iDoklad, Rebrandly, SendGrid, Copper Integrations

iDoklad
Rebrandly
SendGrid
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

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.

SendGrid

Watch Contacts (New)

Triggers when a new contact is created or existing updated. Using New Marketing Campaigns API.

SendGrid

Watch new Lists (Legacy)

Triggers when a new list is created. Using Legacy Marketing Campaigns API.

SendGrid

Watch new Recipients (Legacy)

Triggers when a new recipient is created. Using Legacy Marketing Campaigns API.

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

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.

SendGrid

Add Emails to Global Suppression

Adds recipient email address to the global suppression group.

SendGrid

Add or Update a Contact (New)

Creates new contact or updates existing based on the email address. Using New Marketing Campaigns API.

SendGrid

Add or Update a Recipient (Legacy)

Adds a new recipient or updates an existing one based on the email address. Using Legacy Marketing Campaigns API.

SendGrid

Add Recipients to a List (Legacy)

Adds existing recipients to a list. Using Legacy Marketing Campaigns API.

SendGrid

Create a List (Legacy)

Creates a new list. Using Legacy Marketing Campaigns API.

SendGrid

Create a List (New)

Creates a new list. Using New Marketing Campaigns API.

SendGrid

Delete a Global Suppression

Removes an email address from the global suppressions group.

SendGrid

Delete a List (Legacy)

Deletes one or more lists. Using Legacy Marketing Campaigns API.

SendGrid

Delete a List (New)

Deletes a list. Using New Marketing Campaigns API.

SendGrid

Delete all Bounces

Deletes all bounces.

SendGrid

Delete Blocks

Deletes either all or specific emails on your block list.

SendGrid

Delete Bounces

Deletes specified bounces.

SendGrid

Delete Contacts (New)

Deletes one or more contacts. Using New Marketing Campaigns API.

SendGrid

Delete Recipient from a List (Legacy)

Deletes recipient from a specific list. Using Legacy Marketing Campaigns API.

SendGrid

Delete Recipients (Legacy)

Deletes one or more recipients. Using Legacy Marketing Campaigns API.

SendGrid

Get a Block

Retrieves a specific email address from your block list.

SendGrid

Get a Global Suppression

Retrieves a specific global suppression email.

SendGrid

Make an API Call

Performs an arbitrary authorized API call.

SendGrid

Remove Contacts from a List (New)

Removes contacts from the given list. The contacts will not be deleted. Using New Marketing Campaigns API.

SendGrid

Send an Email

Sends an email.

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

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.

SendGrid

Get all Bounces

Retrieves all of your bounces.

SendGrid

Get all Contacts (New)

Retrieves all your contacts. Using New Marketing Campaigns API.

SendGrid

Get all Lists (Legacy)

Retrieves all of you recipient lists. Using Legacy Marketing Campaigns API.

SendGrid

Get all Lists (New)

Retrieves all your contact lists. Using New Marketing Campaigns API.

SendGrid

Get all Recipients (Legacy)

Retrieves all of your recipients or recipients under specified list. Using Legacy Marketing Campaigns API.

SendGrid

List Blocks

Lists all email addresses that are currently on your block list.

SendGrid

List Global Suppressions

Lists all email addresses that are globally suppressed.

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.

Integrate iDoklad, Rebrandly, SendGrid, Copper with these services