Delete an Entry

Removes an entry from the capsule account and any associated attachments.

Capsule CRM

Delete an Opportunity

Fully delete a specific opportunity from capsule.

Capsule CRM

Delete a Party

Fully delete the specific party from capsule.

Capsule CRM

Delete a Tag

Removes a tag from the capsule account. NOTE that this will remove the tag from any parties, opportunities and cases it was assigned to.

Capsule CRM

Delete a Task

Fully delete the specific task from capsule.

Capsule CRM

Delete a Task Category

Removes a category from your capsule account. Any tasks under this category will be retained but will become uncategorized.

Capsule CRM

Delete a Track

Remove track and related tasks from case or opportunity.

Capsule CRM

Remove an Additional Party in Case

Remove that person or organisation as an additional contact of the case.

Capsule CRM

Remove an Additional Party in Opportunity

Remove that person or organisation as an additional contact of the opportunity.

Capsule CRM

Show a Case

Show a specified case

Capsule CRM

Show a Custom Field

Show a specified custom field.

Capsule CRM

Show a Milestone

Show a specific milestone.

Capsule CRM

Show an Entry

Show a specified note, email or the details of a completed party task.

Capsule CRM

Show an Opportunity

Returns a specific opportunity.

Capsule CRM

Show a Party

Show a specified person or organisation.

Capsule CRM

Show a Tag

Show a specific tag.

Capsule CRM

Show a Task

Show a specific task.

Capsule CRM

Show a Task Category

Show a specific Task Category.

Capsule CRM

Show a Track

Show a specific track.

Capsule CRM

Update a Case

Updates an existing case

Capsule CRM

Update a Custom Field

Update the details of a party, opportunity or case field definition.

Capsule CRM

Update a Milestone

Update the name, description or probability of a milestone.

Capsule CRM

Update an Entry

Update the content of notes and emails.

Capsule CRM

Update an Opportunity

Updates an existing opportunity

Capsule CRM

Update a Party

Updates an existing party. Fields that are not included in the request will remain unchanged.

Capsule CRM

Update a Tag

Update the details of a party, opportunity or case tag.

Capsule CRM

Update a Task

Updates an existing Task.

Capsule CRM

Update a Task Category

Allows to rename or change the colour of the task category.

Capsule CRM

Update a Track

Updates basic details about a track.

Searches

iDoklad

Načíst faktury

Načte seznam dokladů (faktur přijatých, vydaných nebo zálohových).

iDoklad

Načíst seznam kontaktů

Vrátí seznam kontaktů, které jsou na iDokladu uloženy.

iDoklad

Načíst seznam položek ceníku

Načte seznam položek ceníku.

iDoklad

Načíst úhrady

Načte seznam úhrad. Filtry jsou volitelné.

iDoklad

Vyhledat kontakty

Vyhledá kontakty na základě nastavených filtrů

Rebrandly

List Domains

Returns all domains in a given workspace.

Rebrandly

List Links

Returns all branded short links in a given workspace.

Rebrandly

List Link Scripts

Lists all scripts of a branded short link.

Rebrandly

List Link Tags

Lists all tags of a branded short link.

Rebrandly

List Scripts

Returns all scripts in a given workspace.

Rebrandly

List Tags

Returns all tags in a given workspace.

Rebrandly

List Workspaces

Returns all workspaces.

SuiteCRM 7/SugarCRM 6 CE

Search for objects

Retrieves objects of selected type by a search criteria.

Capsule CRM

List Additional Parties in Case

The collection of additional parties related to this case.

Capsule CRM

List Additional Parties in Opportunity

The collection of additional parties related to this opportunity.

Capsule CRM

List Cases

The collection of Cases on the Capsule account.

Capsule CRM

List Custom Fields

The collection all of custom on your Capsule account.

Capsule CRM

List Deleted Cases

The collection of deleted cases on the Capsule account.

Capsule CRM

List Deleted Opportunities

Returns a collection of deleted opportunities on the Capsule account.

Capsule CRM

List Deleted Parties

A collections of parties that have been deleted from capsule since the date specified in the since parameter.

Capsule CRM

List Employees

The collection of employees linked to this organisation.

Capsule CRM

List Entries

List notes, emails and completed tasks for parties, cases and opportunities.

Capsule CRM

List Entries by Date

List notes, emails and the details of completed party tasks in descending order starting with the most recent entry date first.

Capsule CRM

List Milestones

The collection of all the milestones on your Capsule account.

Capsule CRM

List Opportunities

The collection of opportunities on the Capsule account.

Capsule CRM

List Opportunities by Party

The collection of all opportunities associated with the given party.

Capsule CRM

List Parties

The collection of Parties on the Capsule account.

Capsule CRM

List Tags

The collection of all of tags on your Capsule account.

Capsule CRM

List Task Categories

The collection of all the task categories on your Capsule account.

Capsule CRM

List Tasks

The collection of Tasks on the Capsule account.

Capsule CRM

List Track Definitions

List track definitions with the option to filter for only the track definitions for cases or opportunities.

Capsule CRM

List Tracks

List tracks for a specified case or opportunity.

Capsule CRM

Search Cases

Search for cases on the Capsule account. This will return the same results as the global search inside Capsule.

Capsule CRM

Search Opportunities

Search for opportunities on the Capsule account. This will return the same results as the global search inside Capsule.

Capsule CRM

Search Parties

Search for parties on the Capsule account. This will return the same results as the global search inside Capsule.

Capsule CRM

Show Multiple Cases

Allows to load a list of cases by providing their unique ids.

Capsule CRM

Show Multiple Opportunities

Returns a list of opportunities, specified by the opportunityIds provided.

Capsule CRM

Show Multiple Parties

Allows to load a list of parties by providing their unique ids.